Connect Kajabi and Pennylane
Integrate Kajabi with Pennylane to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Pennylane when Form Is Submitted in Kajabi
Create a Product in Pennylane when Form Is Submitted in Kajabi
Update Customer in Pennylane when Form Is Submitted in Kajabi
Update Product in Pennylane when Form Is Submitted in Kajabi
Create Estimate in Pennylane when Form Is Submitted in Kajabi
Popular Kajabi + Pennylane 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
Pennylane
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Create Customer in Pennylane when Form Is Submitted in Kajabi
Use this flowCreate a Product in Pennylane when Form Is Submitted in Kajabi
Use this flowUpdate Customer in Pennylane when Form Is Submitted in Kajabi
Use this flowUpdate Product in Pennylane when Form Is Submitted in Kajabi
Use this flowCreate Estimate in Pennylane when Form Is Submitted in Kajabi
Use this flowCreate Company Customer in Pennylane when Form Is Submitted in Kajabi
Use this flowCreate Quote in Pennylane when Form Is Submitted in Kajabi
Use this flowUpdate a company customer in Pennylane when Form Is Submitted in Kajabi
Use this flowCreate Customer in Pennylane when Tag Added in Kajabi
Use this flowCreate a Product in Pennylane when Tag Added in Kajabi
Use this flowSupported Triggers & Actions
Everything you can automate between Kajabi and Pennylane.
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 Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kajabi and Pennylane 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 Pennylane 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 Pennylane. No coding required.
Yes. You can set up a workflow where Kajabi triggers actions in Pennylane, and a separate workflow where Pennylane 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 Pennylane. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kajabi and Pennylane integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
