1.Monitors new purchase event
Integrate Kajabi and purchase metadata tools to capture purchaser contact data and purchase details for onboarding.
Create community member from each new purchase instantly
Automatically monitor new purchase events across Kajabi and Skool. Create and update when purchase completes, emails match, or duplicates appearβso you can invite members, add offer tags, and refresh profile notes without manual onboarding.
How this automation creates member-ready onboarding profiles
When new purchases happen, delays can leave coordinators waiting to start onboarding. This automation monitors purchase events and invites members and updates records in Skoolβso your team can onboard immediately.
Kajabior swap with your favorite app
2.Invites community member
Integrate Skool and member onboarding tools to create a community member and map purchaser email to invite email.
Skoolor swap with your favorite app
3.Updates member with purchase metadata
Integrate Skool and data enrichment tools to update an existing member record with recent purchase metadata.
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Accelerate account readiness with automated provisioning, access assignment, and configuration updates
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Step 1
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Step 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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