Zoho Invoice + Kartra Integration

Integrate Kartra to Zoho Invoice in one click, or tell Integrately AI how you want each order handled. Generate invoices, update customer records, log transaction details, and notify your finance team automatically.

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1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice 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.
  • Zoho Invoice
    Search invoice by email in Zoho Invoice
  • Zoho Invoice
    Update invoice in Zoho Invoice
  • Zoho Invoice
    Create invoice in Zoho Invoice
  • Zoho Invoice
    Create contact in Zoho Invoice
  • Zoho Invoice
    Search contact in Zoho Invoice
  • Zoho Invoice
    Create new estimate in Zoho Invoice
  • Zoho Invoice
    Create new item in Zoho Invoice
  • Zoho Invoice
    Get invoice by ID in Zoho Invoice
  • Zoho Invoice
    Create contact person in Zoho Invoice
  • 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 + Zoho Invoice Integration

Capture new purchases, create invoices automatically, keep records updated, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Kartra + Zoho Invoice Integration

Create Zoho Invoice invoice for new Kartra order

As soon as you receive a new Kartra order, you need to generate a corresponding invoice so that you can get paid. With this Kartra - Zoho Invoice integration, a new invoice will be created in your Zoho Invoice software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Kartra order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Kartra + Zoho Invoice Integration

Create Zoho Invoice contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your Zoho Invoice. 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 contact, so you don't have to waste time manually entering data. Thus, having a Kartra - Zoho Invoice integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + Zoho Invoice Integration

Create Zoho Invoice contact 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' contact information.

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

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
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Kartra + Zoho Invoice flow

Sync invoices with accounting tools, notify team channels, and keep customer records updated across your entire stack. Pick a combination and activate it in one click.

Zoho Invoice
Kartra
+
ShopifyShopify (3)
+
TeachableTeachable (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
K
Z
S
Create a Zoho Invoice invoice when a customer buys a product in Kartra, and create a product in Shopify.
Every Kartra purchase generates a Zoho Invoice invoice and creates a corresponding product in Shopify instantly.
K
Z
S
When a customer buys a product in Kartra, create a contact in Zoho Invoice and create a customer in Shopify.
New Kartra buyers automatically get a contact in Zoho Invoice and a customer record in Shopify.
Z
K
S
When a customer payment is updated in Zoho Invoice, update the lead in Kartra and create an order in Shopify.
Updated payments in Zoho Invoice trigger lead updates in Kartra and create new orders in Shopify.

Supported triggers and actions for Zoho Invoice and Kartra

Mix and match to build the exact automation you need

Zoho Invoice
Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
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Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
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Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
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Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
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Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
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Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
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Search invoice by email in Zoho Invoice
Searches for an invoice using email address
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Update invoice in Zoho Invoice
Updates an invoice
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Create invoice in Zoho Invoice
Generates invoices for sales transactions
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Create contact in Zoho Invoice
Adds a new contact to the database
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Search contact in Zoho Invoice
Finds and retrieves contact information
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Create new estimate in Zoho Invoice
Creates a new estimate
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Create new item in Zoho Invoice
Creates a new item
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Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
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Create contact person in Zoho Invoice
Adds a new contact person to the database
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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
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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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What can you automate with Kartra + Zoho Invoice?

Discover the most powerful ways to connect Kartra purchases and Zoho Invoice billing to eliminate manual data entry.

What you can automate?
๐Ÿงพ
Generate invoices from new purchases automatically
Create a Zoho Invoice invoice the moment a customer buys a product in Kartra. Eliminate manual billing and ensure customers receive payment documents instantly.
๐Ÿ—‚๏ธ
Capture every submitted field and buyer detail
Map all available buyer details from Kartra forms and checkouts straight into Zoho Invoice contacts and invoices. Keep your database accurate and complete.
๐Ÿ””
Alert your team about new invoices and orders
Send instant notifications to your finance or sales channels whenever a Kartra purchase generates a new invoice in Zoho Invoice.
๐Ÿ”€
Route transactions based on product tiers
Perform different actions in Zoho Invoice depending on the specific product or subscription tier purchased by the customer in Kartra.
๐Ÿ”„
Keep customer contact records up to date
Automatically update existing contact details in Zoho Invoice whenever lead information or customer profiles change in Kartra.
๐Ÿ”
Search and update existing contacts without duplicates
Check if a contact already exists in Zoho Invoice before creating a new entry, preventing duplicate customer records from Kartra checkouts.
๐Ÿ’ณ
Handle payment updates and refunds seamlessly
Trigger automated updates in Kartra whenever customer payments are created, updated, or refunded in Zoho Invoice.
๐Ÿ“Š
Extend your billing workflow to spreadsheets
Log every Kartra purchase and Zoho Invoice record directly into Google Sheets for custom reporting and executive review.
And much more...

Who is Kartra + Zoho Invoice integration for?

Connecting Kartra and Zoho Invoice streamlines financial workflows for business owners, sales teams, and finance departments managing online sales and customer billing.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client account managers
Client account managers
Operations leads
Operations leads
Finance departments
Finance departments
Customer success teams
Customer success teams
๐Ÿ“ˆ
Performance marketers
You're running marketing funnels and tracking sales in Kartra, but your billing software doesn't reflect new customer purchases until someone manually exports records, so the revenue metrics you're optimising against are always a few hours behind โ€” with this integration, every new order creates an invoice instantly and your financial data stays current.
โšก
Sales representatives
You rely on Kartra form submissions and product checkouts to initiate client onboarding, but manual invoicing delays your response time and leaves clients waiting for payment links โ€” this integration means every completed purchase immediately generates an invoice in Zoho Invoice so you can close deals without friction.
๐Ÿค
Client account managers
You manage ongoing client relationships and need to verify that customer payments match their subscription status, but tracking down receipts across separate platforms is tedious and error-prone โ€” this integration means billing records update automatically whenever a customer buys a product in Kartra.
๐Ÿ“Š
Operations leads
Your team handles high volumes of product sales every day, and manually copying customer details from Kartra into Zoho Invoice creates severe bottlenecks and data discrepancies โ€” automating both apps means every transaction generates an accurate invoice and contact record without manual effort.
๐Ÿ’ผ
Finance departments
You depend on accurate billing and timely invoice creation for your revenue reporting, but reliance on manual data entry leads to missing records and delayed financial reconciliation โ€” connecting these apps means every transaction is logged and invoiced the moment it occurs.
๐Ÿ“‹
Customer success teams
You need a complete history of customer purchases and invoices to resolve billing queries quickly, but scattered records make it difficult to verify payment statuses โ€” this integration means customer purchases and invoices remain perfectly synchronized across your entire workflow.
Our team

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Why choose Integrately to automate Zoho Invoice + Kartra

Build and manage your Zoho Invoice + 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 Zoho Invoice + Kartra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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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 โ€” 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.
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Frequently Asked Questions

How do I connect Kartra to Zoho Invoice?
Frequently Asked Questions
You can connect Kartra to Zoho Invoice using 1-click automations on Integrately. Choose from ready-made templates or ask Integrately AI to build the workflow and map your fields instantly.
Can I automatically create a Zoho Invoice invoice when a customer buys a product in Kartra?
Frequently Asked Questions
Can I connect Kartra, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Zoho Invoice?
Frequently Asked Questions
How are customer contact details handled between Kartra and Zoho Invoice?
Frequently Asked Questions
Can I sync payment updates between Zoho Invoice and Kartra?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Zoho Invoice?
Frequently Asked Questions
Is the Kartra and Zoho Invoice integration free?
Frequently Asked Questions
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