Finmo + Kajabi Integration
Integrate Finmo to Kajabi in one click, or tell Integrately AI how you want each deal handled. Create offers, assign tags, track form submissions, and update your content platform automatically.
Free forever.Use premium features free for 14 days.1.
New deal is created in Finmo Instant- Deal note is created in Finmo Instant
- Deal is submitted in Finmo Instant
- Document request status is updated in Finmo Instant
- Application is submitted by borrower in Finmo Instant
Form submission is added in Kajabi Instant- Offer is created in Kajabi
- Purchase is created in Kajabi Instant
- Site is created in Kajabi
- Tag is created in Kajabi
- Form is created in Kajabi
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Ready Workflows for Finmo + Kajabi Integration
Create offers, assign tags, track form submissions, manage deal notes, and deliver online content, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Finmo + Kajabi flow
Capture mortgage leads, sync content purchases, notify your team, and trigger follow-up communications. Pick a combination and activate it in one click.
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Stripe (5)
Stripe (5) +
Calendly (4)
Calendly (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) +
Zoom (4)
Zoom (4) F
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When a new deal is created in Finmo, create a corresponding offer in Kajabi and record the payment in Stripe.
Finmo deals automatically trigger Kajabi offers and Stripe payment logging without manual re-keying.
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When a purchase is created in Kajabi, submit the borrower details to Finmo and log the customer in Stripe.
Kajabi purchases update Finmo mortgage deals and Stripe records instantly.
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When a Finmo deal note is created, update the Kajabi member tag and check the Stripe subscription status.
Keep Finmo deal notes and Kajabi user tags aligned with active Stripe subscriptions.
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If a Stripe payment succeeds, submit the borrower application in Finmo and create a site user in Kajabi.
Successful Stripe payments automatically advance Finmo applications and provision Kajabi site access.
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Use ChatGPT to summarise Stripe payment disputes, update the Finmo deal note, and add a review tag in Kajabi.
AI summarises payment disputes to update Finmo deals and flag Kajabi accounts.
Supported triggers and actions for Finmo and Kajabi
Mix and match to build the exact automation you need
Finmo Triggers & Actions
Kajabi Triggers & Actions
Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
Try it → What can you automate with Finmo + Kajabi?
Streamline your mortgage workflows and digital content delivery by connecting Finmo deals directly to Kajabi offers and user management.
🚀
Create Kajabi offers automatically from Finmo deals
Turn every new deal or borrower application in Finmo into a corresponding offer or site record in Kajabi without manual data entry. Keep your sales and mortgage operations completely synchronised.
📝
Capture all borrower application details and form submissions
Map every submitted field from Finmo borrower applications and Kajabi forms into your records. Ensure no ancillary service requests or customer notes are left behind.
🔔
Notify your team instantly when deals or purchases happen
Alert brokers, realtors, or content managers the moment a deal is submitted in Finmo or a purchase is created in Kajabi. Keep every stakeholder informed in real time.
🔀
Route workflows based on submitted deal or form data
Trigger different Kajabi offers or tags depending on specific mortgage values or borrower types submitted in Finmo. Ensure tailored delivery for every client.
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Keep user site and membership records up to date
Update Kajabi site access and offer statuses automatically whenever Finmo document request statuses change. Maintain accurate records across platforms.
📋
Upsert records to prevent duplicate site entries
Check existing Kajabi records before creating new site users or tags from Finmo deals. Keep your customer database clean and free of duplicates.
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Handle later deal updates and application milestones
Automate follow-up actions when a Finmo deal reaches final submission or a Kajabi purchase is confirmed. Manage the complete lifecycle from start to finish.
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Extend your workflow with Stripe, Slack, or Google Sheets
Push Finmo and Kajabi data into accounting sheets, payment processors, or team chat channels for a complete multi-step automation ecosystem.
And much more...
Who is Finmo + Kajabi integration for?
Mortgage professionals, content creators, and platform administrators benefit by eliminating manual data entry between mortgage pipelines and digital product delivery platforms.
Mortgage brokers and analysts
Sales and onboarding teams
Client success managers
High-volume platform admins
Operations coordinators
Compliance and audit officers
📈
Mortgage brokers and analysts
You're tracking mortgage deals and borrower applications in Finmo, but your content sales data in Kajabi lives in a separate silo so revenue reports are always incomplete — with this integration, every new deal automatically updates your sales tracking and unified revenue figures stay accurate.
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Sales and onboarding teams
You manage borrower document requests and deal submissions in Finmo, but client access to Kajabi courses is delayed until someone manually checks off the paperwork — automating both apps means course offers and site access are granted the moment the deal moves forward.
🤝
Client success managers
You coordinate property buyers and sellers through Finmo workflows, but client onboarding in Kajabi requires manual email coordination and tagging — this integration means every new borrower gets assigned the correct membership tags instantly without manual intervention.
🏢
High-volume platform admins
You process dozens of daily mortgage applications and digital product purchases, but keeping user records aligned across Finmo and Kajabi by hand causes constant data gaps — with this integration, every form submission and purchase syncs instantly across platforms.
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Operations coordinators
You depend on borrower document status updates in Finmo to trigger content delivery in Kajabi, but handoffs get missed when teams rely on manual notifications — connecting these apps means automated workflows trigger product delivery right when document milestones are reached.
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Compliance and audit officers
You maintain detailed deal notes and application history in Finmo, but membership records in Kajabi lack context on mortgage milestones — this integration means complete audit trails are maintained seamlessly across both systems.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Finmo + Kajabi
Build and manage your Finmo + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Finmo + Kajabi with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Finmo + Kajabi Now 
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Frequently Asked Questions
How do I connect Finmo to Kajabi?
You can connect Finmo to Kajabi instantly using ready-made workflows or by asking Integrately AI to build the integration. Simply select your trigger events, connect your accounts, and sync data across Stripe, Slack, and Google Sheets in one click.
Can I automatically create a Kajabi offer when a Finmo deal is created?
Can I connect Finmo, Kajabi, and Stripe?
What is a good Zapier alternative for Finmo and Kajabi?
How does Finmo handle deal notes and applications in automations?
How does Kajabi integrate form submissions and purchases?
Do I need coding skills to automate Finmo and Kajabi?
Is the Finmo and Kajabi integration free?
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