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FacturaDirecta + Kajabi

FacturaDirecta + Kajabi

FacturaDirecta + Kajabi integrations

Create clients in FacturaDirecta when new tags are added in Kajabi

Effortlessly manage your new clients in FacturaDirecta when they're tagged in Kajabi with this seamless workflow. Once a tag is added in Kajabi, this automation creates a new client in FacturaDirecta, saving you time and ensuring accurate client information is carried over. Keep your client database up-to-date and organized without manual data entry, so you can focus on growing your business.

When this happens...
Tag AddedTriggers when a tag is added to a contact.
TriggerInstant
automatically do this!
Create ClientTriggers when a new contact is added.
ActionWrite

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More things you can do with Kajabi and FacturaDirecta

Discover other triggers and actions you can use with Kajabi and FacturaDirecta

- Site
  Required
- Assessment
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Tag
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Form
  Required
Action
Write

- Company
  Required
- Type
Trigger
Instant
Try It
- Company
  Required
- Customer ID
- Find Customer By Email
- Find Customer By FiscalId
- Create contact from email only
- Customer Name
- Customer Surname
- Customer Email
- Customer Phone
- Customer Fiscal Id
- Is final customer
- Customer Address
- Customer City
- Customer Region
- Customer Zip Code
- Customer Country
- External ID
- Create as draft
- Series
- Created Date
- Due Date
- Visible notes
- Internal notes
- Tags
- PDF Template
- Currency
- Line Total Decimals
- Invoice total
- Taxes Included
- Auto calculate taxes
- Mark as paid
- Bank
- Payment method
- Send document
- Include facturae
- Generate PDF
- Generate Facturae
- Product SKU
- Description
- Quantity
- Unit Price
- Amount
- Tax Codes
- Tax Name
- Tax Rate
- Discount Rate
- Tax amount
- Shipping Item
- Shipping Amount
- Shipping Description
- Shipping Tax Codes
- Shipping Tax Name
- Shipping Tax Rate. (Ex: 0.21)
- Shipping Discount Rate. (Ex: 0.05)
- Shipping Tax Amount
- Rates Base 100
Action
Write

- Site
  Required
- Form
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
Try It
- Site
  Required
- Offer
  Required
- Member Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site ID
  Required
- Offer ID
  Required
- External User ID
  Required
Action
Write
- Company
  Required
- Find Customer By Email
- Name
  Required
- Surname
- Email
- Phone
- Fiscal Id
- Is final customer
- Address
- City
- Region/State
- Zip Code
- Country
Action
Write
- Company
  Required
- Invoice Id
  Required
- Bank Id
- Bank
- Amount
Action
Write

About FacturaDirecta

FacturaDirecta is an easy accounting software for small business and freelancers.

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About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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