Full list

Supported Triggers & Actions

Everything you can automate between Docamatic and Kajabi.

When this happensTriggers

A trigger is an event that starts a workflow.

Form Is Submitted

Form Is Submitted

Runs when form is submitted

Tag Added

Tag Added

Triggers when tag is added to the contact.

Tag Removed

Tag Removed

Triggers when tag is removed from a contact.

New Purchased

New Purchased

Runs when offer is purchased

Request a new Trigger for Docamatic

Do thisActions

Action is the task that follows automatically within your Docamatic integrations.

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

Grant Access to an Offer

Grant Access to an Offer

Give a contact access to a Kajabi offer. Creates the contact automatically if they don't exist yet, and optionally sends them a welcome email.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
AI Workflow Builder

From idea to automation.
AI will build it for you

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Docamatic and Kajabi free

No credit card required. Set up your first workflow in minutes.

Frequently Asked Questions

How do I connect Docamatic and Kajabi?

Sign up for a free viaSocket account, then authorize both your Docamatic and Kajabi accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Docamatic and Kajabi as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Docamatic to Kajabi?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kajabi. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Docamatic triggers actions in Kajabi, and a separate workflow where Kajabi triggers actions in Docamatic. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Docamatic and Kajabi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Docamatic and Kajabi integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.