Heartbeat + Kartra

Heartbeat + Kartra integrations

Invite new users in Heartbeat when new leads fill an optin form in Kartra

Easily streamline your workflow with this automation. When a new lead fills out an opt-in form in Kartra, this workflow will invite them to join through the Heartbeat app. By doing so, it enables efficient management of leads while saving you the time and effort of manually sending out invitations. Perfect for businesses aiming to maintain organized and timely communication with their potential customers.

When this happens...
Lead Fills an Optin FormTriggers when a lead fills in an optin form.
TriggerInstant
automatically do this!
Invite UsersSend an email to new users, inviting them to join Heartbeat. If a pre-approved invitation link is selected, the email will be approved automatically.
ActionWrite

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More things you can do with Kartra and Heartbeat

Discover other triggers and actions you can use with Kartra and Heartbeat

- Products
  Required
Trigger
Instant
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- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
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- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
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- Products
  Required
Trigger
Instant
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- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
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- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
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- Sequences
  Required
Trigger
Instant
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- Lists
  Required
Trigger
Instant
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- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
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- Video Categories
  Required
- Videos
  Required
Trigger
Instant
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- Page Category
  Required
- Page
  Required
Trigger
Instant
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- Tag Category
  Required
- Assign a Tag
  Required
- Email
  Required
- Lead ID
Action
Write
- Calendar
  Required
- Calendar Class
  Required
- Starting Date
- Email
  Required
- Lead ID
Action
Write
- Custom Field Identifier
  Required
- Custom Field Type
  Required
- Custom Field Options
Action
Write
- Lead ID
- Email
  Required
- New Email
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription ID
  Required
- Subscription Status
  Required
Action
Write
- Transaction ID
  Required
- Amount
- Email
  Required
- Lead ID
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to Sequence
  Required
- Sequence Step
  Required
- Email
  Required
- Lead ID
Action
Write
- Unsubscribe Lead From List
  Required
- Email
  Required
- Lead ID
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription ID
  Required
Action
Search
- Lead ID
- Email
Action
Search
- Invitation Link
- Groups
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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- Group
  Required
Trigger
Instant
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- Channel
- Trigger on Move?
  Required
Trigger
Instant
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- Emails
  Required
- Group
  Required
- Remove from sibling groups?
  Required
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Thread ID
  Required
- Reply To
- User
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Receiving User
  Required
- Sending User
Action
Write
- Name
  Required
- Description
- Members
- Parent Group
Action
Write
- Group
  Required
- Emails
  Required
Action
Write
- Email
  Required
Action
Search

- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Forms
  Required
Trigger
Instant
Try It
- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
Try It
- Page Split Test Link
  Required
- Version
  Required
Trigger
Instant
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- Score
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
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- Sequences
  Required
Trigger
Instant
Try It
- Tracking Link Category
  Required
- Tracking Links
  Required
Trigger
Instant
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- Lists
  Required
Trigger
Instant
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- Video Categories
  Required
- Videos
  Required
Trigger
Instant
Try It
- Kartra Page Website
  Required
- Page
  Required
Trigger
Instant
Try It
- Calendar
  Required
- Calendar Class
  Required
- Email
  Required
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- Email
  Required
- Lead ID
Action
Write
- Email
  Required
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription ID
  Required
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a Lead
  Required
- Email
  Required
- Lead ID
Action
Write
- Remove Points From a Lead
  Required
- Email
  Required
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to List
  Required
- Email
  Required
- Lead ID
Action
Write
- Tag Category
  Required
- Unassign a Tag
  Required
- Email
  Required
- Lead ID
Action
Write
- Unsubscribe Lead From Sequence
  Required
- Email
  Required
- Lead ID
Action
Write
- Lead Details
- Email
- Lead ID
Action
Search
- Transaction ID
  Required
Action
Search
- Lead ID
- Email
  Required
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Search or write
- Course
Trigger
Instant
Try It
- Event
- User Type
  Required
Trigger
Instant
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New or Updated User
Triggers when a new user joins your community or their information is updated.
Trigger
Instant
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New User
Triggers when a new user joins your community.
Trigger
Instant
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- Name
  Required
- Description
- Channel Category
  Required
- Private
  Required
Action
Write
- Email
  Required
Action
Write
- Name
  Required
- Description
- Start Time
  Required
- Duration
  Required
- Location
  Required
- Invited Users
- Invited Groups
Action
Write
- Emails
  Required
- Invitation
  Required
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Channel
  Required
- User
Action
Write

About Heartbeat

Heartbeat is a platform for online communities, where members can talk with each other, read content, and attend events all in the same place.

HelpHelp

Related categories

Communication

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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