Lexware + Kajabi Integration

Integrate Kajabi to Lexware in one click, or tell Integrately AI how you want each purchase handled. Record purchases as invoices, update contacts, track revenue, and notify your finance team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
  • 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.
  • Lexware
    Create contact in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware

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Ready Workflows Ready Workflows for Kajabi + Lexware Integration

Create invoices from purchases, update contact records, log transaction details, and notify your finance team, all in just one click.

Most popular automationmost-popular-automations
Kajabi + Lexware Integration

Create Lexware contact for new Kajabi offer

When a new Kajabi offer is placed, it's important to create a Lexware contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Lexware contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Lexware contact for every Kajabi offer, you can maximize your chances of success with each customer.
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  • 1of1
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Connect more apps to your Kajabi + Lexware flow

Extend your financial workflows by connecting marketing tools, communication channels, and spreadsheets to your core automation. Pick a combination and activate it in one click.

Lexware
Kajabi
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
K
L
S
When a purchase is created in Kajabi, create a Lexware invoice and create a customer in Stripe.
Every new Kajabi purchase instantly creates a Lexware invoice and a new customer profile in Stripe, removing manual data entry across your billing tools.
K
L
S
When a form submission is added in Kajabi, search contact in Lexware and create a payment link in Stripe.
New Kajabi form submissions trigger a Lexware contact search and generate a Stripe payment link, streamlining your checkout workflow.
K
L
S
If a Kajabi purchase exceeds a set amount, create a Lexware quotation and create a high-value customer in Stripe.
High-value Kajabi purchases route directly to Lexware for a custom quotation while setting up a priority Stripe customer profile.
K
L
S
C
Use ChatGPT to summarise every new Kajabi purchase, create a Lexware invoice, and create a customer in Stripe.
ChatGPT extracts and summarises Kajabi purchase details before generating a Lexware invoice and a Stripe customer profile.

Supported triggers and actions for Lexware and Kajabi

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it โ†’
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it โ†’
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it โ†’
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it โ†’
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it โ†’
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it โ†’
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it โ†’
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it โ†’
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it โ†’
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it โ†’
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it โ†’
Create contact in Lexware
Adds a new contact to the database
Try it โ†’
Get invoice by ID in Lexware
Generates a new invoice
Try it โ†’
Update contact in Lexware
Updates contact information with new details
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Search contact in Lexware
Finds and retrieves contact information
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Create delivery note in Lexware
Creates a new delivery note
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Create a quotation in Lexware
Creates a new workspace
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Create confirmation order in Lexware
Creates a confirmation order
Try it โ†’
Search article by number in Lexware
Retrieves information about a specific article
Try it โ†’
Update article in Lexware
Modifies an existing article
Try it โ†’
Search contact by name in Lexware
Try it โ†’
Create an invoice in Lexware
Generates a new invoice
Try it โ†’
Create a voucher in Lexware
Generates unique voucher codes
Try it โ†’
Create a credit note in Lexware
Creates a new credit note
Try it โ†’
Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it โ†’
Create article in Lexware
Adds a new article to the database
Try it โ†’
Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
Try it โ†’
Offer is created in Kajabi
Triggers the automation when a new offer is added
Try it โ†’
Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
Try it โ†’
Site is created in Kajabi
Triggers the automation when a new site is created
Try it โ†’
Tag is created in Kajabi
Triggers the automation when a tag is added
Try it โ†’
Form is created in Kajabi
Triggers the automation when a new form is created
Try it โ†’
No action is available

What can you automate with Kajabi + Lexware?

Streamline your digital sales and accounting operations with automated workflows that connect Kajabi and Lexware effortlessly.

What you can automate?
๐Ÿงพ
Create Lexware invoices from Kajabi purchases automatically
Generate an invoice in Lexware the moment a purchase is created in Kajabi, eliminating manual data entry between your sales platform and accounting software.
๐Ÿ“
Capture every submitted form field in your records
Map detailed form submissions from Kajabi into Lexware contact fields instead of just basic names, ensuring your client profiles contain complete information.
๐Ÿ””
Alert your finance team when new sales arrive
Send instant notifications to your accounting department whenever a new purchase or subscription is processed in Kajabi and logged in Lexware.
๐Ÿ”€
Route quotations based on purchase amounts
If a Kajabi purchase meets specific value criteria, generate a formal Lexware quotation; otherwise, create a direct standard invoice.
๐Ÿ”„
Update existing contact details as records change
Keep your Lexware contact database synchronised by automatically updating customer records whenever changes occur in Kajabi.
๐Ÿ‘ฅ
Search and update contacts to prevent duplicates
Check if a contact already exists in Lexware before creating a new entry, ensuring your database remains clean and free of duplicate profiles.
๐Ÿ’ณ
Manage credit notes and refunds seamlessly
When a purchase status changes or a refund is requested, automatically generate a corresponding credit note in Lexware.
๐Ÿ“Š
Log transaction data in Google Sheets instantly
Extend your Kajabi and Lexware workflow by automatically adding a new spreadsheet row in Google Sheets for every completed sale.
And much more...

Who is Kajabi + Lexware integration for?

Course creators, digital marketers, and small business owners streamline billing and accounting when managing digital sales through Kajabi and Lexware.

Course creators and educators
Course creators and educators
Membership site owners
Membership site owners
Business accountants and bookkeepers
Business accountants and bookkeepers
Digital marketing agencies
Digital marketing agencies
Sales operations managers
Sales operations managers
Finance directors
Finance directors
๐Ÿ“ˆ
Course creators and educators
You're selling courses and managing student enrollments every day, but your accounting records only update when someone manually exports sales reports, so the revenue counts you're reviewing are always a few hours behind โ€” this integration means every new purchase creates an invoice instantly and your financial data stays current.
โšก
Membership site owners
You need to track new member signups and billings fast, but payment details get lost between platforms and your accounts, so you find out about billing errors too late โ€” automating both apps means every subscriber is recorded immediately and your revenue streams remain accurate.
๐Ÿ“‹
Business accountants and bookkeepers
You answer to stakeholders who want to see real-time financial progress across digital sales channels, but manual data entry leaves gaps in your ledger, so reporting day is always stressful โ€” with this integration, every transaction populates your accounting software automatically and your books stay balanced.
๐Ÿš€
Digital marketing agencies
The volume of course sales and client leads is too high for anyone to keep up by hand, leading to missed billing entries and invoicing delays, so cash flow suffers โ€” this integration means every order generates an invoice right away and administrative overhead disappears.
๐Ÿ’ผ
Sales operations managers
You own the onboarding pipeline and depend on upstream digital purchases to hand over client details to finance, but manual handoffs cause frustrating bottlenecks, so deals stall โ€” automating both apps means customer records sync instantly and your team starts fulfillment without delay.
๐Ÿ”
Finance directors
You need a reliable audit history for tax and compliance, but disjointed customer submissions keep leaving gaps in your transaction records, so reconciliation takes hours โ€” with this integration, every submission and purchase is logged reliably and your audit trail remains complete.
Our team

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Why choose Integrately to automate Lexware + Kajabi

Build and manage your Lexware + 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 Lexware + 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 โ€” 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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2
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Frequently Asked Questions

How do I connect Kajabi to Lexware?
Frequently Asked Questions
Connecting Kajabi to Lexware is simple and takes just one click on Integrately. You can set up ready workflows that turn purchases into invoices instantly, or use Integrately AI to build custom multi-step automations with tools like Slack and Google Sheets.
Can I automatically create Lexware invoices from Kajabi purchases?
Frequently Asked Questions
Can I connect Kajabi, Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Lexware?
Frequently Asked Questions
How does Lexware handle contact updates from Kajabi?
Frequently Asked Questions
Can I track Kajabi form submissions in Lexware?
Frequently Asked Questions
Do I need coding skills to automate Kajabi and Lexware?
Frequently Asked Questions
Is the Kajabi and Lexware integration free?
Frequently Asked Questions
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You Can Also Connect Kajabi or Lexware With 1500+ Other Apps

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Lexware
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