Alegra + Kartra Integration

Integrate Alegra to Kartra in one click, or tell Integrately AI how you want each order handled. Generate invoices, update customer contacts, log payment records, and trigger follow-ups automatically.

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1.
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
Arrow Right
2.
  • Alegra
    Create invoice in Alegra
  • Alegra
    Create invoice in Costa Rica in Alegra
  • Alegra
    Create invoice in Peru in Alegra
  • Alegra
    Create invoice in Mexico in Alegra
  • Alegra
    Create invoice in Chile in Alegra
  • Alegra
    Create invoice in Colombia in Alegra
  • Alegra
    Create invoice in Argentina in Alegra
  • Alegra
    Send Invoice by mail in Alegra
  • Alegra
    Create invoice payment in Alegra
  • Alegra
    Search invoice in Alegra
  • Alegra
    Create contact in Alegra
  • Alegra
    Update contact in Alegra
  • Alegra
    Search contact in Alegra
  • Alegra
    Create contact in Argentina in Alegra
  • Alegra
    Create contact in chile in Alegra
  • Alegra
    Create contact in Costa Rica in Alegra
  • Alegra
    Create contact in Mexico in Alegra
  • Alegra
    Create contact in Peru in Alegra
  • Alegra
    Create contact in Colombia in Alegra
  • Alegra
    Update contact in Colombia in Alegra
  • Alegra
    Create item in Costa Rica in Alegra
  • Alegra
    Update item in Alegra
  • Alegra
    Create item in Alegra
  • Alegra
    Create item in Mexico in Alegra
  • Alegra
    Search item in Alegra
  • Alegra
    Create remission in Alegra
  • Alegra
    Create estimate in Alegra
  • Alegra
    Send estimate by mail in Alegra
  • Alegra
    Create tax in Alegra
  • Alegra
    Search tax in Alegra
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

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Ready Workflows Ready Workflows for Alegra + Kartra Integration

Create invoices from purchases, sync new customer contacts, update financial records, and log details, all in just one click.

Most popular automationsmost-popular-automations
Kartra + Alegra Integration

Create Alegra invoice for new Kartra order

As soon as you receive a new Kartra order, you need to generate a corresponding invoice so that you can get paid. With this Kartra - Alegra integration, a new invoice will be created in your Alegra software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Kartra order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Alegra + Kartra flow

Send data to billing platforms, email tools, and spreadsheets the moment a transaction completes. Pick a combination and activate it in one click.

Alegra
Kartra
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
K
A
S
When a customer buys a product in Kartra, create an invoice in Alegra and create a customer in Stripe.
Kartra purchases immediately generate an Alegra invoice and set up a customer profile in Stripe without manual data entry.
A
K
S
When an invoice is created in Alegra, assign a tag to the lead in Kartra and create a payment link in Stripe.
New Alegra invoices update customer segmentation in Kartra and generate a Stripe payment link instantly.
A
S
K
When a contact is created in Alegra, create a customer in Stripe and assign a tag to lead in Kartra.
New Alegra contacts flow into Stripe and Kartra automatically to maintain unified customer data across tools.
K
C
A
S
Use ChatGPT to analyse every new Kartra customer purchase, create an invoice in Alegra, and create a customer in Stripe.
ChatGPT processes purchase details before an Alegra invoice is generated and a Stripe customer is created.

Supported triggers and actions for Alegra and Kartra

Mix and match to build the exact automation you need

Alegra
Alegra Triggers & Actions
Invoice is created in Alegra
Triggers the automation when any invoice is added or modified
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Item is created in Alegra
Triggers the automation when a new item is created
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Contact is created in Alegra
Triggers the automation when a new contact is created
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Estimate is created in Alegra
Triggers the automation when a new estimate is created
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Create invoice in Alegra
Generates invoices for sales transactions
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Create invoice in Costa Rica in Alegra
Generate invoices with automated data entry in costa rica
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Create invoice in Peru in Alegra
Generates invoices for businesses in peru
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Create invoice in Mexico in Alegra
Generates invoices compliant with mexican tax laws
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Create invoice in Chile in Alegra
Generates invoices for business transactions in chile
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Create invoice in Colombia in Alegra
Generates invoices for colombian clients
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Create invoice in Argentina in Alegra
Generates invoices in compliance with argentina's invoicing regulations
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Send Invoice by mail in Alegra
Sends an invoice by mail
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Create invoice payment in Alegra
Generates and process invoice payments
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Search invoice in Alegra
Locates and retrieves invoices with
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Create contact in Alegra
Adds a new contact to the database
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Update contact in Alegra
Updates contact information with new details
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Search contact in Alegra
Finds and retrieves contact information
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Create contact in Argentina in Alegra
Adds a new contact to the address book for argentina
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Create contact in chile in Alegra
Adds a new contact to the address book in chile
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Create contact in Costa Rica in Alegra
Adds new contacts to your database in costa rica
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Create contact in Mexico in Alegra
Adds a new contact to the database with a mexican address
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Create contact in Peru in Alegra
Adds a new contact to the database for peru
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Create contact in Colombia in Alegra
Adds a new contact with colombian details
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Update contact in Colombia in Alegra
Updates contact information in colombia
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Create item in Costa Rica in Alegra
Creates a new item in costa rica
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Update item in Alegra
Updates an item with new information
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Create item in Alegra
Generates a new item
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Create item in Mexico in Alegra
Generates new item listings in mexico
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Search item in Alegra
Locates and retrieves particular item information
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Create remission in Alegra
Creates a new remission
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Create estimate in Alegra
Adds a new contact to the contact list
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Send estimate by mail in Alegra
Sends an estimate by mail
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Create tax in Alegra
Creates a new tax entry
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Search tax in Alegra
Searches for a tax
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Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
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Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
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Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
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Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
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Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
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Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
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Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
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Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
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Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
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Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
Try it โ†’
Create custom field in Kartra
Creates a new marketing campaign
Try it โ†’
Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it โ†’

What can you automate with Alegra + Kartra?

Streamline your billing, customer data sync, and marketing operations with proven workflows.

What you can automate?
๐Ÿงพ
Generate invoices from store purchases
Automatically create an Alegra invoice the moment a customer buys a product in Kartra to keep your financial records fully synchronised with your ecommerce store.
๐Ÿ“‹
Capture every submitted form field
Map detailed form responses from Kartra into comprehensive contact records in Alegra instead of losing critical customer notes during manual entry.
๐Ÿ””
Alert your team instantly on sales
Notify staff in Slack or via email the second an invoice is created or a purchase is completed so high-value clients receive immediate attention.
๐Ÿ”€
Route data based on customer tags
Apply conditional logic to handle VIP buyers differently than standard signups, triggering specific invoice types and customer tags in both apps.
๐Ÿ”„
Keep customer profiles up to date
Automatically update existing contact details in Alegra whenever lead information or buyer status changes within your Kartra account.
๐Ÿ”
Search and update to prevent duplicates
Check existing database records before creating new contacts or items, ensuring your Alegra account remains free of duplicate customer profiles.
๐Ÿ’ณ
Handle refunds and cancellations
Trigger automated status changes and follow-up tasks when a Kartra order is refunded or a membership is revoked.
๐Ÿ“Š
Extend workflows into Google Sheets
Log every transaction row and customer record in Google Sheets alongside your Alegra invoices and Kartra leads for comprehensive reporting.
And much more...

Who is Alegra + Kartra integration for?

Finance teams, ecommerce managers, and marketers connect these systems to eliminate manual data entry and keep billing and customer records perfectly aligned.

Finance directors and accountants
Finance directors and accountants
Sales managers
Sales managers
Client success leads
Client success leads
Ecommerce store owners
Ecommerce store owners
Marketing operations specialists
Marketing operations specialists
Operations directors
Operations directors
๐Ÿ“ˆ
Finance directors and accountants
You're reviewing revenue reports every week but your financial ledgers only update when someone manually transcribes store orders, so the figures you're reconciling against are always delayed โ€” automating both apps means every Kartra purchase generates an Alegra invoice instantly and your books stay current.
โšก
Sales managers
You manage inbound customer conversions but your CRM and invoicing tools operate in silos, so your team finds out about new buyers hours after payment โ€” connecting these apps means every transaction triggers immediate contact updates and team alerts so follow-ups happen without delay.
๐Ÿค
Client success leads
You answer to stakeholders who want immediate visibility on customer onboarding status, but customer data sits trapped across disconnected platforms โ€” this integration means every new buyer record flows straight into your financial and marketing tools so progress reports are always accurate.
๐Ÿ›’
Ecommerce store owners
You handle high transaction volumes during peak campaign windows and manual billing entry cannot keep up with incoming sales โ€” this integration means every order creates its corresponding invoice and contact record automatically without administrative bottlenecks.
๐ŸŽฏ
Marketing operations specialists
You depend on accurate customer data upstream to trigger targeted email campaigns and membership access, but delayed contact creation stalls your follow-up sequence โ€” automating both apps means every form submission and purchase propagates across platforms instantly.
๐Ÿ“‹
Operations directors
You need a reliable audit trail for every transaction and contact change, but manual copy-pasting leaves frequent gaps in your database history โ€” automating both apps means every record matches perfectly across systems without missing entries.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Alegra + Kartra

Build and manage your Alegra + Kartra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Alegra + Kartra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Alegra to Kartra?
Frequently Asked Questions
You can connect Alegra to Kartra in one click using pre-built templates or ask Integrately AI to build the automation for you. Pick a ready workflow, connect your accounts, and sync data instantly across Stripe, Mailchimp, QuickBooks Online, and 1,500+ other apps.
Can I automatically create invoices in Alegra when a customer buys a product in Kartra?
Frequently Asked Questions
Can I connect Alegra, Kartra, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Alegra and Kartra?
Frequently Asked Questions
How do contacts sync between Kartra and Alegra?
Frequently Asked Questions
Can I trigger marketing updates in Kartra from Alegra invoices?
Frequently Asked Questions
Do I need coding skills to automate Alegra and Kartra?
Frequently Asked Questions
Is the Alegra and Kartra integration free?
Frequently Asked Questions
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