Connect Kajabi and TidyHQ
Integrate Kajabi with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Grant Access to an Offer in Kajabi when Contact Activated in TidyHQ
Grant Access to an Offer in Kajabi when Contact Merged in Tidyhq
Grant Access to an Offer in Kajabi when Contact Updated in TidyHQ
Grant Access to an Offer in Kajabi when Contact Group Added in Tidyhq
Grant Access to an Offer in Kajabi when Contact Group Removed in Tidyhq
Popular Kajabi + TidyHQ 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
TidyHQ
Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
Grant Access to an Offer in Kajabi when Contact Activated in TidyHQ
Use this flowGrant Access to an Offer in Kajabi when Contact Merged in Tidyhq
Use this flowGrant Access to an Offer in Kajabi when Contact Updated in TidyHQ
Use this flowGrant Access to an Offer in Kajabi when Contact Group Added in Tidyhq
Use this flowGrant Access to an Offer in Kajabi when Contact Group Removed in Tidyhq
Use this flowGrant Access to an Offer in Kajabi when Event Created in Tidyhq
Use this flowGrant Access to an Offer in Kajabi when Event Activated in Tidyhq
Use this flowGrant Access to an Offer in Kajabi when Event Updated in Tidyhq
Use this flowGrant Access to an Offer in Kajabi when Event Deleted in Tidyhq
Use this flowGrant Access to an Offer in Kajabi when Event Pack Reserved in Tidyhq
Use this flowSupported Triggers & Actions
Everything you can automate between Kajabi and TidyHQ.
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
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
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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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 TidyHQ
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kajabi and TidyHQ 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 TidyHQ 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 TidyHQ. No coding required.
Yes. You can set up a workflow where Kajabi triggers actions in TidyHQ, and a separate workflow where TidyHQ 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 TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kajabi and TidyHQ integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
