Invois Online + Kartra Integration

Integrate Invois Online to Kartra in one click, or tell Integrately AI how you want each invoice handled. Generate invoices, update clients, create leads, and track payments automatically.

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1.
  • Invois Online
    Invoice status is changed in Invois Online Instant
  • Invois Online
    Invoice is created in Invois Online 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.
  • Invois Online
    Create client in Invois Online
  • Invois Online
    Create invoice in Invois Online
  • Invois Online
    Search client in Invois Online
  • Invois Online
    Update invoice in Invois Online
  • Invois Online
    Create payment in Invois Online
  • Invois Online
    Update client in Invois Online
  • Invois Online
    Search invoice in Invois Online
  • 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 Invois Online + Kartra Integration

Capture leads, update invoices, record payments, and manage clients, all in just one click.

Most popular automationmost-popular-automations
Invois Online + Kartra Integration

Create Kartra lead for new Invois Online order

If you're using Invois Online to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding lead should also be created in Kartra.

This will ensure that all future correspondence with the customer is tracked and attributed to that lead, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Connect more apps to your Invois Online + Kartra flow

Extend your billing and marketing setup by connecting finance tools, spreadsheets, and messaging platforms once your core workflow runs. Pick a combination and activate it in one click.

Invois Online
Kartra
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
NotionNotion (3)
I
S
K
Create a customer in Stripe when an invoice is created in Invois Online, and create a lead in Kartra.
New Invois Online invoices instantly set up customer records in Stripe and create leads in Kartra without manual handoffs.
I
S
K
When invoice status is changed in Invois Online, create a payment in Stripe and assign a tag to lead in Kartra.
Paid invoices automatically record payments in Stripe and update tags in Kartra, keeping your revenue and marketing data aligned.
K
I
S
Search client in Invois Online when a customer buys a product in Kartra, and create an invoice in Stripe.
Kartra purchases instantly check your Invois Online client list and create corresponding records in Stripe.

Supported triggers and actions for Invois Online and Kartra

Mix and match to build the exact automation you need

Invois Online
Invois Online Triggers & Actions
Instant
Invoice status is changed in Invois Online
Triggers the automation when the status of an invoice is changed
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Instant
Invoice is created in Invois Online
Triggers the automation when a new invoice is created
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Create client in Invois Online
Creates a new client
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Create invoice in Invois Online
Creates a new invoice
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Search client in Invois Online
Searches for a client
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Update invoice in Invois Online
Updates an existing invoice
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Create payment in Invois Online
Creates a new payment
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Update client in Invois Online
Updates an existing client
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Search invoice in Invois Online
Searches for an invoice
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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
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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
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What can you automate with Invois Online + Kartra?

Streamline your billing, customer tracking, and lead management with ready-made workflows between Invois Online and Kartra.

What you can automate?
🔄
Sync Invois Online invoices with Kartra leads
Automatically generate a new Kartra lead whenever an invoice is created in Invois Online. Eliminate manual data transfer between your billing and marketing platforms.
📋
Capture every submitted form field
Map all available Kartra form answers into your Invois Online records instead of basic names and emails. Your database becomes a comprehensive source for client review.
🔔
Notify your team instantly on payment updates
Send instant alerts to your team whenever an invoice status changes or a customer completes a purchase in Kartra. Keep stakeholders informed without manual checking.
🔀
Route leads based on submitted criteria
Apply specific tags in Kartra or update client records in Invois Online depending on the exact details submitted by your customers during checkout.
🔄
Keep client data updated as records change
Automatically modify existing client profiles and invoices across both platforms whenever status updates or edits occur in your main dashboard.
🔍
Search and update instead of creating duplicates
Check existing client lists in Invois Online before creating new records from Kartra activity. Maintain a clean database with zero duplicate entries.
💳
Handle later payment and refund events
Track invoice status changes, successful payments, and refunds seamlessly across both applications to keep financial logs accurate.
💬
Extend your workflow to Slack and spreadsheets
Connect your Invois Online and Kartra flow with Slack to post instant team updates and Google Sheets to log every transaction automatically.
And much more...

Who is Invois Online + Kartra integration for?

Connecting Invois Online and Kartra helps growing businesses streamline invoicing, manage customer data, and track revenue without manual data entry.

Finance Managers
Finance Managers
Sales Operations Leads
Sales Operations Leads
Agency Owners
Agency Owners
E-commerce Founders
E-commerce Founders
Customer Success Leads
Customer Success Leads
Accountants
Accountants
📈
Finance Managers
You're reconciling monthly revenue reports by hand while sales data sits in separate marketing tools, so your financial summaries are always trailing behind actual transactions — automating both apps means every invoice update lands in your tracking sheets instantly and your revenue metrics stay current.
⚡
Sales Operations Leads
You need to follow up with buyers the moment payments clear, but manual invoice checks leave leads waiting hours for outreach — with this integration, every new customer purchase triggers immediate lead creation so your team can act without delay.
📊
Agency Owners
You answer to clients who want clear visibility into billing milestones and campaign progress, but compiling data across platforms takes hours of manual formatting — connecting these apps means your project records and invoice statuses stay perfectly aligned for client reviews.
🚀
E-commerce Founders
The volume of daily orders and customer signups is too high for anyone to keep up by hand, leading to missed client records and invoicing gaps — automating both apps means every transaction generates correct invoices and customer profiles automatically.
🤝
Customer Success Leads
You own onboarding and depend on billing teams to hand over new client details before you can reach out, causing friction in the customer journey — automating both apps means every new invoice instantly creates the necessary customer profile so onboarding starts on time.
📁
Accountants
You need a reliable history of all transactions and keep finding discrepancies between invoicing software and marketing databases — this integration means every client record and payment status is logged accurately with zero missing entries.
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Why choose Integrately to automate Invois Online + Kartra

Build and manage your Invois Online + 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 Invois Online + 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
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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.
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Frequently Asked Questions

How do I connect Invois Online to Kartra?
Frequently Asked Questions
You can connect Invois Online to Kartra in one click using pre-built templates or Integrately AI. Pair them with Stripe, Google Sheets, Slack, and 1,500+ other apps effortlessly.
Can I automatically create a Kartra lead when an invoice is created in Invois Online?
Frequently Asked Questions
Can I connect Invois Online, Kartra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invois Online and Kartra?
Frequently Asked Questions
How does Invois Online handle invoice creation data in this integration?
Frequently Asked Questions
Can Kartra trigger actions when form submissions occur?
Frequently Asked Questions
Do I need coding skills to automate Invois Online and Kartra?
Frequently Asked Questions
Is the Invois Online and Kartra integration free?
Frequently Asked Questions
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