Kajabi + Teamwork Integration

Integrate Kajabi to Teamwork in one click, or tell Integrately AI how you want each purchase handled. Track new buyer accounts, create project tasks, assign team members, and log client details automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Teamwork
    Task is created in Teamwork Instant
  • Teamwork
    Task is updated in Teamwork Instant
  • Teamwork
    Task is deleted in Teamwork Instant
  • Teamwork
    Project is created in Teamwork Instant
  • Teamwork
    Project is updated in Teamwork Instant
  • Teamwork
    Project is deleted in Teamwork Instant
  • Teamwork
    Card is created in Teamwork Instant
  • Teamwork
    Task List is created in Teamwork Instant
  • Teamwork
    Risk is created in Teamwork Instant
  • Teamwork
    Message reply is created in Teamwork Instant
  • Teamwork
    Calendar event is created in Teamwork Instant
  • Teamwork
    Calendar event reminder is sent in Teamwork Instant
  • Teamwork
    Person is created in Teamwork Instant
  • Teamwork
    Time entry is created in Teamwork Instant
  • Teamwork
    Message is created in Teamwork Instant
  • Teamwork
    Milestone is created in Teamwork Instant
  • Teamwork
    Notebook is created in Teamwork Instant
  • Teamwork
    Invoice is created in Teamwork Instant
  • Teamwork
    Company is created in Teamwork Instant
  • Teamwork
    Status is created in Teamwork Instant
  • Teamwork
    Expense is created in Teamwork Instant
  • Teamwork
    Column is created in Teamwork Instant
  • Teamwork
    Comment is created in Teamwork Instant
  • Teamwork
    Link is created in Teamwork Instant
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2.
  • Teamwork
    Create Task in Teamwork
  • Teamwork
    Search task in Teamwork
  • Teamwork
    Mark task complete in Teamwork
  • Teamwork
    Update task in Teamwork
  • Teamwork
    Create task comment in Teamwork
  • Teamwork
    Create project category in Teamwork
  • Teamwork
    Move board card in Teamwork
  • Teamwork
    Create message category in Teamwork
  • Teamwork
    Create message reply in Teamwork
  • Teamwork
    Create board column in Teamwork
  • Teamwork
    Create calendar event type in Teamwork
  • Teamwork
    Create link category in Teamwork
  • Teamwork
    Create notebook category in Teamwork
  • Teamwork
    Create notebook in Teamwork
  • Teamwork
    Create notebook comment in Teamwork
  • Teamwork
    Move task list from template in Teamwork
  • Teamwork
    Add task list from template in Teamwork
  • Teamwork
    Search notebook in Teamwork
  • Teamwork
    Search Task comment in Teamwork
  • Teamwork
    Search file comment in Teamwork
  • Teamwork
    Search notebook comment in Teamwork
  • Teamwork
    Search milestone comment in Teamwork
  • Teamwork
    Create file category in Teamwork
  • Teamwork
    Create company in Teamwork
  • Teamwork
    Search company in Teamwork
  • Teamwork
    Create calendar event in Teamwork
  • Teamwork
    Search event in Teamwork
  • Teamwork
    Create person in Teamwork
  • Teamwork
    Add people to project in Teamwork
  • Teamwork
    Search person in Teamwork
  • Teamwork
    Create project in Teamwork
  • Teamwork
    Search project in Teamwork
  • Teamwork
    Create time entry on project in Teamwork
  • Teamwork
    Create time entry on task in Teamwork
  • Teamwork
    Create message in Teamwork
  • Teamwork
    Search message in Teamwork
  • Teamwork
    Create status in Teamwork
  • Teamwork
    Upload file to project in Teamwork
  • Teamwork
    Search file in Teamwork
  • Teamwork
    Create expense in Teamwork
  • Teamwork
    Create milestone in Teamwork
  • Teamwork
    Create milestone comment in Teamwork
  • Teamwork
    Search milestone in Teamwork
  • Teamwork
    Create task list in Teamwork
  • Teamwork
    Search task list in Teamwork
  • Teamwork
    Create invoice in Teamwork
  • Teamwork
    Create link in Teamwork
  • Teamwork
    Create link comment in Teamwork
  • Teamwork
    Search link in Teamwork

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Ready Workflows Ready Workflows for Kajabi + Teamwork Integration

Create project tasks from purchases, set up customer companies, notify your team, and log time entries, all in just one click.

Most popular automationmost-popular-automations
Kajabi + Teamwork Integration

Create Teamwork task for new Kajabi offer

To stay on top of the new Kajabi offers, task creation in Teamwork is essential. For example, entering Kajabi offers into inventory systems and keeping track of customers' shipping expectations can help streamline productivity. Additionally, setting up robust processes to ensure the timely delivery of goods and accurate offer processing will keep customers satisfied.

With an organized system in place for managing Kajabi offers, businesses will have an easier time reaching success. Finally, businesses must also stay up-to-date on trends and consumer behavior. By understanding customer interests and needs, project managers can better determine the resources necessary to meet their expectations.

This deepened level of insight will help ensure that businesses are providing customers with the best possible shopping experience. With these strategies in place, businesses will be well-equipped to manage their Kajabi offers and stay competitive.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Kajabi + Teamwork flow

Turn new Kajabi purchases into managed client projects while keeping billing and team channels updated. Pick a combination and activate it in one click.

Kajabi
Teamwork
+
StripeStripe (4)
+
ZoomZoom (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
Google DriveGoogle Drive (3)
+
Google CalendarGoogle Calendar (3)
K
T
S
Create a Teamwork task for every new Kajabi purchase, and set up a customer in Stripe.
New Kajabi purchases trigger a Teamwork task and create a matching customer profile in Stripe instantly.
K
T
S
When a Kajabi purchase is completed, create an invoice in Teamwork and record the payment in Stripe.
Log client purchases as invoices in Teamwork and track payment collection in Stripe without manual data copying.
K
T
S
If a Kajabi form submission has a VIP tag, create a priority task in Teamwork and update the customer in Stripe.
Route VIP signups from Kajabi into Teamwork tasks and update your billing records in Stripe accordingly.
K
T
S
Use ChatGPT to analyse Kajabi purchase notes, create a tailored task in Teamwork, and log the subscription in Stripe.
Extract custom requirements from Kajabi orders using ChatGPT to build detailed Teamwork tasks and record Stripe data.

Supported triggers and actions for Kajabi and Teamwork

Mix and match to build the exact automation you need

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
Teamwork
Teamwork Triggers & Actions
Instant
Task is created in Teamwork
Triggers the automation when a new task is added
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Instant
Task is updated in Teamwork
Triggers the automation when any task is modified
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Instant
Task is deleted in Teamwork
Triggers the automation when any task is deleted
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Instant
Project is created in Teamwork
Triggers the automation when a new project is created
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Instant
Project is updated in Teamwork
Triggers the automation when a project is updated
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Instant
Project is deleted in Teamwork
Triggers the automation when a project is deleted
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Instant
Card is created in Teamwork
Triggers the automation when a new card is created
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Instant
Task List is created in Teamwork
Triggers the automation when a new task list is created
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Instant
Risk is created in Teamwork
Triggers the automation when a risk is created
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Instant
Message reply is created in Teamwork
Triggers the automation when a message is replied to
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Instant
Calendar event is created in Teamwork
Triggers the automation when a new event is created in a calendar
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Instant
Calendar event reminder is sent in Teamwork
Triggers the automation when a reminder is sent for the upcoming calendar event
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Instant
Person is created in Teamwork
Triggers the automation when a new person is created
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Instant
Time entry is created in Teamwork
Triggers the automation when a new time entry is created
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Instant
Message is created in Teamwork
Triggers the automation when a new message is created
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Instant
Milestone is created in Teamwork
Triggers the automation when a new milestone is created
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Instant
Notebook is created in Teamwork
Triggers the automation when a new notebook is created
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Instant
Invoice is created in Teamwork
Triggers the automation when a new invoice is added
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Instant
Company is created in Teamwork
Triggers the automation when a new company is created
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Instant
Status is created in Teamwork
Triggers the automation when a new status is created
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Instant
Expense is created in Teamwork
Triggers the automation when a new expense is added
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Instant
Column is created in Teamwork
Triggers the automation when a new event or workout session is scheduled
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Instant
Comment is created in Teamwork
Triggers the automation when a comment is added
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Instant
Link is created in Teamwork
Triggers the automation when a new link is added
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Create Task in Teamwork
Creates a new task
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Search task in Teamwork
Searches for a task
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Mark task complete in Teamwork
Marks the task as completed
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Update task in Teamwork
Updates the task with new information or changes
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Create task comment in Teamwork
Adds comment to a task
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Create project category in Teamwork
Creates a new project category
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Move board card in Teamwork
Relocates a particular card within a project board
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Create message category in Teamwork
Creates a new message category
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Create message reply in Teamwork
Generates a reply message
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Create board column in Teamwork
Sets up a new column in the board layout
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Create calendar event type in Teamwork
Adds a new event type in the particular calendar
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Create link category in Teamwork
Organize and categorize related links
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Create notebook category in Teamwork
Creates a new notebook category
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Create notebook in Teamwork
Generates a new notebook to organize information
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Create notebook comment in Teamwork
Creates a new comment in a notebook
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Move task list from template in Teamwork
Transfer selected tasks from a template to the corresponding task list
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Add task list from template in Teamwork
Generates a task list based on a pre-existing template
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Search notebook in Teamwork
Searches for a notebook
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Search Task comment in Teamwork
Searches for a task comment
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Search file comment in Teamwork
Searches and retrieve comments from a file
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Search notebook comment in Teamwork
Searches for a notebook comment
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Search milestone comment in Teamwork
Searches for a milestone comment
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Create file category in Teamwork
Generates a new file category based on predetermined criteria
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Create company in Teamwork
Generates a new company profile with given details
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Search company in Teamwork
Finds information about a company
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Create calendar event in Teamwork
Adds a new event to the calendar
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Search event in Teamwork
Conduct a search for events based on particular criteria
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Create person in Teamwork
Generates a new person
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Add people to project in Teamwork
Populate project members based on predefined criteria
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Search person in Teamwork
Retrieves information about a person
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Create project in Teamwork
Creates a new project
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Search project in Teamwork
Searches for a project
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Create time entry on project in Teamwork
Log time spent on a project
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Create time entry on task in Teamwork
Logs the time spent on a task
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Create message in Teamwork
Generates a new message
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Search message in Teamwork
Searches for a message
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Create status in Teamwork
Generates a new status update
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Upload file to project in Teamwork
Transfer files to the designated project folder
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Search file in Teamwork
Searches for a file
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Create expense in Teamwork
Generates a new expense record
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Create milestone in Teamwork
Creates a milestone to track progress
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Create milestone comment in Teamwork
Adds a new comment to a milestone
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Search milestone in Teamwork
Searches for a milestone
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Create task list in Teamwork
Creates a new task list
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Search task list in Teamwork
Searches for a task list
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Create invoice in Teamwork
Generates invoices for sales transactions
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Create link in Teamwork
Generates a new link that redirects to a destination
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Create link comment in Teamwork
Adds a new comment to a link
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Search link in Teamwork
Searches for a link
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What can you automate with Kajabi + Teamwork?

Streamline your digital product delivery by connecting Kajabi customer events directly to your Teamwork project boards.

What you can automate?
🎯
Create project tasks from new Kajabi purchases
Automatically open a new task in Teamwork the moment a customer completes a checkout or purchase in Kajabi. Your fulfillment team can begin onboarding immediately.
📋
Capture every submitted Kajabi form field
Map custom form submissions and questionnaire answers directly into Teamwork task descriptions and custom fields so your team has all context.
🔔
Notify responsible team members instantly
Trigger instant team notifications and task assignments in Teamwork whenever a new student registers or submits a milestone in Kajabi.
🔀
Route tasks based on submitted tags
Evaluate specific tags or course selections in Kajabi to assign tasks to different Teamwork project boards and department teams.
🔄
Keep project records updated continuously
Ensure project tasks and customer notes in Teamwork reflect the latest changes and updates occurring across your Kajabi site.
🔍
Prevent duplicates with smart search
Search existing Teamwork projects and tasks before creating new records, ensuring clean data management without duplicate entries.
📌
Handle status updates and milestone changes
Update task stages, project statuses, or milestones in Teamwork automatically in response to student actions and triggers in Kajabi.
🌐
Extend workflows with connected apps
Connect Kajabi and Teamwork with Slack, Google Drive, or Stripe to build multi-app pipelines that handle messaging, billing, and storage.
And much more...

Who is Kajabi + Teamwork integration for?

Course creators, agency owners, and client service teams relying on Kajabi and Teamwork eliminate manual data transfer to keep projects aligned with student activity.

Project Analysts
Project Analysts
Operations Managers
Operations Managers
Client Success Leads
Client Success Leads
Course Coordinators
Course Coordinators
Implementation Specialists
Implementation Specialists
Finance & Audit Teams
Finance & Audit Teams
📊
Project Analysts
You track course signups in Kajabi to gauge launch momentum, but your reporting sheets only update after manual exports, leaving your team reviewing yesterday's numbers — with this integration, every new purchase updates your project metrics instantly.
Operations Managers
You manage student onboarding tasks in Teamwork after a Kajabi purchase, but delays in handoffs leave new buyers waiting hours for access setup — automating both apps means every purchase creates a Teamwork task the moment checkout completes.
🤝
Client Success Leads
You report onboarding milestones to stakeholders based on Kajabi membership activity, but missing status updates lead to awkward client review calls — connecting these apps means every student milestone and project update syncs automatically.
📈
Course Coordinators
You handle hundreds of form submissions and purchases during peak Kajabi launches, but manual task creation causes backlogs in Teamwork — automating both apps means high-volume student signups never overwhelm your team's workflow.
👥
Implementation Specialists
You depend on sales notifications from Kajabi to start client onboarding, but missed emails cause costly delays before work begins — this integration means your Teamwork task board updates the second a customer buys.
🗂️
Finance & Audit Teams
You reconcile course revenue in Kajabi against delivery projects in Teamwork, but manual record-keeping leaves gaps in your audit history — automating both apps means every transaction maps cleanly to its corresponding project record.
Our team

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Why choose Integrately to automate Kajabi + Teamwork

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

1,500+ apps connected
1,500+ apps connected
Connect Kajabi + Teamwork 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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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Kajabi to Teamwork?
Frequently Asked Questions
You can connect Kajabi to Teamwork in 1 click using Integrately. Choose from our ready-made workflows or ask Integrately AI to build a custom automation matching your exact requirements.
Can I automatically create Teamwork tasks from Kajabi purchases?
Frequently Asked Questions
Can I connect Kajabi, Teamwork, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Teamwork?
Frequently Asked Questions
How does Kajabi handle form submissions in this integration?
Frequently Asked Questions
Can Teamwork tasks be updated when tags are created in Kajabi?
Frequently Asked Questions
Do I need coding skills to automate Kajabi and Teamwork?
Frequently Asked Questions
Is the Kajabi and Teamwork integration free?
Frequently Asked Questions
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You Can Also Connect Kajabi or Teamwork With 1500+ Other Apps

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