Connect Kajabi and Xero
Integrate Kajabi with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when Form Is Submitted in Kajabi
Create Project in Xero when Form Is Submitted in Kajabi
Create Purchase Order in Xero when Form Is Submitted in Kajabi
Create New Quote in Xero when Form Is Submitted in Kajabi
Find a Purchase Order in Xero when Form Is Submitted in Kajabi
Popular Kajabi + Xero 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
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Create or Update Contact in Xero when Form Is Submitted in Kajabi
Use this flowCreate Project in Xero when Form Is Submitted in Kajabi
Use this flowCreate Purchase Order in Xero when Form Is Submitted in Kajabi
Use this flowCreate New Quote in Xero when Form Is Submitted in Kajabi
Use this flowFind a Purchase Order in Xero when Form Is Submitted in Kajabi
Use this flowFind Invoice in Xero when Form Is Submitted in Kajabi
Use this flowFind Contact in Xero when Form Is Submitted in Kajabi
Use this flowAdd Note to Invoice in Xero when Form Is Submitted in Kajabi
Use this flowAdd Stock Items to Xero when Form Is Submitted in Kajabi
Use this flowCreate Bank Transfer in Xero when Form Is Submitted in Kajabi
Use this flowSupported Triggers & Actions
Everything you can automate between Kajabi and Xero.
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 Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote 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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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 Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kajabi and Xero 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 Xero 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 Xero. No coding required.
Yes. You can set up a workflow where Kajabi triggers actions in Xero, and a separate workflow where Xero 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 Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kajabi and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
