Connect Template To and Kajabi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Grant Access to an Offer
List All Sites
List Offers
Revoke Access to an Offer
List Contact Tags
Create Contact
Update Contact
Delete Contact By Email Or ID
Add Tags to Contact
Remove Tag From Contact
Add Note to Contact
Ready to use Template To and Kajabi automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
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 Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
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.
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Frequently Asked Questions
To start, connect both your Template To and Kajabi accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Kajabi (or vice versa).
Absolutely. You can customize how Template To data is recorded in Kajabi. This includes choosing which data fields go into which fields of Kajabi, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Kajabi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Template To and Kajabi. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreAbout Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
Learn More
