1.Detect assessment completion tag
Integrate Kajabi to catch tag added events for assessment completion and trigger employee record updates.
Update employee training record and add admin task card
Automatically watch Kajabi assessment completion tags across Kajabi and Personio. Create and update when completion tags get addedβso you can update training expiry, set completion status, and create admin task cards without manual follow-up.
How this automation protects training records
When assessment completion tags are added in Kajabi, training records can stay outdated and admins must work manually. This automation finds the right employee in Personio, calculates the expiry date, updates the record, and creates a Trello task cardβso your team can keep training compliance on time.
Kajabior swap with your favorite app
2.Find employee by email
Integrate Personio and HR directory tools to look up the employee and map the employee ID for updates.
Personioor swap with your favorite app
3.Calculate expiry date
Integrate Formatter by Zapier and date utilities to compute a formatted expiry date for the training expiry field.
Formatter by Zapieror swap with your favorite app
4.Update employee training record
Integrate Personio and HR record systems to update training expiry, set completion status, and clear outstanding flags.
5.Create admin task card
Integrate Trello and task management tools to create a card with completion details and place it at the top.
Trelloor swap with your favorite app
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