Through Zapier, you can automate repetitive tasks by connecting any app events. In this case, you are going to use a Trigger, which will trigger an event and result in an Action (the task will be executed immediately by Zaps).
Let's find out how to use it!
For example, when you add a "New Purchase" to your account on Kajabi, Zappier will "Create or Update Contact" instantly on.
About ActiveCampaign
A CRM with email and sales automation keeps all your customer data organized in one platform. Manage multiple pipelines, update deals, and always follow up at the perfect moment.
About Kajabi
Kajabi empowers you to create all kinds of content to showcase what you know best, including online courses, coaching programs, podcasts, memberships, and more.
About Elopage
Elopage is a SaaS company that enables entrepreneurs to start and scale their digital businesses with digital products and automated sales.
*Remember to have accounts in these apps.
Triggers are events that start in Zap, while Actions are events that Zap performs. There are some triggers and actions that Zapier suggests for you:
In ActiveCampaign you can choose many different triggers such as New or Updated Account, Deal Task Completed, .. etc.
And choose the action you want to perform in ActiveCampaign: Create Account, Update Account., etc.
| Kajabi | ActiveCampaign | Elopage |
Triggers | New Form Submission Triggers when a form is submitted. New Purchase Triggers when an offer is purchased. Tag Added Triggers when a tag is added to a contact. Tag Removed Triggers when a tag is removed from a contact. | New or Updated Custom Object Record Triggers when a Custom Object record is created or updated. Custom Object Record Deleted Triggers when a custom object record is deleted in ActiveCampaign Deal Task Completed Triggers when a deal task has been completed. New or Updated Account Triggers when a new account is added or an existing account's details are updated. New Automation Webhook Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action. New Campaign Bounce Triggers when a contact email address bounces from a sent campaign. New Campaign Link Click Triggers when a contact clicks a link in a campaign message (will only run once for each unique link). New Campaign Open Triggers when a contact opens a campaign (will trigger once per contact per campaign). New Campaign Starts Sending Triggers when a new campaign starts sending. New Campaign Unsubscribe Triggers when a contact unsubscribes as a result of a campaign email sent to them. New Contact Note Triggers when a new contact note is added. New Contact Task Triggers when a new contact task is created. New Deal Note Triggers when a new deal note is created. New Deal Task Triggers when a new deal task is created. New Deal Added or Updated Triggers when a new deal is created or existing deal is updated. New Contact Added to List Triggers when a new contact is added to a list. Updated Contact Triggers when an existing contact details are updated. New or Updated Contact Triggers when a new contact is added or existing contact's details are updated. Tag Added or Removed From Contact Triggers when a a Tag is added or removed from a Contact | Initial Payment Trigger when an initial payment for any product is processed! Initial Product Payment Triggers when an initial payment for specific product is processed. New Email Opt-In Triggers when product with opt-in with zapier is bought. New Event Participants Triggers when ticket was bought. New Payment Triggers when a new payment is processed. New Product Payment Triggers when a new payment for a specific product is processed. New Refund Trigger when new refund processed! Order State Updates Triggers when order state is changed. |
Actions | Grant Access to an Offer Grants a new or existing member access to an Offer and its Products. Create Form Submission Submits a Form on behalf of a contact. This will opt in the contact for email marketing. Revoke Access to an Offer Revokes access to an offer from the specified member. | Create Account Creates a new account. Update Account Updates an account. Create or Update Contact Creates a new contact, or updates an existing contact. Create Deal (Deprecated) Creates a new deal. Add Existing Contact to Automation Adds an existing contact into any automation. Remove Contact From Automation The contact will be removed from this active automation Create Campaign Creates and sends a new campaign. Add Contact to Account Adds a contact to an ActiveCampaign account Add Contact Note Adds new contact note. Add/Remove Tag From Contact Add or remove a tag from a Contact Create or Update Contact Task Creates or updates a contact task Create or Update a Custom Object Record Creates a new custom object record or update an existing record Add Secondary Contact to Deal With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role. Create Deal Creates a new deal. Add Note to Deal Adds a note to a deal. Create or Update Deal Task Creates or updates a deal task Update Deal Updates an existing deal. Subscribe or Unsubscribe Contact From List Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with. Create Tracked Event Creates a custom website or application event. Find Account Finds account by name. Find Contact Finds a contact by email address or ID. Find Contact Task Finds a contact task. Find Deal Finds an existing deal by title or email. Find Deal Owner Looks for a Deal and if found, returns the User that owns the Deal Find Deal Task Finds a deal task. Find User Finds a user by email address. | Create Affiliate Publisher Invitation Creates publisher invitation for selected affiliate program. Create Coupon Creates an individual coupon code. Create Free Payment Register user to a free product, ticket or course. Find Coupon Finds an existing coupon. Find or Create Coupon Find or Create Coupon |
Step-by-step to use Zap for connecting Elopage + ActiveCampaign And Kajabi
Step 1: Authenticate Elopage + ActiveCampaign And Kajabi
After you sign in for both apps, then go to and scroll down to this section, click "Connect Kajabi + Elopage + Active Campaign".
Choose "Connect ActiveCampaign+Kajabi+elopage."
Zap will auto-combine the apps for you easily to make a command.
Step 2: Pick one trigger in one of those apps you need in Zappier, and then it will activate automatically.
In this section below, you will have a list of events that can be triggered.
For example, I choose "New Campaign Open".
Click "Continue" to connect to ActiveCampaign.
When you set up a trigger, choose any outcome in the list, for example, I choose the "Master Contact Lis .
Zap will test the trigger to ensure it is set up correctly.
After the test is done, you can move on to the results.
Step 3: Choose a resulting action from the other apps.
Repeat the setup as you do in the first application with both of the apps. In this section, the Action will trigger in the Kajabi app.
You will have a list of events that can be triggered in Kajabi. For example, I choose "Create Form Submission".
Choose "Continue" after you connect the account.
Then, when set up in the action, you will need to fill in "Name", " Email", "Default Form",..etc.
You can skip this test if you want to.
Here I had just skipped my test. Feel free to test if it needs.
Moving on to Elopage, I choose "Find coupon", you can choose whatever you want.
Move to the Elopage page, in "Settings", choose "Integrations" and you will see the API key has been generated.
Fill in the API key. for authenticating in Elopage.
Choose the account and "Continue".
Then, when set up in this section, you will need to fill in "Contact Name", "Contact Information", " Contact Email", "Default Form",..etc.
Zap will auto-test the trigger to make sure the setup is correct. You can choose to skip it.
Step 4: Finishing the Zap
It will always ask you to publish your Zap for executing tasks automatically in the future. You can cancel or change the Zaps at any time.
Missing any moves will prevent it from establishing Zaps, remember to follow the guide carefully.
Thank you for your watching! Please subscribe to the blog if you want to know more tricks!
コメント