Kajabi + Ortto
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.
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 Purchase
Triggers when an offer is purchased.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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