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How Zapier works
Zapier makes it easy to integrate CoachAccountable with Kartra - no code necessary. See how you can get setup in minutes.
Select a trigger from CoachAccountable
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Kartra
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected CoachAccountable to Kartra
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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Connect CoachAccountable and Kartra to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Create more impactful campaigns with automation
![An illustration representing how to measure campaign impact with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Second_option_pfprvl.png)
Provide world-class support with a little help from automation
![An illustration representing how to automate customer support with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Third_option_l9djra.png)
Automate your way to actionable, up-to-date data
![An illustration representing how to move and manage data with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Fourth_option_bdv5iu.png)
Resolve incidents faster with automation
![An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Fifth_option_yc7xeu.png)
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new client invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Session
Triggers when a new Session is marked complete.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Action IDRequired
- Date Done
- Time Done
- Timezone
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- EmailRequired
- Coach ID
- Gender
- Timezone
- Address
- City
- State
- Zip
- Cell Phone
- Home Phone
- Work Phone
- Send Invitation
- Invitation Subject
- Invitation Message
- Upgrade if Needed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- CourseIDRequired
- Coach ID
- Start Date
- Start on Point
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceIDRequired
- Payment AmountRequired
- DateRequired
- Payment Method
- Check Number
- Allow Overpay
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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.- Tracking Link CategoryRequired
- 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
- 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.- 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
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription ID
- Product FunnelsRequired
- ProductsRequired
- 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.- 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.- 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.- 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. - 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.- Tracking Link 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.- 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.- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Coach
Triggers when a new coach is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice Payment
Triggers when a new payment is posted for an invoice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Client IDRequired
- The ActionRequired
- Date DueRequired
- Time DueRequired
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- DateRequired
- Number
- Tax Rate (%)
- Duplicate Number Handling
- Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product FunnelsRequired
- ProductsRequired
- 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
- ProductsRequired
- 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
- ProductsRequired
- Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product FunnelsRequired
- ProductsRequired
- 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.- Tracking Link CategoryRequired
- VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Tracking Link CategoryRequired
- PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Tracking Link 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
- Assign a TagRequired
- 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
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription ID
- Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assign a TagRequired
- 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. - Assign a TagRequired
- Sequence StepRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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.- Api_docs_info
- Apply standard error handling?Required
- Payment Method
- 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 ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app