An automated workflow using zapier
Connects Kajabi + TrackMage
Add new Kajabi orders to TrackMage
About this workflow template
This automation scenario allows you to connect Kajabi and TrackMage
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Kajabi and TrackMage can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Kajabi
New Purchase in Kajabi
Triggers when an offer is purchased.
Then this action happens in TrackMage
Create Order in TrackMage
Create a new Order.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Kajabi orders to TrackMage.
Part I
Configure Applications
First, we need to connect Kajabi and TrackMage to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Kajabi to Zapier.
Give Zapier access to your Kajabi account, using Kajabi credentials.
Connect TrackMage to Zapier.
Give Zapier access to your TrackMage account, using TrackMage credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Kajabi
Choose the following trigger: New Purchase (Triggers when an offer is purchased.).
Then set up an Action for TrackMage
Choose this action: Create Order (Create a new Order.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Kajabi and TrackMage.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Kajabi orders to TrackMage!
Related Automation Templates
Supported triggers and actions
New purchase
Triggers when an offer is purchased.
triggerbyzapierautomateiopabbly-connectNew form submission
Triggers when a form is submitted.
triggerbyzapierautomateiopabbly-connectTag added
Triggers when a tag is added to a contact.
triggerbyzapierAssessment completed
Trigger when someone completes an assessment.
triggerbyzapierTag removed
Triggers when a tag is removed from a contact.
triggerbyzapierOffer is created
Offer is created
triggerbyintegrately
Create order
Create a new Order.
actionbyzapierintegratelyCreate shipment
Create a new Shipment.
actionbyzapierintegratelyCreate tracking page link
Create an individual link to your tracking page where your customers/vendors can see statuses of their parcels. Links get created using specified parameters. For example, you will get a link to all your customers shipments on one page if you pass in their email as a parameter.
actionbyzapierintegratelyFind order
Find a order by specified criteria.
actionbyzapierFind shipment
Find a shipment by specified criteria.
actionbyzapierFind or create order
Find a order by specified criteria.
actionbyzapier
Apps you need
Kajabi is an all-in-one platform that provides a centralized solution for creating and selling engaging online courses or coaching programs, building personalized websites, theme-based landing pages, and emails, processing payments, and automating targeted marketing campaigns or funnels to create personalized customer experiences.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
