Smartsheet + Kartra + Calendly Integrations

How to connect Smartsheet + Kartra + Calendly

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Do even more with Smartsheet + Kartra + Calendly

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Smartsheet, Kartra, and Calendly. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Choose a SheetRequired
  Select a Sheet to monitor for updated rows.
Trigger
Scheduled
Try It
- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It
- Workspace NameRequired
  Enter workspace name.
Action
Write
- Choose a SheetRequired
  Select a sheet to add a row to.
- RowRequired
  Select row to add discussion.
- TitleRequired
  Enter discussion title.
- CommentRequired
  Enter discussion comments.
Action
Write
- Source FolderRequired
  Select source Folder.
- Destination FolderRequired
  Select destination folder.
- New Folder NameRequired
  New folder name.
Action
Write

- WorkspaceRequired
  Select workspace to be copy.
- New NameRequired
  New workspace name.
- What to Include?
  Choose elements to copy, Select "All" for copying all data.
- Skip Remap
  Choose references to NOT re-map for the newly created workspace.
Action
Write
- DestinationRequired
  Select your Workspace.
- Sheet to CopyRequired
  Select the sheet to copy.
- Copy Cells?Required
  Copy the cells from the source sheet?
- Copy Attachments?Required
  Copy the attachments from the source sheet?
- Copy Discussions?Required
  Copy the discussions from the source sheet?
- Sheet NameRequired
  The name of the new sheet.
Action
Write

- Choose a SheetRequired
- Row IDRequired
  Provide a row ID. When paired with Smartsheet's "Updated Row" trigger, this is the "Original ID" field.
Action
Write
- Choose a SheetRequired
  Select a sheet to send.
- Email Address(es)Required
  Email addresses of recipient(s). If more than one, must be a comma-separated list.
- FormatRequired
  Select file format for the attachment.
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
- Paper Size
  Choose paper size.
Action
Write
- Choose a WorkspaceRequired
  Select which workspace you would like to share.
- Email Address(es) to Share ToRequired
  Email addresses of person(s) to share to. If more than one, must be a comma-separated list.
- Access LevelRequired
- Notify via Email?Required
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
Action
Write
- ProductsRequired
  The kartra Products.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
Try It
- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
Try It
- ProductsRequired
  The kartra Products.
Trigger
Instant
Try It
- MembershipsRequired
  Memberships.
- Membership LevelsRequired
  The membership access level.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
Try It
- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- ListsRequired
  The list you want to get.
Trigger
Instant
Try It
- Tag CategoriesRequired
  Tag Categories.
- TagsRequired
  The tag you want to get.
Trigger
Instant
Try It
- Video CategoriesRequired
  The kartra videos category.
- VideosRequired
  The kartra videos.
Trigger
Instant
Try It
- Page CategoryRequired
  The page categories.
- PageRequired
  The page.
Trigger
Instant
Try It
- Tag CategoryRequired
  The tag category.
- Assign a TagRequired
  The name of the tag.
- EmailRequired
  Email.
- Lead ID
Action
Write
- CalendarRequired
  The Kartra calendar.
- Calendar ClassRequired
  Kartra calendar class.
- Starting Date
  Starting Date.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
  Email.
- 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
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
  The transaction id.
- Amount
  Refund amount. If left empty, the refund will be full.
- EmailRequired
  Email.
- Lead ID
  The 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 SequenceRequired
  Subscribe Lead To Sequence.
- Sequence StepRequired
  Sequence Step.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
  The name of the list.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Api Docs Info
  API docs for Kartra are located here https://documentation.kartra.com/category/zapier/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search
Invitee Created
Triggers when an invitee schedules an event.
Trigger
Instant
Try It

- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It
- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
  Select a sheet to add a row to.
- Add Row to Top or Bottom
  Select whether to add the row to top or bottom of the sheet.
Action
Write
- Choose Source SheetRequired
  Select source sheet.
- Choose a Destination SheetRequired
  Select destination sheet.
- Choose RowRequired
  Select row to be copy.
Action
Write
- Choose Source SheetRequired
  Select source sheet.
- Choose a Destination SheetRequired
  Select destination sheet.
- Choose RowRequired
  Select row to be moved.
Action
Write
- DestinationRequired
  Select your personal Sheets folder or a Workspace.
- TemplateRequired
  Select a template to use.
- Copy Cells?Required
  Copy the cells from the template?
- Copy Attachments?Required
  Copy the attachments from the template?
- Copy Discussions?Required
  Copy the discussions from the template?
- Sheet NameRequired
  The name of the new sheet.
Action
Write
- Choose a SheetRequired
  Select a sheet to send.
- Email Address(es)Required
  Email addresses of recipient(s). If more than one, must be a comma-separated list.
- Choose RowRequired
  Select row to be sent.
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
- Include Attachments ?
  Do you want to include attachments?
- Include Discussions ?
  Do you want to include discussions?
Action
Write
- Choose a SheetRequired
  Select which sheet you would like to share.
- Email Address(es) to Share ToRequired
  Email addresses of person(s) to share to. If more than one, must be a comma-separated list.
- Access LevelRequired
- Notify via Email?Required
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
Action
Write
- Api Docs Info
  API docs for Smartsheet are located here https://smartsheet-platform.github.io/api-docs/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Tag CategoriesRequired
  Tag Categories.
- TagsRequired
  The tag you want to get.
Trigger
Instant
Try It
- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- FormsRequired
  The optin forms.
Trigger
Instant
Try It
- MembershipsRequired
  Memberships.
- Membership LevelsRequired
  The membership access level.
Trigger
Instant
Try It
- Page Split Test LinkRequired
  The page split test link.
- VersionRequired
  The page split test links.
Trigger
Instant
Try It
- ScoreRequired
  The score the lead needs to reach.
Trigger
Instant
Try It
- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- Tracking Link CategoryRequired
  The tracking link category.
- Tracking LinksRequired
  The tracking links.
Trigger
Instant
Try It
- ListsRequired
  The list you want to get.
Trigger
Instant
Try It
- Video CategoriesRequired
  The kartra video category.
- VideosRequired
  The kartra videos.
Trigger
Instant
Try It
- Kartra Page WebsiteRequired
  The kartra page websites.
- PageRequired
  The page.
Trigger
Instant
Try It
- CalendarRequired
  The Kartra calendar.
- Calendar ClassRequired
  Kartra calendar class.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Subscription ID
  The subscription id.
- Transaction ID
- EmailRequired
  Email.
- Lead ID
  The lead id.
Action
Write
- EmailRequired
  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
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a LeadRequired
  The points to give.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Remove Points From a LeadRequired
  The points to remove.
- EmailRequired
  Email.
- 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 ListRequired
  The name of the list.
- EmailRequired
  Email.
- Lead ID
  The lead id.
Action
Write
- Tag CategoryRequired
  The tag category.
- Unassign a TagRequired
  The name of the tag.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
  The name of the sequence.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search
Invitee Canceled
Triggers when an invitee cancels a scheduled event.
Trigger
Instant
Try It

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How Smartsheet + Kartra + Calendly Integrations Work

Step 1: Authenticate Smartsheet, Kartra, and Calendly.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Smartsheet + Kartra + Calendly

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

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About Kartra

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

Learn more

Related categories

Marketing Automation

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

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Smartsheet + Kartra + Calendly Integrations

How to connect Smartsheet + Kartra + Calendly

Do even more with Smartsheet + Kartra + Calendly

Updated Row

New Comment

Choose a SheetRequired

Create Workspace

Workspace NameRequired

Add Discussion to Row

Choose a SheetRequired

RowRequired

TitleRequired

CommentRequired

Copy Folder

Source FolderRequired

Destination FolderRequired

New Folder NameRequired

Copy Workspace

WorkspaceRequired

New NameRequired

What to Include?

Skip Remap

New Sheet From Existing Sheet

DestinationRequired

Sheet to CopyRequired

Copy Cells?Required

Copy Attachments?Required

Copy Discussions?Required

Sheet NameRequired

New Row Update

Choose a SheetRequired

Row IDRequired

Send Sheet

Choose a SheetRequired

Email Address(es)Required

FormatRequired

Email Subject

Message

CC Me?

Paper Size

Share Workspace

Choose a WorkspaceRequired

Email Address(es) to Share ToRequired

Access LevelRequired

Notify via Email?Required

Email Subject

Message

CC Me?

Affiliate Signs Up for Product

ProductsRequired

Customer Buys Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Completes a Calendar

CalendarsRequired

Calendar ClassRequired

Customer Cancels Subscription

Product FunnelsRequired

ProductRequired

Product Price PointRequired

JV Signs Up for Product

ProductsRequired

Lead Is Revoked Access to Membership

MembershipsRequired

Membership LevelsRequired

Customer Partial Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Customer Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Is Added to Sequence

SequencesRequired

Lead Subscribes to List

ListsRequired

Lead Is Unssigned Tag

Tag CategoriesRequired