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How Zapier works

Zapier makes it easy to integrate Kajabi with monday.com - no code necessary. See how you can get setup in minutes.

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Kajabi
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Kajabi
1. Choose trigger event
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monday.com
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monday.com
2. Choose action
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1. Select the event
Setup
Test
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Kajabi
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Assessment Completed" from Kajabi.

Add your action

An action happens after the trigger—such as "Archive Board" in monday.com.

You’re connected!

Zapier seamlessly connects Kajabi and monday.com, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Level up your Kajabi to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Kajabi + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Kajabi and monday.com

How can I integrate Kajabi with monday.com through your platform?

Our platform allows you to integrate Kajabi with monday.com by setting up specific triggers and actions. For instance, when a new contact is created in Kajabi, a corresponding item can be automatically created on monday.com. You can customize these automations to fit your workflow needs.

What triggers are available when integrating Kajabi with monday.com?

You can set up triggers such as ‘New Form Submission’ or ‘New Purchase’ in Kajabi, which will activate corresponding actions in monday.com like creating a new pulse or updating existing data.

Can I update existing tasks in monday.com based on Kajabi activities?

Yes, you can update existing tasks in monday.com by setting triggers for activities such as course completion in Kajabi. This ensures your team receives real-time updates on learner progress.

Are there any limitations when using the integration between Kajabi and monday.com?

While the integration covers key use cases, there may be some complex workflows that require custom solutions. Our platform provides numerous standard options which solve most common needs effectively.

How do I handle errors during sync between Kajabi and monday.com?

We provide error handling configurations for sync processes between Kajabi and monday.com. This helps ensure any failures are caught early, allowing you to resolve them without disrupting the workflow.

Is it possible to trigger automated emails from our CRM when using this integration?

Yes, you can configure your CRM to send automated emails based on specific events recorded through our integration, such as new purchases or leads added from Kajabi into monday.com.

Will the integration affect my current data setup in either platform?

Integrating Kajabi with monday.com does not alter your existing data setup. Instead, it allows new data to be synchronized seamlessly while maintaining the integrity of pre-existing information.

Practical ways you can use Kajabi and monday.com

Streamline financial reporting

A workflow that automates monthly and quarterly financial reporting by integrating accounting software, generating performance summaries, and sending these directly to the business owner's dashboard.

Business Owner
Automated lead nurturing

A workflow designed to automate email marketing campaigns with segmented audience targeting, ensuring timely follow-ups and personalized content for converting leads into customers.

Marketing & Marketing Ops
Team task allocation automation

A workflow that automatically assigns tasks to team members based on current workloads and predefined expertise, ensuring efficient team management and task tracking.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • 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
    Trigger
    Instant
    Try It
    • Site
      Required
    • Offer
    Trigger
    Instant
    Try It
    • Site
      Required
    • Tag
    Trigger
    Instant
    Try It
    • Site
      Required
    • Offer
    • Member Name
      Required
    • Email
      Required
    • External User ID
      Required
    • Send Offer Grant Email?
    Action
    Write

Learn how to automate Kajabi on the Zapier blog

Learn how to automate monday.com on the Zapier blog

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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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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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