Connect Kajabi and Moneybird
Integrate Kajabi with Moneybird to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Moneybird when Form Is Submitted in Kajabi
Get Administration from Moneybird when Form Is Submitted in Kajabi
Create Document in Moneybird when Form Is Submitted in Kajabi
Create Sales Invoice in Moneybird when Form Is Submitted in Kajabi
Send an Invoice via Moneybird when Form Is Submitted in Kajabi
Popular Kajabi + Moneybird 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
Moneybird
Automatically do this!
Create Contact
Get Administration
Create Document
Create Sales Invoice
Send an Invoice
Create Quote
Create Contact in Moneybird when Form Is Submitted in Kajabi
Use this flowGet Administration from Moneybird when Form Is Submitted in Kajabi
Use this flowCreate Document in Moneybird when Form Is Submitted in Kajabi
Use this flowCreate Sales Invoice in Moneybird when Form Is Submitted in Kajabi
Use this flowSend an Invoice via Moneybird when Form Is Submitted in Kajabi
Use this flowCreate Quote in Moneybird when Form Is Submitted in Kajabi
Use this flowCreate Contact in Moneybird when Tag Added in Kajabi
Use this flowGet Administration from Moneybird when Tag Added in Kajabi
Use this flowCreate Document in Moneybird when Tag Added in Kajabi
Use this flowCreate Sales Invoice in Moneybird when Tag Added in Kajabi
Use this flowSupported Triggers & Actions
Everything you can automate between Kajabi and Moneybird.
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 Invoice
Triggers when a new invoice is created in Moneybird.
New Contact
Triggers when a new contact is created in Moneybird.
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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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 Moneybird
Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kajabi and Moneybird 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 Moneybird 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 Moneybird. No coding required.
Yes. You can set up a workflow where Kajabi triggers actions in Moneybird, and a separate workflow where Moneybird 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 Moneybird. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kajabi and Moneybird integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
