Kartra + Softr Integration

Integrate Kartra to Softr in one click, or tell Integrately AI how you want each customer handled. Create user profiles, update access permissions, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Softr
    Create user in Softr
  • Softr
    Delete user in Softr

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Ready Workflows Ready Workflows for Kartra + Softr Integration

Create users from purchases, manage permissions, sync data, alert your team, and send welcome emails, all in just one click.

Most popular automationsmost-popular-automations
Kartra + Softr Integration

Create Softr user for new Kartra optin form response

When someone completes your Kartra, a new user is automatically created in your Softr. This way, you can quickly follow up with the optin form response and turn them into a customer!

Plus, all of the information from the Kartra is automatically populated in the new user, so you don't have to waste time manually entering data. Thus, having a Kartra - Softr integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + Softr Integration

Create Softr user from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' user information.

But did you know that you can easily integrate Kartra with Softr? This integration will allow you to automatically create a user for each new order in Softr.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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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 + Softr flow

Sync purchase data with billing tools, log user records in spreadsheets, notify teams in chat, and schedule onboarding calls. Pick a combination and activate it in one click.

Kartra
Softr
+
StripeStripe (4)
+
AirtableAirtable (3)
+
ActiveCampaignActiveCampaign (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
K
S
S
When a customer buys a product in Kartra, create a user in Softr and create a customer in Stripe
Every Kartra buyer gets a Softr user profile and a Stripe customer record instantly, keeping billing and app access in sync.
K
S
S
When a lead fills form in Kartra, create a user in Softr and create an invoice in Stripe
Turn Kartra form submissions into Softr portal accounts and generate Stripe invoices automatically without manual setup.
S
K
S
When a Stripe payment fails, update lead in Kartra and delete user in Softr
Revoke Softr portal access and update Kartra lead records automatically when a Stripe payment fails.
S
C
K
S
Use ChatGPT to analyse failed Stripe payments, update lead in Kartra, and delete user in Softr
Use ChatGPT to review failed Stripe payment reasons before updating Kartra and removing Softr access.

Supported triggers and actions for Kartra and Softr

Mix and match to build the exact automation you need

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
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
Try it →
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
Try it →
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
Try it →
Give points to lead in Kartra
Assigns points to the designated lead
Try it →
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
Try it →
Update lead in Kartra
Updates the lead information
Try it →
Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
Try it →
Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
Try it →
Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
Try it →
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 →
Softr
Softr Triggers & Actions
No trigger is available
Create user in Softr
Generates a new user account
Try it →
Delete user in Softr
Removes a user from the system
Try it →

What can you automate with Kartra + Softr?

Streamline customer onboarding, eliminate manual account creation, and keep your business data perfectly synchronized.

What you can automate?
🚀
Create Softr users from Kartra purchases
Automatically provision user accounts in Softr the moment a customer buys a product in Kartra, removing manual setup tasks.
📝
Capture every form submission detail
Map all form fields from Kartra submissions directly into Softr user profiles instead of just basic names and emails.
🔔
Alert your team instantly on signup
Send immediate notifications to your team whenever a new customer completes a Kartra purchase and receives portal access.
🔀
Route users based on form selections
Perform different actions in Softr and connected apps depending on the specific tier or options selected in Kartra forms.
🔄
Keep user records continuously updated
Synchronize profile changes between Kartra lead updates and Softr user accounts so your database never drifts out of date.
🛡️
Prevent duplicate account creation
Search existing user records before creating entries in Softr, ensuring clean directories without duplicate profiles.
⚠️
Handle refunds and subscription cancellations
Remove user access in Softr automatically when Kartra memberships are revoked or orders are refunded.
🔗
Extend workflows to tools like Slack
Connect your Kartra and Softr automation to Slack to notify teams or log events in external channels seamlessly.
And much more...

Who is Kartra + Softr integration for?

Teams connecting Kartra and Softr eliminate manual account provisioning, ensure customer records stay synchronized, and accelerate client onboarding.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Agency owners
Agency owners
Sales operations teams
Sales operations teams
Operations coordinators
Operations coordinators
Finance specialists
Finance specialists
📈
Performance marketers
You're running marketing campaigns in Kartra but your portal records in Softr only update when someone manually adds new signups, so your conversion dashboards are always out of date — with this integration, every new lead creates a user profile instantly and your data stays current.
Customer success managers
You need to provision client portals the moment a payment clears in Kartra, but delays leave new buyers waiting hours for access — automating both apps means every purchase creates a Softr user account instantly so clients log in right away.
🤝
Agency owners
Your clients expect their Kartra checkout forms to automatically set up user portals in Softr, and manual account creation causes frustrating onboarding bottlenecks — this integration means every buyer submission provisions their portal without human delay.
📊
Sales operations teams
The volume of daily form submissions in Kartra is too high for anyone to manually create user accounts in Softr without making mistakes — connecting these apps means every submission populates your portal accurately and reliably.
⚙️
Operations coordinators
You depend on customer data flowing smoothly from Kartra checkout carts into Softr membership apps, but manual handoffs cause missing records — this integration means every transaction triggers account creation automatically.
📁
Finance specialists
You need an accurate history of who has purchased and accessed your platforms, but manual user provisioning leaves gaps in your directory — with this integration, every Kartra order matches a Softr user record perfectly.
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 Kartra + Softr

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

1,500+ apps connected
1,500+ apps connected
Connect Kartra + Softr 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 Softr?
Frequently Asked Questions
You can connect Kartra to Softr in 1 click using ready templates or ask Integrately AI to build the automation for you. Link your accounts, map your fields, and start syncing data alongside Stripe, Airtable, and Slack instantly.
Can I automatically create user accounts in Softr when customers buy products in Kartra?
Frequently Asked Questions
Can I connect Kartra, Softr, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Softr?
Frequently Asked Questions
How does Kartra handle lead form submissions in this integration?
Frequently Asked Questions
How are user accounts managed in Softr through this integration?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Softr?
Frequently Asked Questions
Is the Kartra and Softr integration free?
Frequently Asked Questions
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You Can Also Connect Kartra or Softr With 1500+ Other Apps

Kartra
Popular Kartra Integrations
Connect Kartra with marketing, email, CRM, and analytics tools to capture and nurture leads across your entire stack.
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Softr
Popular Softr Integrations
Sync Softr with databases, collaboration, spreadsheet, and notification tools to keep your custom apps powerful and connected.
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Softr Integrations arrow right
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