1.Triggers on payment succeeded
Integrate Kajabi and extraction tools to capture purchaser info, offer details, amount, coupon presence, and timestamps from the payment succeeded event.
Log each successful payment to central finance spreadsheet
Automatically monitor Kajabi payment succeeded events across Kajabi and Google Sheets. Create and update rows when transactions post, coupon applies, or recurring details changeβso you can add billing entries, prevent duplicates, and keep reconciliation data accurate without manual reconciliation.
How this automation preserves your reconciliation records
When payment succeeded events land in Kajabi, manual entry can introduce errors and break the reconciliation trail. This automation adds and updates Google Sheets rows based on payment referencesβso your team can reconcile faster with one source of truth.
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2.Adds row with mapped fields
Integrate Google Sheets and spreadsheet mapping tools to add a standardized row and map purchaser, offer, amount, and timestamp columns.
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3.Finds duplicates and updates
Integrate Google Sheets and data validation tools to find rows by payment reference and update the existing entry or add a new row.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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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