Kartra + Sharepoint Integration

Integrate Kartra to Sharepoint in one click, or tell Integrately AI how you want each order handled. Create SharePoint list items, upload files, update records, and keep your document library current automatically.

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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
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready Workflows Ready Workflows for Kartra + Sharepoint Integration

Capture customer orders, store files, update SharePoint lists, create folders, and sync data, 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 Kartra + Sharepoint flow

Send payment details to finance, notify your team on messaging apps, and sync records across your entire stack. Pick a combination and activate it in one click.

Kartra
Sharepoint
+
StripeStripe (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
Google DriveGoogle Drive (3)
+
ZoomZoom (3)
K
S
S
Create a Sharepoint list item when a customer buys a product in Kartra, and record the charge in Stripe
Every Kartra purchase creates a SharePoint list item and logs the payment in Stripe without manual data entry.
K
S
S
When a lead fills form in Kartra, upload the document in Sharepoint and update the customer in Stripe
Form submissions in Kartra instantly trigger SharePoint file uploads and update Stripe customer records.
K
S
S
Use Claude to evaluate Kartra purchase refunds, update Sharepoint list items, and cancel Stripe subscriptions
AI analyses refunded Kartra orders, updates SharePoint records, and processes subscription cancellations in Stripe.

Supported triggers and actions for Kartra and Sharepoint

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
Try it →
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
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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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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
Try it →
Create list item in Sharepoint
Adds a new item to a list
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Create list in Sharepoint
Generates a new list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
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Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
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Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with Kartra + Sharepoint?

Streamline your e-commerce operations and document management by connecting customer events in Kartra to file storage and lists in Sharepoint.

What you can automate?
🛒
Sync customer purchases directly to SharePoint lists
Automatically create a new SharePoint list item whenever a customer buys a product in Kartra. Keep your financial records and customer database in sync without manual data transfer.
📝
Capture every submitted form field into SharePoint
Map all custom answers from your Kartra forms straight into separate SharePoint columns. Ensure your document library receives complete prospect profiles.
🔔
Notify teams when new files or records arrive
Trigger instant alerts across your internal channels the moment a Kartra submission creates a SharePoint list item or folder.
🔀
Route records based on submitted form criteria
Send high-value orders to specific SharePoint directories while routing standard purchases to general storage based on Kartra tags and fields.
🔄
Keep SharePoint list items updated as leads change
Automatically update existing SharePoint records when a lead's score, tag, or membership status changes in Kartra.
🔍
Search and update instead of creating duplicates
Look up existing records by email in SharePoint before adding new list items or uploading files, keeping your document repository clean.
💳
Handle payment refunds and cancellations smoothly
Trigger SharePoint updates and status changes automatically when a customer order is partially or fully refunded in Kartra.
🚀
Extend your workflow to team communication apps
Connect Kartra and Sharepoint to Microsoft Teams or Slack to alert your staff the moment an important document or order is processed.
And much more...

Who is Kartra + Sharepoint integration for?

Teams managing e-commerce sales, digital marketing campaigns, and internal document libraries rely on this integration to eliminate manual data entry and keep records aligned.

Performance marketers
Performance marketers
Sales managers
Sales managers
Client service directors
Client service directors
Operations leads
Operations leads
Account executives
Account executives
Compliance officers
Compliance officers
📈
Performance marketers
You're running marketing campaigns in Kartra but your SharePoint tracking lists only update when someone manually exports orders, so the row counts you're optimising against are always a few hours behind — with this integration, every new customer order lands in SharePoint instantly and your data stays current.
Sales managers
You need to assign high-value leads the moment they submit a form, but manual handoffs leave hot prospects waiting in your queue — connecting these apps means every new submission creates a SharePoint item instantly so your team can follow up without delay.
🤝
Client service directors
Your stakeholders need visibility into client onboarding documents, but keeping SharePoint directories updated alongside Kartra purchases takes hours of admin work — automating both apps means every purchase generates the correct folder and list item automatically.
📊
Operations leads
High transaction volumes mean your staff cannot keep up with copying customer details into internal file repositories by hand, resulting in messy records — this integration means every order creates structured SharePoint entries without human error.
💼
Account executives
You depend on upstream marketing forms to trigger customer onboarding files, but delays in manual file creation stall your outreach — automating these apps means every form submission populates your SharePoint workspace the second it arrives.
🗂️
Compliance officers
You need a complete, uncompromised audit trail of every product purchase and customer form submission, but manual logging leaves hazardous gaps in your records — this integration means every event is captured in SharePoint immediately.
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 + Sharepoint

Build and manage your Kartra + Sharepoint 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 + Sharepoint 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 Sharepoint?
Frequently Asked Questions
You can connect Kartra and Sharepoint in 1 click using ready workflows on Integrately. Select a pre-built template or ask Integrately AI to build your custom automation instantly.
Can I automatically create SharePoint list items when customers buy products in Kartra?
Frequently Asked Questions
Can I connect Kartra, Sharepoint, and Microsoft Teams?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Sharepoint?
Frequently Asked Questions
How does Kartra handle lead data during SharePoint syncing?
Frequently Asked Questions
Can SharePoint folders be created automatically from Kartra events?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Sharepoint?
Frequently Asked Questions
Is the Kartra and Sharepoint integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Kartra or Sharepoint With 1500+ Other Apps

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Sharepoint
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Sync SharePoint with project management, cloud storage, and reporting tools to keep documentation working across your stack.