Float + Kajabi Integration
Integrate Float to Kajabi in one click, or tell Integrately AI how you want each form submission handled. Create tasks, schedule team resources, track time, and keep your projects fully updated automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Float- Logged time is created in Float
- Logged time is updated in Float
- Person is created in Float
- Project is created in Float
- Client is created in Float
- Time off is created in Float
- Department is created in Float
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
2.
- Create task in Float
- Search task in Float
- Update task in Float
- Create project in Float
- Search project in Float
- Create logged time in Float
- Update logged time in Float
- Search logged time in Float
- Create client in Float
- Create time off in Float
- Create person in Float
- Create milestone in Float
- Create department in Float
Trusted by experts at...
Ready Workflows for Float + Kajabi Integration
Create tasks from form submissions, schedule team resources, log time, and update projects, 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 Float + Kajabi flow
Send form data to finance tools, email marketing platforms, messaging apps, and spreadsheets the moment a submission arrives. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Zoom (4)
Zoom (4) +
Google Drive (4)
Google Drive (4) +
Google Sheets (4)
Google Sheets (4) K
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Create a task in Float and a customer in Stripe when a new Kajabi form submission is added
New Kajabi form submissions instantly generate a task in Float and create a customer record in Stripe without manual data entry.
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When a Kajabi offer is created, create a project in Float and an invoice in Stripe
New Kajabi offers automatically trigger project creation in Float and generate an invoice in Stripe.
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When a Kajabi purchase is created, create a task in Float and log the charge in Stripe
New Kajabi purchases create scheduling tasks in Float and record payment details in Stripe automatically.
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Use ChatGPT to summarise Kajabi form submissions, create a task in Float, and create a customer in Stripe
Use ChatGPT to analyse new Kajabi submissions before creating a task in Float and a customer in Stripe.
Supported triggers and actions for Float and Kajabi
Mix and match to build the exact automation you need
Float 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 Float + Kajabi?
Streamline your resource planning and digital content delivery by connecting every key customer event directly to your scheduling workflows.
🎯
Turn every form submission into an instant resource task
Capture new inquiries from your online platform and automatically create corresponding scheduling tasks in your resource management system. Your team is assigned and ready before the client even books a call.
📝
Capture every submitted field without manual data entry
Map all available form answers and customer notes directly into task descriptions and custom fields instead of just a basic name. Your scheduling records capture every important project detail.
🔔
Alert your team the moment a customer signs up
Trigger instant notifications to your operations or project channels whenever a new purchase or form submission occurs. Everyone stays informed and ready to act on new business.
🔀
Route tasks differently based on submitted form details
Assign different project types or priority levels in your resource planner depending on the specific offer or form selection submitted by the customer. Inbound work goes to the right team immediately.
🔄
Keep project plans up to date as offers change
Automatically update existing tasks and project details whenever offer parameters or product configurations are modified in your delivery platform. Your schedules always reflect current requirements.
🔍
Search and update records instead of creating duplicates
Look up existing team members, projects, or clients before creating new entries to keep your resource database clean. Redundant records are eliminated from your workspace.
💳
Trigger workflows when customer purchases complete
Automate project creation and team scheduling the exact second a paying customer completes checkout. Fulfillment workflows begin immediately upon purchase.
📈
Extend your workflow to external messaging apps
Connect your core scheduling and delivery platform with messaging tools like Slack to broadcast new purchases and keep internal stakeholders updated in real time.
And much more...
Who is Float + Kajabi integration for?
Connecting Float and Kajabi helps course creators, operations managers, and agency owners streamline resource scheduling and online content delivery effortlessly.
Operations Directors
Project Managers
Client Services Leads
Course Creators
Team Schedulers
Finance Leads
📈
Operations Directors
You're overseeing content delivery and resource capacity across active programs, but your scheduling numbers only update when someone manually exports form submissions, so your team's workload reports are always a few hours behind — with this integration, every new submission lands as a task instantly and your capacity data stays current.
⚡
Project Managers
You need to assign team members the moment a client buys a course or submits an onboarding form, but manual handoffs mean you find out too late and deadlines slip — with this integration, every new purchase or submission triggers task creation instantly and your team starts work without delay.
🤝
Client Services Leads
You answer to clients who want to see immediate progress after signing up through your online portal, but disconnected systems leave gaps in your delivery timeline — with this integration, every form submission and offer creation schedules team resources automatically and keeps your service delivery visible.
📊
Course Creators
The volume of inbound student signups and product inquiries is too high for anyone to keep up with by hand, causing missed follow-ups and delayed onboarding tasks — with this integration, every purchase and submission flows straight into your scheduling queue without manual data entry.
👥
Team Schedulers
You own the resource allocation phase and depend on someone upstream to hand over client details from marketing forms, leading to bottlenecks and waiting periods — with this integration, every submission immediately creates the necessary project tasks so you can schedule staff right away.
🗂️
Finance Leads
You need a reliable history of customer signups and offers to reconcile schedules with revenue, but keep finding gaps where manual records were missed — with this integration, every purchase and form submission logs structured data automatically and maintains a complete operational audit trail.
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 Float + Kajabi
Build and manage your Float + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Float + 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
3
Automation is ready
Connect Float + Kajabi Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Highest Rated Integration Platform on G2
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Frequently Asked Questions
How do I connect Float to Kajabi?
You can connect Float and Kajabi in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom sequences with apps like Slack, Stripe, and Google Sheets.
Can I automatically create Float tasks from new Kajabi form submissions?
Can I connect Float, Kajabi, and Slack?
What is a good Zapier alternative for Float and Kajabi?
How are new purchases in Kajabi handled in Float?
Can I trigger actions when a Kajabi offer is created?
Do I need coding skills to automate Float and Kajabi?
Is the Float and Kajabi integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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