Zapier is an app that allows you to connect between any app events so it can perform repetitive tasks automatically. You'll use a Trigger to set off an event, which will then lead to an Action (the task will be carried out right away by Zap). Trigger which pulls off an event and it will lead to Action.
For example, when you add a "New Form Submission" to your account on Kajabi, Zappier will "Start Deadline" instantly on Deaaline Funnel.
About Deadline Funnel
Deadline Funnel integrates with the website and email apps that you use in your business. Create amazing offers for your audience on the platforms where you're already connected.
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.
*Remember to have accounts in both apps.
There are some triggers and actions that Zapier suggests for you:
Triggers are events that start in Zap, while Actions are events that Zap performs.
In Kajabi, you can choose many different triggers such as: New Purchase, Tag Added .. etc.
Deadline Funnel offers many trigger options, such as: Track Purchase, Create Custom Event,..etc.
It will have a meta description for any actions or triggers for choosing the one to fill up the user's requirement.
| Kajabi | Deadline Funnel |
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 ConvertHub Portal Triggers when a new portal is created. New ConvertHub Subscriber Triggers when a new subscribers submits ConvertHub opt-in form. New Custom Event Triggers when a new custom event is created in Deadline Funnel. |
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 Custom Event Creates a custom event in DF Start Deadline Starts a deadline for a specific lead. Track Purchase Creates a sales tracking event. |
Step-by-step to use Zap for connecting WordPress + Kajabi
Step 1: Authenticate Deadline Funnel and Kajabi
After you sign in for both apps, then go to https://zapier.com/apps/deadline-funnel/integrations/kajabi and scroll down to this section:
Click "Connect Kajabi + Deadline Funnel".
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.
Choose the event you want to perform in the list. For example, I choose "New Custom Event".
Choose "Sign in" to authenticate your Deadline Funnel Account.
Sign your email and log in to your account in Deadline Funnel, it will automatically connect.
Click "Continue" .
Zap will auto-test the trigger to make sure the setup is correct. Remember, it always needs to do this step before moving to any section further.
Step 3: Choose a resulting action from the other app.
Repeat the setup as you do in the first application.
In this section below, you will have a list of events that can be triggered
For example, I choose "Create Form Submission".
Connect to your account in Kajabi and click "Continue".
Set up action: Fill in the blank the data from Kajabi. You must fill in the blanks: "Email", and "Name".
Once done, you can test the action to find value or skip the test if your filling is correct.
Step 4: Finishing the action
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.
Following the guide carefully will prevent it from establishing Zaps if you miss any moves.
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