Connect Kajabi and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Is Submitted
Tag Added
Tag Removed
New Purchased
Choose an Action
Automatically do this!
Create an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
Ready to use Kajabi and Portfolio Manager automations
Actions and Triggers
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
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
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
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Frequently Asked Questions
To start, connect both your Kajabi and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Kajabi triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Kajabi data is recorded in Portfolio Manager. This includes choosing which data fields go into which fields of Portfolio Manager, setting up custom formats, and filtering out unwanted information.
The data sync between Kajabi and Portfolio Manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Kajabi and Portfolio Manager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
