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Connect Kajabi and Iterate

Integrate Kajabi with Iterate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Kajabi and Iterate.

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

When a survey question is answered

When a survey question is answered

Runs the workflow automatically whenever a question in the selected survey is answered.

When a survey response is submitted

When a survey response is submitted

Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.

Request a new Trigger for Kajabi

Do thisActions

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

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.

List All Sites

List All Sites

Show all your sites

List Offers

List Offers

Get active offers for a site

Revoke Access to an Offer

Revoke Access to an Offer

Revokes access to an offer from the specified member.

List Contact Tags

List Contact Tags

List contact tags for a site

Create Contact

Create Contact

Add a contact to your site

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.

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Integrations Iterate
Iterate + Kajabi
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About Iterate

Iterate helps teams collect customer feedback and insights through targeted surveys and forms.

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Frequently Asked Questions

How do I connect Kajabi and Iterate?

Sign up for a free viaSocket account, then authorize both your Kajabi and Iterate 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 Kajabi and Iterate 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 Kajabi to Iterate?

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

Can the integration run in both directions?

Yes. You can set up a workflow where Kajabi triggers actions in Iterate, and a separate workflow where Iterate triggers actions in Kajabi. 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 Kajabi and Iterate. 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 Kajabi and Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.