Kajabi + Sage Intacct

"find new Kajabi purchases in Sage Intacct as customers"

Streamline your sales and accounting tasks with this seamless workflow. Once a new purchase is made in Kajabi, this automation goes to work, pinpointing the corresponding customer in Sage Intacct. Save time on manual data lookup and ensure accurate, timely customer information for all of your financial processes.

Streamline your sales and accounting tasks with this seamless workflow. Once a new purchase is made in Kajabi, this automation goes to work, pinpointing the corresponding customer in Sage Intacct. Save time on manual data lookup and ensure accurate, timely customer information for all of your financial processes.

  1. When this happens!
    KajabiKajabi
    New Purchase

    Triggers when an offer is purchased.

    TriggerInstant
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Supported triggers and actions

    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • SiteRequired

    • Tag

    Trigger
    Instant
    Try It
    • SiteRequired

    • OfferRequired

    • Member NameRequired

    • EmailRequired

    • External User IDRequired

    • Send Offer Grant Email?

    Action
    Write
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kajabi logo

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Related categories

  • eCommerce

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Online Courses
sage-intacct logo
sage-intacct logo

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting