Kajabi + Sage Intacct
Find customers in Sage Intacct for new form submissions in Kajabi
Ensure smooth business operations with this automation that activates whenever there's a new form submission in Kajabi. It will search for the corresponding customer details in the Sage Intacct app, providing a seamless bridge between your information collection and customer management systems. This convenient workflow alleviates the need for manual data transfer, saving crucial time for your team and enhancing productivity.
Ensure smooth business operations with this automation that activates whenever there's a new form submission in Kajabi. It will search for the corresponding customer details in the Sage Intacct app, providing a seamless bridge between your information collection and customer management systems. This convenient workflow alleviates the need for manual data transfer, saving crucial time for your team and enhancing productivity.
- When this happens!
New Form SubmissionTriggers when a form is submitted.
TriggerInstantThis event starts a Zap instantly.
- Free forever for core features
- 14 day trial for premium features & apps
SiteRequired
AssessmentRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SiteRequired
FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
SiteRequired
FormRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SiteRequired
OfferRequired
Member NameRequired
EmailRequired
External User IDRequired
Send Offer Grant Email?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site IDRequired
Offer IDRequired
External User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
Related categories
About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
Related categories
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