ConvertKit + Softr Integration

Integrate ConvertKit to Softr in one click, or tell Integrately AI how you want each subscriber handled. Provision portal access, sync subscriber tags, update member records, and streamline onboarding automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
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2.
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit
  • Softr
    Create user in Softr
  • Softr
    Delete user in Softr

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Ready Workflows Ready Workflows for ConvertKit + Softr Integration

Create portal users, manage app access, sync tags, update subscriber statuses, and streamline member onboarding, all in just one click.

Most popular automationmost-popular-automations
ConvertKit + Softr Integration

Create Softr user for new ConvertKit subscriber

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Softr user and ConvertKit subscriber can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ConvertKit + Softr Integration

Create Softr user from new ConvertKit purchase

As an online store owner, you're likely using ConvertKit 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 ConvertKit with Softr? This integration will allow you to automatically create a user for each new purchase 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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Connect more apps to your ConvertKit + Softr flow

Streamline member onboarding, keep external records updated, and alert your team when subscriber statuses change. Pick a combination and activate it in one click.

ConvertKit
Softr
+
StripeStripe (2)
+
AirtableAirtable (4)
+
TypeformTypeform (1)
+
SlackSlack (1)
+
Google DriveGoogle Drive (1)
+
ZoomZoom (1)
C
S
S
Add a new customer in Stripe when a purchase is added in ConvertKit, and create their user account in Softr.
When a purchase is added in ConvertKit, Stripe creates a corresponding customer record and Softr sets up their portal user account instantly.
C
S
S
When a subscriber is confirmed in ConvertKit, create an invoice in Stripe and provision their user in Softr.
Confirmed ConvertKit subscribers automatically generate a Stripe invoice and receive their Softr portal user account.

Supported triggers and actions for ConvertKit and Softr

Mix and match to build the exact automation you need

ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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Softr
Softr Triggers & Actions
No trigger is available
Create user in Softr
Generates a new user account
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Delete user in Softr
Removes a user from the system
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What can you automate with ConvertKit + Softr?

Streamline your subscriber onboarding and portal management with robust, automated workflows.

What you can automate?
👤
Create Softr users from confirmed subscribers
Automatically provision a new user account in Softr the moment a subscriber is confirmed in ConvertKit, eliminating manual account creation.
📋
Capture every submitted form field
Map all available ConvertKit form answers into your destination records instead of only a basic email address, giving you complete subscriber details.
🔔
Notify your team on Slack instantly
Send automated alerts to your internal channels whenever a new subscriber is confirmed or a purchase is added, keeping your team informed.
🔀
Route users based on submitted tags
Perform different actions depending on specific subscriber tags or form answers submitted in ConvertKit, ensuring tailored onboarding.
🔄
Keep records updated as data changes
Automatically update existing records in your external databases whenever subscriber statuses or subscription tiers change in ConvertKit.
🔍
Search and update existing records
Look up existing subscribers by email before creating new records, preventing duplicate entries and keeping your database clean.
💳
Handle purchases and status changes
Trigger user provisioning or status updates automatically whenever a purchase is added or an unsubscribe event occurs.
🔗
Extend your workflow to external tools
Connect your core ConvertKit and Softr workflow with Stripe, Airtable, or Slack to handle billing, record keeping, and team notifications.
And much more...

Who is ConvertKit + Softr integration for?

Growing businesses connecting ConvertKit email marketing to Softr custom portals to automate user provisioning and eliminate manual data entry.

Marketing managers
Marketing managers
Sales development reps
Sales development reps
Client success leads
Client success leads
Community administrators
Community administrators
Operations coordinators
Operations coordinators
Data analysts
Data analysts
📈
Marketing managers
You're running campaigns to grow your email list but your portal user database only updates when someone manually exports subscriber lists, so the member counts you're reviewing are always outdated — this integration means every confirmed subscriber provisions in Softr instantly and your counts stay current.
Sales development reps
You need to grant portal access to new buyers immediately, but waiting for manual account setup delays onboarding and frustrates customers — with this integration, every confirmed purchase creates their user account in Softr instantly and eliminates onboarding lag.
🤝
Client success leads
You answer to stakeholders who want to see prompt member activation metrics, but tracking new portal signups by hand leads to reporting gaps — automating both apps means every subscriber confirmation updates your portal access records and your metrics remain audit-ready.
🔄
Community administrators
The volume of new subscribers joining your mailing list is too high for anyone to keep up with manual portal account creation — connecting these apps means every confirmed subscriber gets a Softr account created automatically without manual effort.
⚙️
Operations coordinators
You own the user onboarding workflow and depend on marketing subscriber confirmations to trigger account creation in your custom portal — this integration means every confirmed subscriber passes straight into Softr the moment they opt in.
📊
Data analysts
You need a reliable history of who joined your email list and when their portal access was provisioned, but manual record-keeping keeps leaving gaps in your logs — automating both apps means every transaction and subscriber event is recorded accurately.
Our team

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Why choose Integrately to automate ConvertKit + Softr

Build and manage your ConvertKit + 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 ConvertKit + 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
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Frequently Asked Questions

How do I connect ConvertKit to Softr?
Frequently Asked Questions
You can connect ConvertKit to Softr in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations linking both apps with Stripe, Airtable, and Slack.
Can I automatically create a Softr user when a subscriber confirms in ConvertKit?
Frequently Asked Questions
Can I connect ConvertKit, Softr, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and Softr?
Frequently Asked Questions
How does ConvertKit handle subscriber confirmation triggers here?
Frequently Asked Questions
How does Softr handle user provisioning in these automations?
Frequently Asked Questions
Is any coding required to set up this integration?
Frequently Asked Questions
Is the ConvertKit and Softr integration free?
Frequently Asked Questions
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You Can Also Connect ConvertKit or Softr With 1500+ Other Apps

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