Coach Catalyst + Kartra

Create new clients in Coach Catalyst when customers buy products in Kartra

Stay organized and efficient by linking your Kartra and Coach Catalyst apps. Whenever a customer purchases a product in Kartra, this workflow creates a new client in Coach Catalyst. This automation makes following up on new sales quicker, allowing you to allocate more time to coaching and business growth. Keep your customer-base updated effortlessly with this smart, time-saving solution.

When this happens...
Customer Buys Product
Triggers when a customer buys product.
TriggerInstant
automatically do this!
Create/Update Client
Creates a new client or updates an existing one
ActionWrite

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Supported triggers and actions

- ProductsRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- ProductsRequired
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Instant
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- MembershipsRequired
- Membership LevelsRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- SequencesRequired
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Instant
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- ListsRequired
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Instant
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- Tag CategoriesRequired
- TagsRequired
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Instant
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- Video CategoriesRequired
- VideosRequired
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Instant
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- Page CategoryRequired
- PageRequired
Trigger
Instant
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- Tag CategoryRequired
- Assign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- CalendarRequired
- Calendar ClassRequired
- Starting Date
- EmailRequired
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
- 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 IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
- Amount
- EmailRequired
- 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
- Sequence StepRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
- EmailRequired
- Lead ID
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search
Create/Update Client
Creates a new client or updates an existing one
Action
Write

- Tag CategoriesRequired
- TagsRequired
Trigger
Instant
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- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
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- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
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- FormsRequired
Trigger
Instant
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- MembershipsRequired
- Membership LevelsRequired
Trigger
Instant
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- Page Split Test LinkRequired
- VersionRequired
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Instant
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- ScoreRequired
Trigger
Instant
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- SequencesRequired
Trigger
Instant
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- SequencesRequired
Trigger
Instant
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- Tracking Link CategoryRequired
- Tracking LinksRequired
Trigger
Instant
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- ListsRequired
Trigger
Instant
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- Video CategoriesRequired
- VideosRequired
Trigger
Instant
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- Kartra Page WebsiteRequired
- PageRequired
Trigger
Instant
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- CalendarRequired
- Calendar ClassRequired
- EmailRequired
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- EmailRequired
- Lead ID
Action
Write
- EmailRequired
- 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 IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a LeadRequired
- EmailRequired
- Lead ID
Action
Write
- Remove Points From a LeadRequired
- EmailRequired
- 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
- EmailRequired
- Lead ID
Action
Write
- Tag CategoryRequired
- Unassign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
- EmailRequired
- Lead ID
Action
Write
- Lead Details
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search
- Lead ID
- EmailRequired
- 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

About Coach Catalyst

Coach Catalyst is a coaching platform that helps you keep clients accountable.

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

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

Similar apps

Zapier Interfaces

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

Coach Catalyst + Kartra

Create new clients in Coach Catalyst when customers buy products in Kartra

Affiliate Signs Up for Product

Customer Buys Product

Lead Completes a Calendar

Customer Cancels Subscription

JV Signs Up for Product

Lead Is Revoked Access to Membership

Customer Partial Refunds Product

Customer Refunds Product

Lead Is Added to Sequence

Lead Subscribes to List

Lead Is Unssigned Tag

Lead Completes a Kartra Video

Lead Visits External Page

Assign Tag to Lead

Suscribe Lead to Calendar

Create Custom Field

Edit Lead

Modify Subscription Status

Refund a Transaction

Retrieve All the Lists in Your Account

Retrieve All the Sequences in Your Account

Retrieve All the Custom Fields in Your Account

Subscribe Lead to Sequence

Unsubscribe Lead From List

API Request (Beta)

Retrieve Subscription Details

Search Lead

Create/Update Client

Lead Is Assigned Tag

Lead Cancels a Calendar

Lead Registers to a Calendar

Lead Fills an Optin Form

Lead Is Granted Access to Membership

Lead Clicks on a Page Split Test Link

Lead Reaches Score for the First Time

Lead Completes a Sequence

Lead Is Removed From Sequence

Lead Clicks on a Tracking Link

Lead Is Unsubscribed From List

Lead Plays a Kartra Video

Lead Visits a Kartra Page

Cancel Lead Subscription to Calendar

Cancel a Subscription

Create New Lead

Edit Subscription

Add Points to a Lead

Remove Points From a Lead

Retrieve All the Pages in Your Account

Retrieve All the Tags in Your Account

Subscribe Lead to List

Unassign Tag From Lead

Unsubscribe Lead From Sequence

Retrieve Lead Details

Retrieve Transaction Details

Find or create lead

About Coach Catalyst

Related categories

Similar apps

Zapier Interfaces

About Kartra

Related categories

Similar apps

Zapier Interfaces