Box + Kajabi Integration

Integrate Box to Kajabi in one click, or tell Integrately AI how you want each purchase handled. Create client folders, upload digital deliverables, add task comments, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Box
    New folder item is created in Box
  • Box
    New comment is created in Box
  • Box
    New event is created in Box
  • Box
    Task is assigned in Box
  • Kajabi
    Form submission is added in Kajabi Instant
  • Kajabi
    Offer is created in Kajabi
  • Kajabi
    Purchase is created in Kajabi Instant
  • Kajabi
    Site is created in Kajabi
  • Kajabi
    Tag is created in Kajabi
  • Kajabi
    Form is created in Kajabi
Arrow Right
2.
  • Box
    Upload file in Box
  • Box
    Search file in Box
  • Box
    Add task to file in Box
  • Box
    Add comment to file in Box
  • Box
    Create Folder in Box
  • Box
    Search folder in Box
  • Box
    Move/Copy file in Box
  • Box
    Get file request in Box
  • Box
    Add user as collaborator in Box
  • Box
    Copy file request in Box
  • Box
    Create text file in Box

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Ready WorkflowsReady Workflows   for Box + Kajabi Integration

Provision client folders after a new purchase, upload course materials, track deliverables, and update your records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Box + Kajabi flow

Sync your customer files with communication, marketing, and spreadsheet tools to keep every team aligned after a sale. Pick a combination and activate it in one click.

Box
Kajabi
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StripeStripe (8)
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MailchimpMailchimp (8)
+
ZoomZoom (8)
+
Google DriveGoogle Drive (8)
+
SlackSlack (8)
+
TypeformTypeform (8)
K
B
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When a purchase is created in Kajabi, create a folder in Box and create a customer in Stripe.
Every new Kajabi purchase automatically provisions a client folder in Box and creates a matching customer record in Stripe.
K
B
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When a form submission is added in Kajabi, upload a file in Box and create an invoice in Stripe.
Capture Kajabi form submissions by uploading associated files to Box and generating a corresponding invoice in Stripe.
K
B
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When an offer is created in Kajabi, create a folder in Box and update the customer in Stripe.
New Kajabi offers instantly trigger a dedicated Box folder and update customer billing details in Stripe.
K
B
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When a purchase is created in Kajabi, add a task to a file in Box and create a charge in Stripe.
Assign fulfillment tasks in Box and process immediate charges in Stripe following every Kajabi purchase.
K
B
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If a purchase is created in Kajabi for an enterprise tier, create a folder in Box and create a custom subscription in Stripe.
High-value Kajabi enterprise purchases automatically generate custom Box folders and tailored Stripe subscriptions.
B
B
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When a task is assigned in Box, update the file in Box and update the customer in Stripe.
Box task assignments update file records and synchronize customer account details in Stripe.
K
B
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Use ChatGPT to summarise new Kajabi purchases, create a folder in Box, and create a customer in Stripe.
AI analyses Kajabi purchase data, provisions a Box folder, and sets up a customer profile in Stripe.
K
B
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When a purchase is created in Kajabi, create a folder in Box, create a customer in Stripe, and send a Slack notification.
Kajabi purchases trigger Box folder creation, Stripe customer setup, and an immediate team notification in Slack.

Supported triggers and actions for Box and Kajabi

Mix and match to build the exact automation you need

Box
Box Triggers & Actions
New folder item is created in Box
Triggers the automation when a new folder item is created
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New comment is created in Box
Triggers the automation when a new comment is created
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New event is created in Box
Triggers the automation when a new event is added
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Task is assigned in Box
Triggers the automation when any task is assigned to someone
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Upload file in Box
Uploads a file to the particular location
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Search file in Box
Searches for a file
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Add task to file in Box
Adds a new task to a file
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Add comment to file in Box
Adds a comment to a file
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Create Folder in Box
Creates a new folder in the designated location
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Search folder in Box
Searches for a folder
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Move/Copy file in Box
Transfers files from one location to another or make a duplicate copy of a file
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Get file request in Box
Retrieves a file request from a designated source
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Add user as collaborator in Box
Grants collaborator access to a user
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Copy file request in Box
Duplicates a file to another destination
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Create text file in Box
Generates a new text file with particular content
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Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
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Offer is created in Kajabi
Triggers the automation when a new offer is added
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Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
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Site is created in Kajabi
Triggers the automation when a new site is created
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Tag is created in Kajabi
Triggers the automation when a tag is added
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Form is created in Kajabi
Triggers the automation when a new form is created
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No action is available

What can you automate with Box + Kajabi?

Streamline your digital business operations by connecting Kajabi events directly to Box file management and storage workflows.

What you can automate?
📁
Auto-provision client folders on every new purchase
Whenever a purchase is created in Kajabi, automatically create a dedicated folder in Box to store welcome guides and customer files without manual setup.
📝
Capture every submitted form field in Box documents
Map all available Kajabi form submission answers directly into text files or comments in Box rather than just basic contact names.
🔔
Alert your team instantly when a sale happens
Trigger instant team notifications whenever a new purchase or form submission occurs in Kajabi so your fulfillment staff can act without delay.
🔀
Route records based on submitted offer types
Send buyers to different Box folders or task lists depending on whether they purchased a standard course, coaching package, or enterprise tier.
🔄
Keep file records updated as customer statuses change
Synchronize updates across your Box folders and file tasks whenever a member's tag or offer status changes in Kajabi.
🔍
Search and update instead of creating duplicate folders
Check whether a client folder already exists in Box before creating a new one, keeping your storage directory clean and organized.
📋
Assign follow-up tasks upon purchase completion
Automatically add review tasks to Box files the moment a customer completes a purchase or submits an intake form in Kajabi.
🌐
Extend your sales workflow to team communication apps
Connect your Box and Kajabi core workflow with Slack or Google Drive to keep team channels updated and data synced across platforms.
And much more...

Who is Box + Kajabi integration for?

Course creators, membership site owners, and digital educators use this integration to automate client onboarding, document organisation, and team communication effortlessly.

Course creators and educators
Course creators and educators
Membership site managers
Membership site managers
Coaching agency directors
Coaching agency directors
Digital marketing leads
Digital marketing leads
Customer success teams
Customer success teams
Operations administrators
Operations administrators
📈
Course creators and educators
You're tracking student course enrollments in Kajabi but your document archives in Box only update when someone manually exports purchase data, so the folder counts you're reviewing against are always a few hours behind — with this integration, every new purchase provisions a folder instantly and your records stay current.
Membership site managers
You need to onboard new members the moment they sign up in Kajabi, but manual folder setup means staff find out too late to send welcome assets promptly — connecting these apps means every new subscription creates a dedicated Box folder instantly so your support team can begin onboarding right away.
🤝
Coaching agency directors
You answer to clients and sponsors who want to see real-time progress reports and document delivery, but manual file sharing leaves gaps in visibility — automating both apps means every purchased coaching session instantly organizes deliverables in Box for client review.
📊
Digital marketing leads
The volume of inbound form submissions in Kajabi is too high for anyone to keep up with by hand, leading to delayed asset delivery and missed follow-ups — this integration means every submission automatically creates tasks and files in Box without human bottlenecks.
🔄
Customer success teams
You own the onboarding follow-up step and depend on someone upstream to hand over student files from Kajabi sales, causing friction when handoffs are missed — connecting these apps means every new purchase automatically triggers Box task assignments and document creation.
🗂️
Operations administrators
You need a reliable customer history across your cloud storage and learning platforms, but manual data transfers keep leaving gaps in your archives — automating both apps means every purchase and submission is logged and stored accurately in Box every single time.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Box + Kajabi

Build and manage your Box + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Box + Kajabi with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Box to Kajabi?
Frequently Asked Questions
You can connect Box to Kajabi in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Box, Kajabi, and tools like Slack or Google Drive.
Can I automatically create a Box folder when a purchase is made in Kajabi?
Frequently Asked Questions
Can I connect Box, Kajabi, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Box and Kajabi?
Frequently Asked Questions
How does Box handle file uploads and folder creation in this integration?
Frequently Asked Questions
Can I trigger workflows based on Kajabi form submissions and purchases?
Frequently Asked Questions
Do I need coding skills to automate Box and Kajabi?
Frequently Asked Questions
Is the Box and Kajabi integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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