bexio + Kajabi Integration

Integrate bexio to Kajabi in one click, or tell Integrately AI how you want each customer handled. Create customer accounts, issue invoices, track sales orders, and keep your financial records updated automatically.

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1.
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
  • 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
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2.
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio

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Ready Workflows Ready Workflows for bexio + Kajabi Integration

Create bexio contacts from Kajabi purchases, issue matching invoices, track project time, and update customer details, all in just one click.

Most popular automationmost-popular-automations
Kajabi + bexio Integration

Create bexio invoice for new Kajabi offer

As soon as you receive a new Kajabi offer, you need to generate a corresponding invoice so that you can get paid. With this Kajabi - bexio integration, a new invoice will be created in your bexio software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Kajabi offer.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Kajabi + bexio Integration

Create bexio contact from new Kajabi offer

As an online store owner, you're likely using Kajabi to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Kajabi with bexio? This integration will allow you to automatically create a contact for each new offer in bexio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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  • 1of1
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Connect more apps to your bexio + Kajabi flow

Connect payment processing, email marketing, and team communication tools to extend your bexio and Kajabi workflows. Pick a combination and activate it in one click.

bexio
Kajabi
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
ZoomZoom (3)
+
CalendlyCalendly (3)
+
Google DriveGoogle Drive (3)
K
B
S
Create a bexio invoice for every Kajabi purchase, and add a customer record in Stripe.
Kajabi purchases generate bexio invoices and Stripe customer profiles instantly, removing manual billing steps.
S
B
K
When a Stripe payment succeeds, create a person in bexio and update the customer tag in Kajabi.
Successful Stripe payments update your bexio contacts and Kajabi tags automatically.
S
B
S
If a Stripe charge fails, update the invoice in bexio and notify your finance team.
Failed payments in Stripe immediately update bexio invoicing records and alert your billing department.

Supported triggers and actions for bexio and Kajabi

Mix and match to build the exact automation you need

bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
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Person is created or updated in bexio
Triggers the automation when a person is created or updated
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Invoice is created in bexio
Triggers the automation when any invoice is added or modified
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Order is created in bexio
Triggers the automation when a new order is created
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Quote is created in bexio
Triggers the automation when a new quote is created
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Product is created in bexio
Triggers the automation when a new product is created
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Project is created in bexio
Triggers the automation when a new project is created
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Company is created or updated in bexio
Triggers the automation when a company is created or updated
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Create time tracking in bexio
Creates a new time tracking entry
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Create invoice in bexio
Generates invoices for sales transactions
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Send invoice in bexio
Generates and send invoices to clients
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Search invoice in bexio
Locates and retrieves invoices with
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Issue invoice in bexio
Generates and send invoices to clients
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Create person in bexio
Generates a new person
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Search person in bexio
Retrieves information about a person
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Update person in bexio
Updates the information of a person
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Create project in bexio
Creates a new project
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Search project in bexio
Searches for a project
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Get project by ID in bexio
Retrieves project information using the project id
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Update project in bexio
Updates project information
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Create company in bexio
Generates a new company profile with given details
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Search company in bexio
Finds information about a company
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Update company in bexio
Updates company information
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Update product in bexio
Updates product information
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Create product in bexio
Generates and launch new products
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Search product in bexio
Searches for a product
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Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
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Create sales quote in bexio
Generates a new sales quote
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Create sales order in bexio
Generates a new sales order with pre-filled details
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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 bexio + Kajabi?

Streamline your digital course business by connecting student purchases and form submissions directly to your accounting and invoicing workflows.

What you can automate?
๐Ÿงพ
Create bexio invoices and contacts automatically from Kajabi purchases
Every time a customer completes a purchase or form submission in Kajabi, the details flow directly into bexio to create persons, invoices, or sales orders without manual copy-pasting.
๐Ÿ“
Capture every submitted form field and custom answer
Map all available Kajabi form answers and customer details into bexio projects, companies, or custom notes so your records contain complete data.
๐Ÿ””
Alert your team instantly when a new sale occurs
Notify your finance or sales team the moment a new Kajabi purchase is created, ensuring quick follow-up and prompt customer onboarding.
๐Ÿ”€
Route transactions differently based on the purchased offer
If a Kajabi purchase matches a specific membership tier, create a custom invoice in bexio; otherwise, generate a standard sales receipt.
๐Ÿ”„
Keep customer profiles updated across both platforms
Whenever student details or contact info are modified in Kajabi, automatically update the matching person or company record in bexio.
๐Ÿ”
Search and update existing records to prevent duplicates
Instead of blindly creating new customer profiles, search bexio for existing contacts or companies and update them with new Kajabi purchase data.
๐Ÿ“ˆ
Handle later financial status changes and project milestones
When an order or project reaches a new milestone, update bexio project statuses or issue final invoices automatically.
๐Ÿ”Œ
Extend your sales workflow with Stripe or HubSpot
Connect your bexio and Kajabi core flow to Stripe, HubSpot, or Mailchimp to handle payments, email marketing, and CRM updates in a single automated pipeline.
And much more...

Who is bexio + Kajabi integration for?

Connecting bexio and Kajabi lets course creators, membership owners, and digital businesses eliminate manual data entry, streamline financial tracking, and keep customer records perfectly synced.

Finance Managers
Finance Managers
Sales Teams
Sales Teams
Client Success Leads
Client Success Leads
Course Administrators
Course Administrators
Operations Leads
Operations Leads
Accounting Teams
Accounting Teams
๐Ÿ“ˆ
Finance Managers
You review financial reports in bexio but course sales happen in Kajabi, so your revenue figures are always missing the latest transactions โ€” with this integration, every new purchase updates your financial records instantly and your reports stay accurate.
โšก
Sales Teams
You manage customer accounts in bexio and need to follow up immediately after a course signup, but notifications are delayed โ€” this integration means every new Kajabi purchase creates a bexio person instantly so you can reach out right away.
๐Ÿค
Client Success Leads
You share customer onboarding status with clients, but checking Kajabi enrollments and bexio invoices separately leaves gaps in your updates โ€” this integration means every membership purchase is tracked immediately across your systems so stakeholders always see current progress.
๐Ÿ”„
Course Administrators
You handle hundreds of new student registrations in Kajabi and manual account creation in bexio takes hours, causing major backlogs โ€” automating both apps means every student submission is processed instantly without manual typing.
๐Ÿ“‹
Operations Leads
You rely on student purchase data from Kajabi to set up billing in bexio, but manual handoffs cause missed invoices and delayed billing โ€” with this integration, every new offer creation triggers the correct financial workflow automatically.
๐Ÿ”
Accounting Teams
You audit financial records in bexio and keep finding missing customer profiles from Kajabi course sales due to manual entry errors โ€” this integration means every purchase creates a verified profile and invoice automatically, leaving zero gaps.
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 bexio + Kajabi

Build and manage your bexio + 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 bexio + 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?

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2
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Automation is ready
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Frequently Asked Questions

How do I connect bexio to Kajabi?
Frequently Asked Questions
You can connect bexio to Kajabi in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Stripe, Mailchimp, and HubSpot.
Can I automatically create bexio invoices from Kajabi purchases?
Frequently Asked Questions
Can I connect bexio, Kajabi, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Kajabi?
Frequently Asked Questions
How does bexio handle new contact and person creation during sync?
Frequently Asked Questions
What Kajabi triggers can start an automation in bexio?
Frequently Asked Questions
Do I need coding skills to set up bexio and Kajabi integrations?
Frequently Asked Questions
Is the bexio and Kajabi integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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