Kajabi automation for sales, leads, and content ops
Route new enrollments, abandoned checkout follow-ups, and lead syncing so your Kajabi revenue and audience management stay organized.
Connect Kajabi with 2200+ apps
Ready to use Kajabi automations
Triggers and Actions in Kajabi Automations
viaSocket makes it simple to connect Kajabi and automate repetitive tasks.
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
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
Real-world use cases of Kajabi integrations
See how Kajabi integrates with popular apps to automate tasks and streamline your workflow.
Send new Kajabi enrollments to Slack so sales sees fresh course revenue immediately.
Create Gmail follow-ups when Kajabi checkout is abandoned, nudging prospects to finish purchase.
Sync Kajabi leads to HubSpot when someone joins a webinar opt-in form.
Add Kajabi sales to Google Sheets for weekly revenue reporting and campaign review.
Route Kajabi support requests to your email inbox when customers reply with access issues.
Update your spreadsheet when Kajabi subscription cancellations happen, so finance tracks churn.
How to get started with Kajabi automations
Automate when something happens in Kajabi
Login -> Create new flow -> Select trigger -> Search Kajabi -> Choose the trigger from the list
Take action in Kajabi when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Kajabi -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
Common automations include lead-to-enrollment conversions, cart-abandonment recovery, onboarding drips and upsells, student progress actions, and automated revenue reporting. Each workflow connects Kajabi to other apps or AI to reduce manual work and improve conversions.
No. viaSocket provides visual workflow builders and prebuilt templates so non-technical users can create, test, and run automations between Kajabi and other tools without coding.
Yes. viaSocket can call AI to generate or personalize subject lines, email copy, and offer recommendations using the customer data already in Kajabi — improving open rates and conversions while you stay in control of final content.
Connections use Kajabi’s API with secure authentication. viaSocket only requests the permissions needed for each automation, and data in transit is encrypted. You control access, and you can test workflows in a sandbox before going live.
Automations can be scoped to tags, offers, or segments so only selected groups are affected. Always test flows on a small segment or in a staging environment before applying them broadly to avoid unintended changes.
About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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