Integrate Financial Cents with Kajabi to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Sites from Kajabi when New Contact in Financial Cents
List Offers from Kajabi when New Contact in Financial Cents
Revoke Access to an Offer in Kajabi when New Contact in Financial Cents
List Contact Tags from Kajabi when New Contact in Financial Cents
Create Contact in Kajabi when New Contact in Financial Cents
Start from a real workflow other teams are already running.
Financial Cents
When this happens...
New Contact
New Client
Update Contact
Update Client
Delete Contact
Delete Client
Kajabi
Automatically do this!
Grant Access to an Offer
List All Sites
List Offers
Revoke Access to an Offer
List Contact Tags
Create Contact
Update Contact
Delete Contact By Email Or ID
Add Tags to Contact
Remove Tag From Contact
Add Note to Contact
List All Sites from Kajabi when New Contact in Financial Cents
Use this flowList Offers from Kajabi when New Contact in Financial Cents
Use this flowRevoke Access to an Offer in Kajabi when New Contact in Financial Cents
Use this flowList Contact Tags from Kajabi when New Contact in Financial Cents
Use this flowCreate Contact in Kajabi when New Contact in Financial Cents
Use this flowUpdate Contact in Kajabi when New Contact in Financial Cents
Use this flowDelete Contact By Email Or ID in Kajabi when New Contact in Financial Cents
Use this flowAdd Tags to Contact in Kajabi when New Contact in Financial Cents
Use this flowRemove Tag From Contact in Kajabi when New Contact in Financial Cents
Use this flowAdd Note to Contact in Kajabi when New Contact in Financial Cents
Use this flowEverything you can automate between Financial Cents and Kajabi.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Trigger when contact delete .
Trigger when client delete.
Action is the task that follows automatically within your Financial Cents integrations.
Finds a client based on name.
Create a new contact.
Create a client
Update an existing contact, probably with input from previous steps.
Finds a contact based on name.
Finds a template based on title.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.

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Financial Cents is a project and customer management software for bookkeepers and accountants
Learn moreKajabi is an all in one platform for selling, marketing, and delivering your online content.
Learn moreSign up for a free viaSocket account, then authorize both your Financial Cents 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.
Yes. viaSocket uses instant triggers where available, so data moves between Financial Cents and Kajabi as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
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.
Yes. You can set up a workflow where Financial Cents triggers actions in Kajabi, and a separate workflow where Kajabi triggers actions in Financial Cents. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Financial Cents and Kajabi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents 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.