Certopus + Kartra Integration

Integrate Certopus to Kartra in one click, or tell Integrately AI how you want each credential handled. Issue certificates, update customer records, assign tags, and track completions 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.
  • Certopus
    Create credential in Certopus
  • 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 Certopus + Kartra Integration

Issue credentials upon purchase, assign tags, update lead profiles, and track progress, all in just one click.

  • 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 Certopus + Kartra flow

Send payment details to billing tools, log issuances in spreadsheets, and notify your team instantly. Pick a combination and activate it in one click.

Certopus
Kartra
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (4)
+
ZoomZoom (4)
+
SlackSlack (4)
+
ZapierZapier (4)
K
S
C
When a customer buys a product in Kartra, create a customer in Stripe and create a credential in Certopus
New product purchases in Kartra instantly create customer profiles in Stripe and generate official credentials in Certopus without manual data entry.
K
S
C
When a customer buys a product in Kartra, record the charge in Stripe and issue a Certopus credential
Stripe captures payment details and Certopus generates the certificate the moment a Kartra purchase completes.
K
S
C
When an order is refunded in Kartra, refund the payment transaction in Stripe and update Certopus records
Refunded Kartra orders trigger corresponding transaction refunds in Stripe and update your credential workflows.
K
S
C
When a customer buys a product in Kartra, create an invoice in Stripe and generate a Certopus credential
Stripe generates formal invoices and Certopus issues certificates automatically upon every Kartra sale.

Supported triggers and actions for Certopus and Kartra

Mix and match to build the exact automation you need

Certopus
Certopus Triggers & Actions
No trigger is available
Create credential in Certopus
Generates and store login information for future use
Try it →
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
Try it →
Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
Try it →
Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
Try it →
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
Try it →
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
Try it →
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
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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
Try it →
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
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
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
Try it →
Create custom field in Kartra
Creates a new marketing campaign
Try it →
Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →

What can you automate with Certopus + Kartra?

Streamline certificate generation, customer tracking, and fulfillment workflows across Certopus and Kartra.

What you can automate?
🎯
Trigger certificate generation from product purchases
Automatically create a credential in Certopus the exact moment a customer buys a product in Kartra. Remove manual handoffs between sales and fulfillment.
📝
Capture every submitted form field
Map detailed form answers from Kartra submissions straight into your Certopus credential records. Ensure all participant details transfer accurately.
🔔
Notify your team instantly on Slack
Alert your fulfillment or support team in Slack whenever a new credential is generated or a customer completes a sequence in Kartra.
🔀
Route actions based on submitted product data
Apply conditional logic to handle different product tiers or membership levels differently when issuing credentials in Certopus.
🔄
Keep customer records updated across platforms
Automatically update lead details and contact statuses in Kartra whenever credential parameters or course milestones change.
🔍
Search and update existing records safely
Check for existing lead records by email before generating new credentials to prevent duplicate profile creation.
💳
Handle refunded orders and membership revocations
Automatically process updates, remove tags, or revoke credentials when an order is refunded or membership is cancelled in Kartra.
📊
Extend your workflow to Google Sheets
Log every Kartra transaction and Certopus credential issuance into Google Sheets for comprehensive reporting and auditing.
And much more...

Who is Certopus + Kartra integration for?

Connecting Certopus and Kartra eliminates manual administrative overhead for teams managing customer credentials and digital sales.

Performance marketers
Performance marketers
Sales operations leads
Sales operations leads
Client account managers
Client account managers
Operations coordinators
Operations coordinators
Course creators and educators
Course creators and educators
Compliance officers
Compliance officers
📈
Performance marketers
You're running marketing funnels and tracking customer acquisitions, but your credential issuance lags behind sales, so your completion metrics are always out of sync — with this integration, every new customer purchase triggers certificate generation instantly.
Sales operations leads
You need to onboard buyers and issue completion credentials rapidly, but manual record creation causes bottlenecks — automations between both apps mean every new buyer receives their verification credentials without delay.
🤝
Client account managers
You answer to stakeholders who expect prompt credential delivery upon course completion, but manual exports delay reporting — automating these apps means every finished sequence immediately updates your tracking records.
📊
Operations coordinators
The volume of new leads and product purchases is too high for your team to handle manually, leading to missed issuances — connecting these tools ensures every transaction generates the correct credential automatically.
🎓
Course creators and educators
You depend on student form submissions and course completions to trigger certifications, but manual handoffs cause friction — this integration means student milestones automatically generate secure certificates.
🛡️
Compliance officers
You need a reliable audit history of every credential issued against customer purchases, but manual logging leaves gaps — automating both platforms ensures every single certificate record is captured accurately.
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 Certopus + Kartra

Build and manage your Certopus + 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 Certopus + 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 Certopus to Kartra?
Frequently Asked Questions
You can connect Certopus to Kartra in one click using pre-built workflows or ask Integrately AI to set up custom automations with Stripe, Google Sheets, Mailchimp, and 1,500+ other apps.
Can I automatically generate certificates when a customer buys a product in Kartra?
Frequently Asked Questions
Can I connect Certopus, Kartra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Certopus and Kartra?
Frequently Asked Questions
How does Certopus handle credential generation during new Kartra purchases?
Frequently Asked Questions
Can Kartra trigger automated certificate issuance for specific memberships?
Frequently Asked Questions
Do I need coding skills to set up Certopus and Kartra workflows?
Frequently Asked Questions
Is the Certopus and Kartra integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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