Connect Kajabi and Cloze
Integrate Kajabi with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Kajabi + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Kajabi
When this happens...
Form Is Submitted
Tag Added
Tag Removed
New Purchased
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Delete Company in Cloze when Form Is Submitted in Kajabi
Use this flowCreate ToDo in Cloze when Form Is Submitted in Kajabi
Use this flowAdd a Communication Record in Cloze when Form Is Submitted in Kajabi
Use this flowCreate a Person in Cloze when Form Is Submitted in Kajabi
Use this flowCreate a Project in Cloze when Form Is Submitted in Kajabi
Use this flowCreate Timeline Event in Cloze when Form Is Submitted in Kajabi
Use this flowCreate a Note in Cloze when Form Is Submitted in Kajabi
Use this flowList all Project from Cloze when Form Is Submitted in Kajabi
Use this flowList People from Cloze when Form Is Submitted in Kajabi
Use this flowList Companies from Cloze when Form Is Submitted in Kajabi
Use this flowSupported Triggers & Actions
Everything you can automate between Kajabi and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
Form Is Submitted
Runs when form is submitted
Tag Added
Triggers when tag is added to the contact.
Tag Removed
Triggers when tag is removed from a contact.
New Purchased
Runs when offer is purchased
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Do thisActions
Action is the task that follows automatically within your Kajabi integrations.
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.
List All Sites
Show all your sites
List Offers
Get active offers for a site
Revoke Access to an Offer
Revokes access to an offer from the specified member.
List Contact Tags
List contact tags for a site
Create Contact
Add a contact to your site
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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.
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About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
Learn more
About Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kajabi and Cloze 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 Kajabi and Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where Kajabi triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Kajabi. 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 Kajabi and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kajabi and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
