Kartra + OpenPhone

Send notifications for new Kartra opt-in leads as OpenPhone messages

Stay connected and engaged with new leads by automatically sending personalized text messages via OpenPhone when someone fills out an opt-in form in Kartra. This seamless workflow saves time and ensures timely communication with potential clients, helping you stay on top of your lead nurturing process.

When this happens...
Lead Fills an Optin Form
Triggers when a lead fills in an optin form.
TriggerInstant
automatically do this!
Send a Message
Sends a new message via OpenPhone.
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
Trigger
Instant
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- ListsRequired
Trigger
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
- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- Select Phone NumbersRequired
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Instant
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- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
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
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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
- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write

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

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Learn more

Related categories

Phone & SMS

Related Zap Templates

Send a message in OpenPhone when a new lead is tagged in Kartra

Related Zap Templates

Send a message in OpenPhone when a new lead is tagged in Kartra

Kartra + OpenPhone

Send notifications for new Kartra opt-in leads as OpenPhone messages

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

Call Recording Completed

Outgoing Message Delivered

Outgoing Call Completed

Send a Message

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

Incoming Call Completed

Incoming Message Received

Create or Update Contact

About Kartra

Related categories

Similar apps

Zapier Interfaces

About OpenPhone

Related categories

Related Zap Templates

Related Zap Templates