CompanyCam (In Review) + Kartra Integration

Integrate CompanyCam (In Review) to Kartra in one click, or tell Integrately AI how you want each lead handled. Create leads, assign tags, update member details, and trigger email sequences automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • CompanyCam (In Review)
    Project is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Project is updated in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Photo is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Photo is updated in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Tag is added to photo in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Label is added to project in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Document is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Comment is created in CompanyCam (In Review) Instant
  • 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.
  • CompanyCam (In Review)
    Add project in CompanyCam (In Review)
  • CompanyCam (In Review)
    Search project in CompanyCam (In Review)
  • CompanyCam (In Review)
    Add tag to photo in CompanyCam (In Review)
  • CompanyCam (In Review)
    Create tag in CompanyCam (In Review)
  • 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 WorkflowsReady Workflows   for CompanyCam (In Review) + Kartra Integration

Create leads from projects, assign tags, update member records, and trigger email sequences, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your CompanyCam (In Review) + Kartra flow

Send payment details, alert your team, update tracking sheets, and schedule follow-ups once your core sync completes. Pick a combination and activate it in one click.

CompanyCam (In Review)
Kartra
+
StripeStripe (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
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When a new project is created in CompanyCam (In Review), create a customer in Stripe and assign a tag in Kartra.
Every new CompanyCam (In Review) project immediately sets up a Stripe customer and updates Kartra, keeping your billing and marketing aligned.
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When a Stripe payment succeeds, create a project in CompanyCam (In Review) and create a lead in Kartra.
Successful Stripe payments automatically spin up a new project in CompanyCam (In Review) and register the lead in Kartra.
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If a Stripe subscription is created, add a project in CompanyCam (In Review) and subscribe the lead to a sequence in Kartra.
New Stripe subscriptions automatically trigger a project in CompanyCam (In Review) and enroll the lead in Kartra.
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Use Claude to summarise Stripe payment metadata, add a project in CompanyCam (In Review), and update the lead in Kartra.
Claude analyses Stripe payment notes, creates a structured project in CompanyCam (In Review), and updates Kartra records.

Supported triggers and actions for CompanyCam (In Review) and Kartra

Mix and match to build the exact automation you need

CompanyCam (In Review)
CompanyCam (In Review) Triggers & Actions
Instant
Project is created in CompanyCam (In Review)
Triggers the automation when a new project is created
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Instant
Project is updated in CompanyCam (In Review)
Triggers the automation when a project is updated
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Instant
Photo is created in CompanyCam (In Review)
Triggers the automation when a new photo is created
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Instant
Photo is updated in CompanyCam (In Review)
Triggers the automation when a photo is updated
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Instant
Tag is added to photo in CompanyCam (In Review)
Triggers the automation when a tag is added
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Instant
Label is added to project in CompanyCam (In Review)
Triggers the automation when any project is labelled
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Instant
Document is created in CompanyCam (In Review)
Triggers the automation when a new document is created
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Instant
Comment is created in CompanyCam (In Review)
Triggers the automation when a new comment is created
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Add project in CompanyCam (In Review)
Creates a new project entry
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Search project in CompanyCam (In Review)
Searches for a project
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Add tag to photo in CompanyCam (In Review)
Assigns a tag to a photo based on its content or metadata
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Create tag in CompanyCam (In Review)
Generates a new tag
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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
Try it →
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
Try it →
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
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Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →

What can you automate with CompanyCam (In Review) + Kartra?

Streamline your visual project management and marketing workflows by connecting CompanyCam (In Review) and Kartra.

What you can automate?
🚀
Create Kartra leads from new CompanyCam (In Review) projects
Whenever a new project is created in CompanyCam (In Review), a corresponding lead is automatically established in Kartra. Eliminate manual data entry and keep your marketing records synchronized with field operations.
📝
Capture every submitted form field accurately
Map all available form answers and custom fields from Kartra directly into your project records. Ensure your team never misses important customer details or special instructions.
🔔
Notify your team the moment a project starts
Trigger instant team notifications whenever project milestones are reached or new leads are registered. Keep everyone aligned and ready to execute their next task.
🔀
Route records based on submitted criteria
Send leads to specific sequences or assign tags dynamically depending on the information submitted in Kartra forms. Ensure targeted follow-up for every prospective client.
🔄
Keep project records continuously updated
Automatically sync updates made to projects or leads across both platforms. Prevent data drift and ensure your team always references the most current information.
🛡️
Prevent duplicate records with smart search
Search existing leads by email before creating new entries to keep your database clean. Avoid cluttering your systems with redundant contact profiles.
💳
Handle purchases, refunds, and cancellations
Automatically update project statuses and lead tags when orders are refunded or subscriptions are cancelled. Maintain accurate financial and operational records without manual reviews.
🔌
Extend your workflow to Gmail or Slack
Connect your core CompanyCam (In Review) and Kartra flow with Gmail or Slack to send confirmation emails or channel alerts. Build robust multi-app pipelines tailored to your team.
And much more...

Who is CompanyCam (In Review) + Kartra integration for?

Connecting CompanyCam (In Review) and Kartra helps project managers, marketers, and business owners streamline operations, eliminate manual data entry, and keep customer workflows synchronized.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
E-commerce operators
E-commerce operators
Project coordinators
Project coordinators
Operations leads
Operations leads
📈
Performance marketers
You're running marketing campaigns and tracking conversions, but your dashboards only update when someone manually exports lead records, so the metrics you're optimising against are always a few hours behind — with this integration, every new submission lands in your system instantly and your data stays current.
Sales representatives
You need to follow up with prospective buyers the moment they show interest, but you find out about form fills too late because records sit untouched in unmonitored inboxes — this integration means every lead is captured immediately so you can reach out while interest is high.
📋
Account managers
You answer to clients who want immediate proof of project progress, but compiling visual updates and status reports by hand eats into your billable hours — with this integration, all project activities and lead records stay updated automatically without manual chasing.
🛒
E-commerce operators
The volume of incoming purchases and customer registrations is too high for anyone to keep up with by hand, leading to missed fulfillment steps and frustrated buyers — automating both apps means every transaction instantly triggers the right operational workflow.
🔄
Project coordinators
You own the operational kickoff phase and depend on someone upstream to hand over client details before you can begin work, causing frustrating bottlenecks — connecting these apps means project details flow straight into your workspace the second a customer converts.
🗂️
Operations leads
You need a reliable audit trail of every customer interaction and project milestone, but manual entry keeps leaving frustrating gaps in your history — this integration means every event is logged accurately across your tools for complete visibility.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate CompanyCam (In Review) + Kartra

Build and manage your CompanyCam (In Review) + 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 CompanyCam (In Review) + 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 — 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
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2
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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 CompanyCam (In Review) to Kartra?
Frequently Asked Questions
You can connect CompanyCam (In Review) to Kartra in 1-click using ready templates or Integrately AI. Sync your accounts alongside tools like Gmail, Google Sheets, and Slack to automate your workflow instantly.
Can I automatically create Kartra leads from CompanyCam (In Review) projects?
Frequently Asked Questions
Can I connect CompanyCam (In Review), Kartra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CompanyCam (In Review) and Kartra?
Frequently Asked Questions
How are CompanyCam (In Review) project updates handled?
Frequently Asked Questions
Can I manage Kartra leads and tags automatically?
Frequently Asked Questions
Do I need coding skills to automate CompanyCam (In Review) and Kartra?
Frequently Asked Questions
Is the CompanyCam (In Review) and Kartra integration free?
Frequently Asked Questions
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