All integrationsEducation
Kajabi
Run your Kajabi business from workflows: find, add and update contacts, tag them, give or take back offers, add notes and submit forms, and look up customers, purchases, payments, orders, offers and products.
- actions
- 25
- triggers
- 3
Triggers
Start a workflow when something happens in Kajabi.
- New contactRuns when a contact is added to your Kajabi site.
- New purchaseRuns when someone buys one of your offers, with the buyer's name and email and the offer's title.
- New form submissionRuns when someone fills in one of your Kajabi forms.
Actions
Steps a workflow can run in Kajabi.
- Find contactsFind contacts by name or email, or everyone with a tag, an offer or a product, or who joined recently. Returns one page; ask for the next page while 'has_more' is true.
- Get contactGet a contact's details, address, custom fields, tags and the offers they have.
- Add contactAdd a contact to your Kajabi site, with their details, custom fields and tags. Adding a tag can start your Kajabi automations.
- Update contactChange a contact's details. Only what you fill in changes; everything else stays as it is.
- Delete contactDelete a contact for good. Kajabi refuses while they have an active subscription or payment plan through Kajabi Payments.
- Tag contactAdd tags to a contact. Tags they already have stay, and adding a tag can start your Kajabi automations.
- Remove tags from contactTake tags off a contact. Their other tags stay.
- Give offer to contactGive a contact one or more offers without payment, granting the products in them. This makes them a customer, and Kajabi sends its welcome email unless you turn it off.
- Take offer back from contactTake one or more offers back from a contact, ending their access to the products in them. It does not refund or cancel payments.
- Add note to contactWrite a note on a contact's record, for your team to see.
- List tagsList the tags you can give contacts, by name, to find a tag's ID for 'Tag contact' or 'Find contacts'.
- Submit formFill in one of your Kajabi forms for someone, as if they had. Kajabi adds or updates the contact and runs the form's automations, such as tagging them or starting an email sequence.
- List form submissionsList what people entered in your forms, for one form or all.
- List purchasesList purchases of your offers, newest first, for everyone or one customer, active or deactivated, or with a coupon.
- Get purchaseGet a purchase: the offer and customer, the amount and coupon, and whether it still gives access.
- Cancel subscriptionCancel the subscription or payment plan behind a purchase, straight away, and end its access. Kajabi refuses if it can't be cancelled.
- Deactivate purchaseEnd a purchase's access to its products. Any subscription keeps charging; use 'Cancel subscription' to stop that too.
- Reactivate purchaseGive a deactivated purchase its access back. It does not restart a canceled subscription.
- List paymentsList completed charges, refunds and disputes, by customer and date. Test, free, failed and pending payments are left out.
- List ordersList orders, for everyone or one customer, by order number or whether they have been fulfilled.
- Get orderGet an order with its totals, customer and each item bought.
- Find customersFind customers (contacts who bought or were given an offer) by name or email, or everyone with an offer or a product.
- Get customerGet a customer with what they have spent, when they were last active, and the offers and products they have.
- List offersList the offers you sell, with their prices, checkout links and the products in them.
- List productsList your products, such as courses, coaching and communities, with their type, status and member count.
No actions match that.
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