Kajabi + Sage Intacct

Find customers in Sage Intacct for new form submissions in Kajabi

Ensure smooth business operations with this automation that activates whenever there's a new form submission in Kajabi. It will search for the corresponding customer details in the Sage Intacct app, providing a seamless bridge between your information collection and customer management systems. This convenient workflow alleviates the need for manual data transfer, saving crucial time for your team and enhancing productivity.

Ensure smooth business operations with this automation that activates whenever there's a new form submission in Kajabi. It will search for the corresponding customer details in the Sage Intacct app, providing a seamless bridge between your information collection and customer management systems. This convenient workflow alleviates the need for manual data transfer, saving crucial time for your team and enhancing productivity.

  1. When this happens!
    KajabiKajabi
    New Form Submission

    Triggers when a form is submitted.

    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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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