Kajabi + Ortto

Kajabi + Ortto integrations

Create new Ortto records for every new Kajabi purchase

Ensure a seamless management of your sales data with this workflow. Whenever a new purchase is made in Kajabi, it instantly creates a corresponding record in Ortto, ensuring your sales records are always up-to-date. This automation maintains accurate documentation, saving you the time spent on manual data entry. Benefit from this smooth integration to stay on top of your sales performance.

When this happens...
New PurchaseTriggers when an offer is purchased.
TriggerInstant
automatically do this!
Create RecordSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
ActionWrite

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More things you can do with Kajabi and Ortto

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

- 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

- Choose an activity
  Required
Trigger
Instant
Try It
- Record Type
  Required
Trigger
Instant
Try It

- Custom Activity
  Required
- Search By
  Required
Action
Write
- Search By
  Required
Action
Write
- Search By
  Required
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
- Record Type
  Required
- Fields
  Required
Trigger
Instant
Try It
- Record Type
  Required
- Event
  Required
Trigger
Instant
Try It
- Record Type
  Required
- Update By
  Required
Action
Write
- Operation
  Required
- Record Type
  Required
- Search By
  Required
Action
Write
- Record Type
  Required
- Search By
  Required
Action
Search

About Kajabi

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

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About Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

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Marketing

Related Zap Templates

Tag or untag records in Ortto when new purchases happen in Kajabi

Create new Ortto records when new tags are added in Kajabi