Kajabi + TrueCoach

Create new TrueCoach clients from new Kajabi payments

Effortlessly streamline your client management process with this workflow. When Kajabi receives a new payment, a client is instantaneously created in TrueCoach. This keeps your TrueCoach client information up-to-date and enhances efficiency in growing your business without taxing manual work.

When this happens...
New Payment
Triggers when a new payment is completed.
TriggerInstant
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Create Client
When this action is called, it creates a new Client on TrueCoach.
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

Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Trigger
Instant
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Workout Completed
Triggers when a client completes a workout assigned to them in TrueCoach.
Trigger
Instant
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- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Coach Email
- Phone Number
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 Client
Triggers when a new client is added on TrueCoach.
Trigger
Instant
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Workout Created
Triggers when a coach creates a workout and assigns it to a client on TrueCoach.
Trigger
Instant
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