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FacturaDirecta + Kajabi

FacturaDirecta + Kajabi

FacturaDirecta + Kajabi integrations

Create new FacturaDirecta clients from new Kajabi form submissions

Improve your client management process with this seamless workflow. As soon as a new form submission is made in Kajabi, a corresponding client profile is created in FacturaDirecta in real time. This automation not only reduces manual data input but also ensures accuracy and consistency in managing clients across both platforms.

When this happens...
New Form SubmissionTriggers when a form is submitted.
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.

Learn moreLearn moreHelpHelp

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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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