Acuity Scheduling + Kartra

Generate new Kartra leads from new products orders in Acuity Scheduling

Automate your lead generation process with this workflow. When a new product order is placed in Acuity Scheduling, it will seamlessly create a new lead in your Kartra system, saving your sales team valuable time and effort. It's a smart and efficient solution for businesses wanting to streamline their sales pipeline and stay organized.

When this happens...
New Product Order
Triggers when a new order is completed.
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Create New Lead
Creates a new lead in your Kartra account.
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Supported triggers and actions

What does this mean?

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Scheduled
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- Calendar
- Appointment Type
Trigger
Instant
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New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- PackageRequired
- Certificate Code
- Email Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Appointment IDRequired
Action
Search
- 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
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search

- Calendar
- Appointment Type
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
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- CouponRequired
- Certificate Code
Action
Write
- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- 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
Trigger
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
- 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
- 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
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

Learn more

Related categories

Scheduling & Booking

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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.

Related categories

Marketing Automation

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Zapier Interfaces

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

Acuity Scheduling + Kartra

Generate new Kartra leads from new products orders in Acuity Scheduling

Appointment Start

Appointment Canceled

New Product Order

Add Package Code

API Request (Beta)

Find Appointment by ID

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

New Appointment

Appointment Rescheduled

Add Coupon Code

Add Blocked Off Time

Add or Update Client

Find Appointments by Client Info

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

About Acuity Scheduling

Related categories

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Appointlet

Setmore Appointments

SuperSaaS

About Kartra

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Zapier Interfaces

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