Kartra + Pensight

Kartra + Pensight integrations

Create new Kartra leads for new Pensight orders submitted by clients

Streamline your sales process with this integration. As soon as a client places an order in Pensight, the information is immediately reflected in Kartra. This quick update improves communication and efficiency, while also optimizing possible conversions. Benefit from a more effective management of your sales pipeline by simplifying your workflow.

When this happens...
Client Submitted an OrderTriggers when client submits a new order. Useful for post-checkout actions.
TriggerInstant
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Create New LeadCreates a new lead in your Kartra account.
ActionWrite

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More things you can do with Pensight and Kartra

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

New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Trigger
Instant
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A User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Trigger
Instant
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- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
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- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
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- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
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- Forms
  Required
Trigger
Instant
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- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
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- Page Split Test Link
  Required
- Version
  Required
Trigger
Instant
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- Score
  Required
Trigger
Instant
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- Sequences
  Required
Trigger
Instant
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- Sequences
  Required
Trigger
Instant
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- 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
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- 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

Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
Trigger
Instant
Try It
- Products
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Products
  Required
Trigger
Instant
Try It
- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
Try It
- Lists
  Required
Trigger
Instant
Try It
- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
Try It
- Video Categories
  Required
- Videos
  Required
Trigger
Instant
Try It
- Page Category
  Required
- Page
  Required
Trigger
Instant
Try It
- 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

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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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Pensight

Pensight is a knowledge commerce platform for independent online educators

Learn moreLearn moreHelpHelp

Related categories

Communication

Related Zap Templates

Create new leads in Kartra from user submitted form results in Pensight

Related Zap Templates

Create new leads in Kartra from user submitted form results in Pensight