1.Detect new purchase
Integrate Kajabi and onboarding workflows to detect each purchaser and create a member record from purchases
Create academy member record from purchase in board
Automatically watch New Purchase events in Kajabi across Zapier Tables and monday.com. Create and update member records with cohort dates so you can start onboarding and launch nurture without manual entry.
How this automation creates member records
When new purchases need manual member setup, onboarding and nurture stall. This automation finds the right cohort, formats cohort dates, and creates and updates board itemsβso your team can onboard faster.
Kajabior swap with your favorite app
2.Find cohort by offer id
Integrate Zapier Tables and cohort table lookups to find the matching cohort by offer id and return cohort dates
Zapier Tablesor swap with your favorite app
3.Format cohort date fields
Integrate Formatter by Zapier and date formatting tools to standardize cohort start and end dates for board columns
Formatter by Zapieror swap with your favorite app
4.Create and update board items
Integrate monday.com and board management to create member items with cohort tags and update the email column
monday.comor swap with your favorite app
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Explore all student enrollment management automations
Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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