1.Detect new invoice
Integrate Keap, CRM and billing tools, and reporting systems to capture new invoice records.
Grant course access and tag buyer from new invoice
Automatically watch Keap for new invoice records across Keap, WooCommerce, and Kajabi. Create and update when order references are extracted or course SKUs match or contacts are foundβso you can apply enrollment tags, grant course access, and verify eligibility without manual enrollment steps.
How this automation grants course access to enrolled buyers
When new invoices arrive, delayed access can stall enrollment and support requests increase. This automation extracts order references, validates WooCommerce eligibility, and adds enrollment tags in Keap and Kajabiβso your team can deliver access fast.
Keapor swap with your favorite app
2.Extract order reference
Integrate Formatter by Zapier, data parsing tools, and mapping helpers to extract a numeric reference from invoice details.
Formatter by Zapieror swap with your favorite app
3.Find order by reference
Integrate WooCommerce, eCommerce tools, and order databases to look up the matching order using the extracted reference.
WooCommerceor swap with your favorite app
4.Gate eligible course orders
Integrate Filter by Zapier, order validation tools, and SKU checks to continue only when status and course SKU match.
Filter by Zapieror swap with your favorite app
5.Add enrollment tag to contact
Integrate Keap, contact records, and tagging workflows to apply the configured enrollment tag to the matched buyer.
6.Grant course offer access
Integrate Kajabi, course platform tools, and email sending to grant the configured course offer to the buyer.
Kajabior swap with your favorite app
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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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