Commusoft + Kartra

Create new leads in Kartra for each new customer in Commusoft

Streamline your customer management by effortlessly transferring new customer details from Commusoft to Kartra. Once activated, this workflow captures every new customer in Commusoft and creates a new lead in Kartra, keeping your customer lists updated across both platforms. This not only saves time but also boosts efficiency, allowing for swift communication with your customers.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create New Lead
Creates a new lead in your Kartra account.
ActionWrite

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Supported triggers and actions

New Customer
Triggers when a new customer is created.
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Instant
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Job Closed
Triggers when a job is closed.
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Instant
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New Contact
Triggers when a new contact is created.
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Instant
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New Job
Triggers when a new job is created.
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Instant
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New Proposal
Triggers when a new proposal is created.
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Instant
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New Work Address
Triggers when a new work address is created.
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Instant
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Opportunity Cancelled
Triggers when an opportunity is cancelled.
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Instant
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Opportunity Won
Triggers when an opportunity is won.
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Instant
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New Office Tasks
Triggers when a new tasks is created.
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- Customer TypeRequired
- AddressLine1Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer IdRequired
Action
Write
- Tag CategoriesRequired
- TagsRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- FormsRequired
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- MembershipsRequired
- Membership LevelsRequired
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Instant
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- Page Split Test LinkRequired
- VersionRequired
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Instant
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- ScoreRequired
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- SequencesRequired
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- SequencesRequired
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Instant
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- Tracking Link CategoryRequired
- Tracking LinksRequired
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Instant
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- ListsRequired
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Instant
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- Video CategoriesRequired
- VideosRequired
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Instant
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- Kartra Page WebsiteRequired
- PageRequired
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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

New Diary
Triggers when new diary event created.
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Instant
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Job Complete
Triggers when a job is completed.
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Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Scheduled Activity
Triggers when a new scheduled activity is created.
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Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is updated.
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Instant
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Opportunity Lost
Triggers when an opportunity is lost.
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Instant
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Proposal Sent
Triggers when a proposal is sent.
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Instant
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- Opportunity templateRequired
- SurnameRequired
- Name
- Addressline1Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer TypeRequired
- Addressline1Required
- Job DescriptionRequired
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
Action
Write
- ProductsRequired
Trigger
Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
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- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
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- ProductsRequired
Trigger
Instant
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- MembershipsRequired
- Membership LevelsRequired
Trigger
Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
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- SequencesRequired
Trigger
Instant
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- ListsRequired
Trigger
Instant
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- Tag CategoriesRequired
- TagsRequired
Trigger
Instant
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- Video CategoriesRequired
- VideosRequired
Trigger
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

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

Learn more

Related categories

Scheduling & Booking

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

Commusoft + Kartra

Create new leads in Kartra for each new customer in Commusoft

New Customer

Job Closed

New Contact

New Job

New Proposal

New Work Address

Opportunity Cancelled

Opportunity Won

New Office Tasks

Create New Customer

Create New Work Address

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

New Diary

Job Complete

New Invoice

New Opportunity

New Scheduled Activity

Opportunity Stage Changed

Opportunity Lost

Proposal Sent

Create Opportunity

Create New Job

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

About Commusoft

Related categories

About Kartra