Service Provider Pro + Kartra Integration

Integrate Kartra to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create leads, assign tags, update customer details, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro 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.
  • 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 Kartra + Service Provider Pro Integration

Capture orders, create leads, assign tags, update customer details, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Service Provider Pro + Kartra Integration

Create Kartra lead for new Service Provider Pro order

When a new Service Provider Pro order is placed, it's important to create a Kartra lead for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Kartra lead and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Kartra lead for every Service Provider Pro order, you can maximize your chances of success with each customer.
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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 Kartra + Service Provider Pro flow

Connect customer billing, team notifications, CRM sync, and sheet logging after your core automation finishes. Pick a combination and activate it in one click.

Service Provider Pro
Kartra
+
StripeStripe (3)
+
SlackSlack (3)
+
ActiveCampaignActiveCampaign (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (2)
+
TypeformTypeform (2)
S
S
K
When an order is created in Service Provider Pro, create a customer in Stripe and create a lead in Kartra
New Service Provider Pro orders instantly generate a customer record in Stripe and a new lead in Kartra without manual data entry.
S
S
K
When an invoice is paid in Service Provider Pro, create a charge in Stripe and assign a tag in Kartra
Paid Service Provider Pro invoices instantly record a charge in Stripe and assign the correct tag to your lead in Kartra.
S
S
K
When a subscription is cancelled in Service Provider Pro, cancel the subscription in Stripe and unsubscribe the lead in Kartra
Cancelled Service Provider Pro subscriptions automatically cancel in Stripe and unsubscribe the lead from your Kartra list.

Supported triggers and actions for Service Provider Pro and Kartra

Mix and match to build the exact automation you need

Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available
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
Try it →
Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
Try it →
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
Try it →
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
Try it →
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 Kartra + Service Provider Pro?

Streamline your agency operations and marketing workflows by connecting Kartra and Service Provider Pro.

What you can automate?
🚀
Create Kartra leads from Service Provider Pro orders automatically
Every time an order is created in Service Provider Pro, a corresponding lead is generated in Kartra instantly. Eliminate manual data entry and keep your marketing database in sync with your agency billing.
📝
Capture every submitted field and custom detail
Map all available form submissions and order details from Service Provider Pro into Kartra fields. Ensure every customer property is accurately stored without missing critical information.
🔔
Notify your team the moment an order arrives
Alert your sales or fulfillment team instantly in Slack whenever a new order or payment is processed in Service Provider Pro. Keep everyone aligned and ready to act.
🔀
Route records based on submitted order criteria
Apply different Kartra tags or sequences depending on the specific product or subscription purchased in Service Provider Pro. Tailor your automated follow-ups to each customer type.
🔄
Keep customer data updated across both platforms
Automatically update Kartra lead records when order statuses or subscription details change in Service Provider Pro. Maintain consistent customer profiles everywhere.
🔍
Search and update existing records without duplicates
Check if a lead already exists in Kartra before creating a new entry when an order is placed in Service Provider Pro. Prevent duplicate profiles and keep your database clean.
💳
Handle payment status changes and refunds smoothly
Trigger automated Kartra actions when Service Provider Pro invoices are paid, refunded, or subscriptions are cancelled. Keep your marketing access aligned with billing health.
📊
Extend your workflow to Google Sheets and other tools
Log every Service Provider Pro order into Google Sheets while simultaneously creating your Kartra leads. Build multi-step pipelines across your entire tech stack.
And much more...

Who is Kartra + Service Provider Pro integration for?

Connecting Kartra and Service Provider Pro eliminates manual data transfer between your agency billing platform and your marketing automation tools.

Agency directors
Agency directors
Client onboarding specialists
Client onboarding specialists
Account managers
Account managers
Operations coordinators
Operations coordinators
Sales team leads
Sales team leads
Billing managers
Billing managers
📈
Agency directors
You track client acquisition through Kartra campaigns while monitoring revenue in Service Provider Pro, but your reports lag behind manual updates so your strategic decisions rely on outdated numbers — this integration means every new order updates your tracking instantly and your pipeline stays accurate.
Client onboarding specialists
You manage new signups arriving from Service Provider Pro and need to trigger Kartra sequences immediately, but manual handoffs cause frustrating delays for new clients — automating both apps means every new account instantly starts its onboarding sequence without waiting on manual triggers.
📋
Account managers
You provide regular progress updates to clients based on Service Provider Pro activity, but missing data from Kartra leaves gaps in your client reporting history — connecting these apps means all order and lead milestones sync automatically so your client reviews are always complete.
⚙️
Operations coordinators
You process high volumes of Service Provider Pro orders and manually create corresponding Kartra leads every day, but peak periods lead to missed records and broken follow-ups — automating both apps means every order instantly generates a lead so nothing slips through the cracks.
🎯
Sales team leads
You wait for Service Provider Pro invoices to be paid before assigning Kartra follow-up sequences to your sales reps, but communication delays slow down your response times — integrating these apps means paid invoices instantly trigger the right lead sequences and your team acts on hot leads right away.
💼
Billing managers
You reconcile Service Provider Pro payment records with Kartra customer profiles, but manual entry errors create permanent discrepancies in your financial history — with this integration, every transaction updates customer records automatically to maintain a flawless audit trail.
Our team

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Why choose Integrately to automate Service Provider Pro + Kartra

Build and manage your Service Provider Pro + 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 Service Provider Pro + 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
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 Kartra to Service Provider Pro?
Frequently Asked Questions
You can connect Kartra to Service Provider Pro in 1 click using ready templates on Integrately or ask Integrately AI to build your workflow. It links seamlessly with tools like Stripe, Slack, and Google Sheets without any coding.
Can I automatically create a Kartra lead when a Service Provider Pro order is created?
Frequently Asked Questions
Can I connect Kartra, Service Provider Pro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Service Provider Pro?
Frequently Asked Questions
How are Kartra lead records updated from Service Provider Pro orders?
Frequently Asked Questions
How does Service Provider Pro handle order data during automation?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Service Provider Pro?
Frequently Asked Questions
Is the Kartra and Service Provider Pro integration free?
Frequently Asked Questions
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You Can Also Connect Kartra or Service Provider Pro With 1500+ Other Apps

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Service Provider Pro
Popular Service Provider Pro Integrations
Sync Service Provider Pro with invoicing, project management, and communication tools to streamline client operations.