Integrate Kartra with Retently

Trigger NPS/CSAT surveys after key customer interactions such as subscription sign-ups or cancellations, sync customer profiles and engagement data, and utilize feedback scores to enhance marketing strategies and customer retention efforts.

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About Kartra

Kartra is a platform that offers tools for marketing automation, allowing users to manage leads, track customers, and administer subscription services within their business.

Kartra logoRetently

Kartra to Retently

1

Affiliate Signs Up for Product

Triggers when an affiliate signs up for a product.
2

Customer Buys Product

Triggers when a customer buys a product.
3

Lead Completes a Calendar

Triggers when a lead completes a calendar.
4

Customer Cancels Subscription

Triggers when a customer cancels a subscription.
5

JV Signs Up for Product

Triggers when a JV signs up for a product.
6

Lead Is Revoked Access to Membership

Triggers when a lead is revoked access to membership.
7

Customer Partial Refunds Product

Triggers when a customer partial refunds a product.
8

Customer Refunds Product

Triggers when a customer refunds a product.
9

Lead Is Added to Sequence

Triggers when a lead is added to a sequence.
10

Lead Subscribes to List

Triggers when a lead is subscribed to a list.
11

Lead Is Unassigned Tag

Triggers when a lead is unassigned a tag.
12

Lead Completes a Kartra Video

Triggers when a lead completes a Kartra video.
13

Lead Visits External Page

Triggers when a lead visits an external page.
14

Lead Is Assigned Tag

Triggers when a lead is assigned a tag.
15

Lead Cancels a Calendar

Triggers when a lead cancels a calendar.
16

Lead Registers to a Calendar

Triggers when a lead is registered to a calendar.
17

Lead Fills an Optin Form

Triggers when a lead fills in an optin form.
18

Lead Is Granted Access to Membership

Triggers when a lead is granted access to membership.
19

Lead Clicks on a Page Split Test Link

Triggers when a lead clicks on a page split test link.
20

Lead Reaches Score for the First Time

Triggers when a lead reaches score for the first time.
21

Lead Completes a Sequence

Triggers when a lead completes a sequence.
22

Lead Is Removed From Sequence

Triggers when a lead is removed from a sequence.
23

Lead Clicks on a Tracking Link

Triggers when a lead clicks on a tracking link.
24

Lead Is Unsubscribed From List

Triggers when a lead is unsubscribed from a list.
25

Lead Plays a Kartra Video

Triggers when a lead plays a Kartra video.
26

Lead Visits a Kartra Page

Triggers when a lead visits a Kartra page.
RetentlyKartra logo

Retently to Kartra

1

Assign Tag to Lead

Assigns a lead to tags in your Kartra account.
2

Subscribe Lead to Calendar

Subscribes a lead to a Kartra calendar.
3

Create Custom Field

Creates a custom field in your Kartra account.
4

Edit Lead

Edits an existing lead from your Kartra account.
5

Modify Subscription Status

Modifies the subscription status.
6

Refund a Transaction

Refunds a Kartra transaction.
7

Retrieve All the Lists in Your Account

Gets all the lists in your Kartra account.
8

Retrieve All the Sequences in Your Account

Gets all the sequences from your Kartra account.
9

Retrieve All the Custom Fields in Your Account

Gets all the custom fields from your account in Kartra.
10

Subscribe Lead to Sequence

Subscribes a lead to a sequence at a particular step in your Kartra account.
11

Unsubscribe Lead From List

Unsubscribes a lead from lists in your Kartra account.
12

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
13

Retrieve Subscription Details

Retrieves the subscription details.
14

Search Lead

Searches for a lead in your Kartra account.
15

Cancel Lead Subscription to Calendar

Cancels a lead subscription to a Kartra calendar.
16

Cancel a Subscription

Cancels a Kartra subscription.
17

Create New Lead

Creates a new lead in your Kartra account.
18

Edit Subscription

Edits subscription details.
19

Add Points to a Lead

Adds points to a lead in your Kartra account.
20

Remove Points From a Lead

Removes points from a lead in your Kartra account.
21

Retrieve All the Pages in Your Account

Gets all the pages in your Kartra account.
22

Retrieve All the Tags in Your Account

Gets all the tags from your account in Kartra.
23

Subscribe Lead to List

Subscribes a lead to lists in your Kartra account.
24

Unassign Tag From Lead

Removes tags from a lead of your choosing.
25

Unsubscribe Lead From Sequence

Unsubscribes a lead from sequences in your Kartra account.
26

Retrieve Lead Details

Gets the details of the lead, including transactions made, subscriptions to lists, tags and sequences.
27

Retrieve Transaction Details

Retrieves transaction details.

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