Accelo + Kajabi

Create Accelo requests for new Kajabi purchases

Effortlessly manage new purchases in Kajabi by creating requests in Accelo with this seamless workflow. Once a new purchase is made within the Kajabi app, a corresponding request will be generated in Accelo, keeping your records up-to-date and ensuring prompt responses. This automation saves time and improves efficiency, allowing you to focus on other important tasks.

When this happens...
New Purchase
Triggers when an offer is purchased.
TriggerInstant
automatically do this!
Create Request
Triggers when a new request is created.
ActionWrite

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Supported triggers and actions

- SiteRequired
- AssessmentRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- Tag
- SiteRequired
Trigger
Instant
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- SiteRequired
- FormRequired
Action
Write

Task Assigned
Triggers when a task is assigned.
Trigger
Instant
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- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write

- TitleRequired
- TypeRequired
- EmailRequired
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
Action
Write

- SiteRequired
- FormRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- SiteRequired
- Tag
Trigger
Instant
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- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
Action
Write
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- TypeRequired
- SubjectRequired
- BodyRequired
- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- SubjectRequired
- Initial Seconds
- Auto Start
Action
Write
- Resource URLRequired
Action
Search

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.