Kartra + Sage Intacct
Find customers in Sage Intacct when new leads fill an optin form in Kartra
Easily connect Kartra and Sage Intacct with this smart workflow. Whenever a new lead fills an opt-in form in Kartra, the system will swiftly search for that customer in your Sage Intacct database. It solves the issue of manually cross-checking new leads against an existing customer base, saving time and ensuring a streamlined management of leads and customer accounts.
Easily connect Kartra and Sage Intacct with this smart workflow. Whenever a new lead fills an opt-in form in Kartra, the system will swiftly search for that customer in your Sage Intacct database. It solves the issue of manually cross-checking new leads against an existing customer base, saving time and ensuring a streamlined management of leads and customer accounts.
- When this happens!
Lead Fills an Optin FormTriggers when a lead fills in an optin form.
TriggerInstantThis event starts a Zap instantly.
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Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page CategoryRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoryRequired
Assign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Calendar ClassRequired
Starting Date
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field IdentifierRequired
Custom Field TypeRequired
Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
Amount
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to SequenceRequired
Sequence StepRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page Split Test LinkRequired
VersionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tracking Link CategoryRequired
Tracking LinksRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kartra Page WebsiteRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Calendar ClassRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription ID
Transaction ID
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Product FunnelsRequired
ProductRequired
Product Price PointRequired
Next Payment Date
Amount
Recurrence
Quantity
Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Points to a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Points From a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoryRequired
Unassign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From SequenceRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Details
Email
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Kartra
Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
Related categories
About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
Related categories
Related Zap Templates
- Assign Kartra tags to leads for new invitee created events in Calendly
- Create leads in Kartra from new Jotform submissions
- Create new lead in Kartra for every new subscriber in Manychat
- Create Google Sheet rows for new customers buying products in Kartra
- Assign Karta tags to leads for new appointments in Acuity Scheduling
- Subscribe leads to a Kartra list from new appointments in Acuity Scheduling
- Create Kartra leads from new invitees created in Calendly
- Create Facebook Conversions events when new leads fill Kartra optin forms
- Assign tags to new leads in Kartra when submissions are received in Jotform
- Create new Kartra leads from new ScoreApp sign-ups
- Create Google Sheets rows for new leads filling a Kartra optin form
- Create Zoom webinar registrants for new leads filling Kartra optin forms
- Add emails to Facebook Custom Audiences when new leads fill out optin forms in Kartra
- Create Airtable records when new Kartra memberships are granted access
- Create new leads in Kartra whenever new registrants are added to StealthSeminar
- Create new Kartra leads from new Airtable records
- Assign tags to new Kartra leads when OnceHub bookings are scheduled
- Create new leads in Kartra for new rows in a Google Sheet
- Create new Kartra leads from new eWebinar registrations
- Subscribe leads to Kartra lists from new appointments in Acuity Scheduling
- Send channel messages in Slack when new customers buy products in Kartra
- Add new Kartra leads to AWeber as subscribers when they fill an opt-in form
- Send sms via SMS by Zapier when new customers buy products in Kartra
- Create Kartra leads from new Calendly invitees
- Create/update ActiveCampaign contacts when customers buy products in Kartra
- Assign tags to new Kartra leads when membership questions are answered in Skool
- Assign tags to leads in Kartra when new product purchases occur in ThriveCart
- Create Trello cards from new Kartra opt-in form leads
- Add tags to Kartra leads for new Typeform entries
- Add or update audiences in Membership.io when new products are purchased in Kartra
- Create or update Keap contacts when new opt-in forms are filled in Kartra
- Subscribe leads to lists on Kartra for new Google Ads leads
- Send Gmail emails for new leads filling optin forms in Kartra
- Send outbound emails when new leads fill an optin form in Kartra
- Create Google Sheet rows for new leads subscribing to lists in Kartra
- Create Google Sheets rows for new leads assigned a tag in Kartra
- Create or update ActiveCampaign contacts for new leads assigned a tag in Kartra
- Create Kartra leads for new or updated rows in a Google Sheet
- Send Gmail emails for new Kartra leads assigned tags
- Increment Growth Hound counter when a new tag is assigned to a lead in Kartra
- Increment Growth Hound counter when a new lead subscribes to a list in Kartra
- Increment Growth Hound counter when a new lead fills an opt-in form in Kartra
- Increment Growth Hound counter when a new lead is unassigned a tag in Kartra
- Increment Growth Hound counter when a new lead is unsubscribed from a list in Kartra
- Increment Growth Hound counter when a new lead is added to a sequence in Kartra
- Increment Growth Hound counter when a new lead is removed from a sequence in Kartra
- Increment Growth Hound counter when a new lead completes a sequence in Kartra
- Increment Growth Hound counter when a new lead reaches a score in Kartra
- Increment Growth Hound counter when a new affiliate is created in Kartra
- Increment Growth Hound counter when a new purchase occurs in Kartra
- Increment Growth Hound counter when a new refund occurs in Kartra
- Increment Growth Hound counter when a subscription is canceled in Kartra
- Increment Growth Hound counter when a new calendar registration is created in Kartra
- Increment Growth Hound counter when a calendar registration is completed in Kartra
- Increment Growth Hound counter when a calendar registration is canceled in Kartra
- Increment Growth Hound counter when a lead visits a Kartra page in Kartra
- Increment Growth Hound counter when a partial refund occurs in Kartra
- Create or update ActiveCampaign contacts for new Kartra leads from optin forms
- Create or update ActiveCampaign contacts for new leads subscribing to lists in Kartra
- Send outbound emails for new leads assigned tags in Kartra
- Subscribe new leads to Kartra lists from new form entries in GrooveFunnels
- Send new Kartra subscribers to ProveSource
- Create Kartra leads from new POWR Form Builder responses
- Create Kartra leads from new POWR Popup responses
- Make Wicked Reports attributed clicks from new Kartra optin form entries
- Subscribe leads to lists in Kartra for new appointments in Acuity Scheduling
- House WordPress websites on your server with new leads assigned to lists in Kartra
- Send Gmail emails when new customers buy products in Kartra
- Add new Kartra subscribers to a Google Ads customer list
- Add contacts to a Google Ads customer list for leads are assigned tags on Kartra
- Add contacts to a Google Ads customer list for new leads added to sequences on Kartra
- Add contacts to a Google Ads customer list for leads fill optin forms on Kartra
- Add contacts to Google Ads customer lists when new leads are assigned tags on Kartra
- Log new leads granted access to memberships on Kartra as offline conversions in Google Ads
- Subscribe Lead to Sequence on Kartra for new Google Ads leads
- Create leads on Kartra for new Google Ads leads
- Assign tags to leads on Kartra for new Google Ads leads
- Send offline conversions in Google Ads with new product purchases by Kartra customers
- Add new CabinPanda submissions to Kartra as leads
- Find courses in Moodle when customers buys new Kartra products
- Update SegMetrics orders and contacts with new Kartra sales
- Generate Simply Budget revenues for new Kartra purchases
- Add new Kartra purchases to TrackMage
- Create Kartra leads from new Voxloud inbound calls
- Create Kartra leads from new Voxloud outbound calls
- Remove users in Website Toolbox Forum for new revoked memberships in Kartra
- Create new Kartra leads from Gleam.io campaign subscribers
- Generate funnel events in Facebook Conversions from new purchases in Kartra
- Create funnel events in Facebook Conversions from new tagged leads in Kartra
- Create lead events in Facebook Conversions from new purchases in Kartra
- Create lead events in Facebook Conversions from new tagged leads in Kartra
- Generate other events in Facebook Conversions from new purchases in Kartra
- Create other events in Facebook Conversions from new tagged leads in Kartra
- Create funnel events in Facebook Conversions from new purchases in Kartra
- Create funnel events in Facebook Conversions from new tagged leads in Kartra
- Create lead events in Facebook Conversions from new purchases in Kartra
- Create lead events in Facebook Conversions from new tagged leads in Kartra
- Create other events in Facebook Conversions from new purchases in Kartra
- Create other events in Facebook Conversions from new tagged leads in Kartra
- Create Wisernotify conversions when new leads subscribe to Kartra lists
Related Zap Templates
- Assign Kartra tags to leads for new invitee created events in Calendly
- Create Google Sheet rows for new customers buying products in Kartra
- Create Kartra leads from new invitees created in Calendly
- Create new Kartra leads from new ScoreApp sign-ups
- Add emails to Facebook Custom Audiences when new leads fill out optin forms in Kartra
- Create new Kartra leads from new Airtable records
- Create new Kartra leads from new eWebinar registrations
- Add new Kartra leads to AWeber as subscribers when they fill an opt-in form
- Create/update ActiveCampaign contacts when customers buy products in Kartra
- Create Trello cards from new Kartra opt-in form leads
- Create or update Keap contacts when new opt-in forms are filled in Kartra
- Send outbound emails when new leads fill an optin form in Kartra
- Create or update ActiveCampaign contacts for new leads assigned a tag in Kartra
- Increment Growth Hound counter when a new tag is assigned to a lead in Kartra
- Increment Growth Hound counter when a new lead is unassigned a tag in Kartra
- Increment Growth Hound counter when a new lead is removed from a sequence in Kartra
- Increment Growth Hound counter when a new affiliate is created in Kartra
- Increment Growth Hound counter when a subscription is canceled in Kartra
- Increment Growth Hound counter when a calendar registration is canceled in Kartra
- Create or update ActiveCampaign contacts for new Kartra leads from optin forms
- Subscribe new leads to Kartra lists from new form entries in GrooveFunnels
- Create Kartra leads from new POWR Popup responses
- House WordPress websites on your server with new leads assigned to lists in Kartra
- Add contacts to a Google Ads customer list for leads are assigned tags on Kartra
- Add contacts to Google Ads customer lists when new leads are assigned tags on Kartra
- Create leads on Kartra for new Google Ads leads
- Add new CabinPanda submissions to Kartra as leads
- Generate Simply Budget revenues for new Kartra purchases
- Create Kartra leads from new Voxloud outbound calls
- Generate funnel events in Facebook Conversions from new purchases in Kartra
- Create lead events in Facebook Conversions from new tagged leads in Kartra
- Create funnel events in Facebook Conversions from new purchases in Kartra
- Create lead events in Facebook Conversions from new tagged leads in Kartra
- Create Wisernotify conversions when new leads subscribe to Kartra lists
- Create leads in Kartra from new Jotform submissions
- Assign Karta tags to leads for new appointments in Acuity Scheduling
- Create Facebook Conversions events when new leads fill Kartra optin forms
- Create Google Sheets rows for new leads filling a Kartra optin form
- Create Airtable records when new Kartra memberships are granted access
- Assign tags to new Kartra leads when OnceHub bookings are scheduled
- Subscribe leads to Kartra lists from new appointments in Acuity Scheduling
- Send sms via SMS by Zapier when new customers buy products in Kartra
- Assign tags to new Kartra leads when membership questions are answered in Skool
- Add tags to Kartra leads for new Typeform entries
- Subscribe leads to lists on Kartra for new Google Ads leads
- Create Google Sheet rows for new leads subscribing to lists in Kartra
- Create Kartra leads for new or updated rows in a Google Sheet
- Increment Growth Hound counter when a new lead subscribes to a list in Kartra
- Increment Growth Hound counter when a new lead is unsubscribed from a list in Kartra
- Increment Growth Hound counter when a new lead completes a sequence in Kartra
- Increment Growth Hound counter when a new purchase occurs in Kartra
- Increment Growth Hound counter when a new calendar registration is created in Kartra
- Increment Growth Hound counter when a lead visits a Kartra page in Kartra
- Create or update ActiveCampaign contacts for new leads subscribing to lists in Kartra
- Send new Kartra subscribers to ProveSource
- Make Wicked Reports attributed clicks from new Kartra optin form entries
- Send Gmail emails when new customers buy products in Kartra
- Add contacts to a Google Ads customer list for new leads added to sequences on Kartra
- Log new leads granted access to memberships on Kartra as offline conversions in Google Ads
- Assign tags to leads on Kartra for new Google Ads leads
- Find courses in Moodle when customers buys new Kartra products
- Add new Kartra purchases to TrackMage
- Remove users in Website Toolbox Forum for new revoked memberships in Kartra
- Create funnel events in Facebook Conversions from new tagged leads in Kartra
- Generate other events in Facebook Conversions from new purchases in Kartra
- Create funnel events in Facebook Conversions from new tagged leads in Kartra
- Create other events in Facebook Conversions from new purchases in Kartra
- Create new lead in Kartra for every new subscriber in Manychat
- Subscribe leads to a Kartra list from new appointments in Acuity Scheduling
- Assign tags to new leads in Kartra when submissions are received in Jotform
- Create Zoom webinar registrants for new leads filling Kartra optin forms
- Create new leads in Kartra whenever new registrants are added to StealthSeminar
- Create new leads in Kartra for new rows in a Google Sheet
- Send channel messages in Slack when new customers buy products in Kartra
- Create Kartra leads from new Calendly invitees
- Assign tags to leads in Kartra when new product purchases occur in ThriveCart
- Add or update audiences in Membership.io when new products are purchased in Kartra
- Send Gmail emails for new leads filling optin forms in Kartra
- Create Google Sheets rows for new leads assigned a tag in Kartra
- Send Gmail emails for new Kartra leads assigned tags
- Increment Growth Hound counter when a new lead fills an opt-in form in Kartra
- Increment Growth Hound counter when a new lead is added to a sequence in Kartra
- Increment Growth Hound counter when a new lead reaches a score in Kartra
- Increment Growth Hound counter when a new refund occurs in Kartra
- Increment Growth Hound counter when a calendar registration is completed in Kartra
- Increment Growth Hound counter when a partial refund occurs in Kartra
- Send outbound emails for new leads assigned tags in Kartra
- Create Kartra leads from new POWR Form Builder responses
- Subscribe leads to lists in Kartra for new appointments in Acuity Scheduling
- Add new Kartra subscribers to a Google Ads customer list
- Add contacts to a Google Ads customer list for leads fill optin forms on Kartra
- Subscribe Lead to Sequence on Kartra for new Google Ads leads
- Send offline conversions in Google Ads with new product purchases by Kartra customers
- Update SegMetrics orders and contacts with new Kartra sales
- Create Kartra leads from new Voxloud inbound calls
- Create new Kartra leads from Gleam.io campaign subscribers
- Create lead events in Facebook Conversions from new purchases in Kartra
- Create other events in Facebook Conversions from new tagged leads in Kartra
- Create lead events in Facebook Conversions from new purchases in Kartra
- Create other events in Facebook Conversions from new tagged leads in Kartra