Latenode

Automatically tag Kartra leads when new Acuity Scheduling appointments are booked

This automation integrates Acuity Scheduling and Kartra to streamline the lead management process. When a new appointment is scheduled in Acuity Scheduling, the automation automatically assigns corresponding tags to the lead's profile in Kartra.

This allows businesses to better organize and segment their leads based on their interactions, enabling more personalized outreach and nurturing. By synchronizing data between these two platforms, this automation helps users optimize their sales and marketing efforts, ensuring leads are properly tracked and followed up on.

Updated Apr 6, 2026Est. run: 25sEst. cost: $0
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
Integrations & automation

Workflow preview

What this template does

  • Automatically syncs new appointments in Acuity Scheduling to lead profiles in Kartra
  • Assigns relevant tags to leads based on their scheduled appointments
  • Organizes leads by their interactions, enabling personalized outreach and nurturing
  • Integrates Acuity Scheduling and Kartra to optimize sales and marketing efforts
  • Tracks and follows up on leads using synchronized data between the two platforms

How it works

1
Trigger

Receive Appointment Scheduled

When a new appointment is scheduled in Acuity Scheduling, this automation is triggered to fetch the appointment details.

2
Action

Get Appointment Details

The automation retrieves the relevant appointment data, such as the client's name, appointment time, and any other details, from Acuity Scheduling.

3
Logic

Determine Relevant Kartra Tags

Based on the appointment details, the automation determines the appropriate Kartra tags to apply to the lead's profile. This could include tags for the service booked, the client's industry, or any other relevant information.

4
Action

Apply Kartra Tags

The automation then applies the determined Kartra tags to the lead's profile in Kartra, ensuring the lead is properly tracked and segmented based on their interactions.

Setup guide

1

Add Acuity Scheduling Credential

1. In the Latenode Credentials panel, add an Acuity Scheduling credential by providing your Acuity Scheduling API key.

2

Configure Acuity Scheduling Webhook Node

1. In the Latenode visual builder, add an Acuity Scheduling Webhook node. 2. In the node settings, select the Acuity Scheduling credential you added earlier. 3. Configure the webhook settings to listen for new appointment events.

3

Add Kartra Credential

1. In the Latenode Credentials panel, add a Kartra credential by providing your Kartra API key.

4

Configure Kartra Node

1. In the Latenode visual builder, add a Kartra node. 2. In the node settings, select the Kartra credential you added earlier. 3. Map the appointment data from the Acuity Scheduling Webhook node to the appropriate fields in the Kartra node to update the lead's profile with the relevant tags.

5

Connect the Nodes

1. In the Latenode visual builder, connect the Acuity Scheduling Webhook node to the Kartra node to create the data flow.

Requirements

Connect your Acuity Scheduling account to the workflow
Connect your Kartra account to the workflow
Enable the Acuity Scheduling 'New Appointment' webhook
Set up a headless browser session within the Latenode workspace to access Kartra's website

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.

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