Connect ZipBooks and Kajabi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
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 ZipBooks and Kajabi automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
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 ZipBooks integrations.
List Contacts
Get your ZipBooks contacts
List All Estimates
Retrieve all estimates
List All Invoices
Retrieve all invoices
Calculate VAT Return
Calculate VAT & invoice totals
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
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Frequently Asked Questions
To start, connect both your ZipBooks and Kajabi accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Kajabi (or vice versa).
Absolutely. You can customize how ZipBooks 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 ZipBooks 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 ZipBooks 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 ZipBooks
ZipBooks is a modern online accounting and invoicing platform designed for small businesses and freelancers. With the ZipBooks API, you can automate financial workflows such as managing contacts, invoices, estimates, and other accounting data directly from your automation flows. This integration allows you to securely connect your ZipBooks account and programmatically fetch or manage business data, enabling seamless synchronization with CRMs, spreadsheets, reporting tools, and other business applications.
Learn MoreAbout Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
Learn More
