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Select a trigger from Salesmate
Setup an action from Kartra
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Connect Salesmate 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.
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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 User
Triggers when a new user created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Update Activity
Triggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Contact
Triggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Select ModuleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for Total Rows in Company
Searches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search for Total Rows in Deal
Searches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Activity
Finds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Contact
Finds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Deal
Search or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find or Create a Company
x
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 - Teammates
- Participants
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- 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
- Enter the Activity IdRequired
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
- Enter the Activity IdRequired
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.- Enter the Activity IdRequired
- 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
- Enter the Activity IdRequired
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
- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assign a TagRequired
- EmailRequired
- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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- Enter the Activity IdRequired
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New De-Activated User
Triggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Activity Note
Triggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Company Note
Triggers when a new company note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact Note
Triggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Company
Triggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Deal
Triggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Add New User
Created new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Company
Creates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Random User
Select a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for Total Rows in Activity
Searches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search for Total Rows in Contacts
Searches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Company
Finds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Deal
Finds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Activity
Search or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Contact
Search or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Teammates
- Participants
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- Find or create a contact
x
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 - Select ModuleRequired
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- 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
- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription ID
- Transaction ID
- EmailRequired
- Enter the Activity IdRequired
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
- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assign a TagRequired
- EmailRequired
- Enter the Activity IdRequired
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
- Enter the Activity IdRequired
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
- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assign a TagRequired
- EmailRequired
- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Enter the Activity IdRequired
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