Kajabi + Sharepoint Integration

Integrate Kajabi to Sharepoint in one click, or tell Integrately AI how you want each purchase handled. Track customer orders, create list items, store files, and update your records 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
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready WorkflowsReady Workflows ย  for Kajabi + Sharepoint Integration

Track purchases, create list items, organise files, update records, and manage your content, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Kajabi + Sharepoint flow

Send purchase details to messaging channels, update customer lists, and trigger multi-step team operations. Pick a combination and activate it in one click.

Kajabi
Sharepoint
+
Microsoft TeamsMicrosoft Teams (6)
+
ZoomZoom (5)
+
StripeStripe (5)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
Google DriveGoogle Drive (5)
K
S
M
Add every new Kajabi purchase to your Sharepoint list, and notify your team in Microsoft Teams
New Kajabi purchases appear in your Sharepoint list instantly and your team hears about it in Microsoft Teams, eliminating manual copy-pasting.
K
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Log every Kajabi form submission in Sharepoint, and post a channel update in Microsoft Teams
Capture form submissions directly into Sharepoint and alert your team in Microsoft Teams without lifting a finger.
K
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When a new Kajabi offer is created, create a folder in Sharepoint and announce it in Microsoft Teams
Set up new course offers with dedicated Sharepoint folders and inform your team in Microsoft Teams instantly.
K
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If a Kajabi purchase includes a VIP tag, create a priority Sharepoint list item and alert Microsoft Teams
Route high-value Kajabi purchases to priority Sharepoint lists and notify management in Microsoft Teams.
K
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Use Claude to summarize Kajabi form submissions, save them in Sharepoint, and post in Microsoft Teams
Analyze Kajabi form responses with Claude, store summaries in Sharepoint, and brief your team in Microsoft Teams.
K
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When a Sharepoint file is created in a folder, log it in Kajabi customer records and notify Microsoft Teams
Track newly uploaded Sharepoint documents against Kajabi user accounts and announce updates in Microsoft Teams.

Supported triggers and actions for Kajabi and Sharepoint

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
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
Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
Try it โ†’
Folder is created in Sharepoint
Triggers the automation when a new folder is created
Try it โ†’
Search site in Sharepoint
Try it โ†’
Create list item in Sharepoint
Adds a new item to a list
Try it โ†’
Create list in Sharepoint
Generates a new list
Try it โ†’
Create folder in Sharepoint
Creates a new folder in the designated location
Try it โ†’
Search folder by name in Sharepoint
Searches for a folder by its name
Try it โ†’
Upload file in Sharepoint
Uploads a file to the particular location
Try it โ†’
Search file by name in Sharepoint
Find files based on their names
Try it โ†’
Download file in Sharepoint
Download files to a location
Try it โ†’
Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it โ†’

What can you automate with Kajabi + Sharepoint?

Streamline your content delivery by syncing Kajabi purchases and form submissions directly into secure Sharepoint lists and folders automatically.

What you can automate?
๐Ÿงพ
Sync Kajabi purchases to Sharepoint lists automatically
Capture every new Kajabi purchase and create a corresponding list item in Sharepoint instantly. Eliminate manual data entry and keep your records perfectly aligned.
๐Ÿ“‹
Capture every form submission field in Sharepoint
Map all available details from your Kajabi form submissions into separate Sharepoint list columns. Your stored records become a comprehensive resource for team review.
๐Ÿ””
Alert your team upon new member registration
Trigger instant notifications or list updates the moment a member registers on Kajabi. Ensure your operations staff can initiate onboarding without delay.
๐Ÿ”€
Route submissions based on form answers
Create specific Sharepoint folders or list items depending on the tags or offers selected in Kajabi. Direct customer data to the exact directory where it belongs.
๐Ÿ”„
Keep Sharepoint records current as purchases update
Update existing Sharepoint list items whenever customer tags or course purchases change in Kajabi. Maintain accurate, up-to-date documentation across your workspace.
๐Ÿ›ก๏ธ
Prevent duplicate records in your document storage
Search existing site files or list items before creating new entries in Sharepoint. Consolidate Kajabi customer data cleanly without cluttering your system.
๐Ÿ“ฆ
Manage member status transitions and file access
Update Sharepoint folders or list items when a Kajabi offer status changes or a purchase is refunded. Keep your operational files aligned with customer membership states.
๐Ÿ”—
Connect Kajabi and Sharepoint data to Slack
Send automated purchase notifications to your team channel in Slack whenever a new Kajabi purchase creates a Sharepoint list item. Extend your workflow across your favorite tools.
And much more...

Who is Kajabi + Sharepoint integration for?

Connecting Kajabi and Sharepoint helps course creators, sales managers, and operations teams manage course enrollments, customer submissions, and files without manual data entry.

Business analysts and data managers
Business analysts and data managers
Customer support leads
Customer support leads
Client account managers
Client account managers
High-volume course administrators
High-volume course administrators
Operations and fulfillment staff
Operations and fulfillment staff
Compliance and audit officers
Compliance and audit officers
๐Ÿ“ˆ
Business analysts and data managers
You're tracking course purchases and form submissions manually in spreadsheets, but your Sharepoint lists only update when someone exports data, so the metrics you review are always a few hours behind โ€” with this integration, every new Kajabi purchase lands in your Sharepoint list instantly and your reporting stays current.
โšก
Customer support leads
You need to provision resources as soon as a member joins, but you only discover new Kajabi purchases when checking reports hours later, leaving customers waiting โ€” with this integration, every new purchase creates a Sharepoint list item instantly and lets your team act without delay.
๐Ÿค
Client account managers
You share project updates with stakeholders based on Kajabi course signups, but assembling records by hand leads to missed entries and awkward follow-up questions โ€” with this integration, every form submission populates your Sharepoint files automatically and keeps records transparent.
๐Ÿ“Š
High-volume course administrators
Your marketing generates hundreds of daily Kajabi lead form submissions, and your team cannot keep pace with copying data into Sharepoint folders โ€” with this integration, every submission is logged and stored instantly, eliminating manual backlog entirely.
โš™๏ธ
Operations and fulfillment staff
You depend on marketers to forward Kajabi purchase details before you can set up client assets in Sharepoint, causing frustrating workflow bottlenecks โ€” with this integration, every purchase creates the necessary list item or folder automatically so you can start right away.
๐Ÿ”’
Compliance and audit officers
You require a complete audit trail of every Kajabi member sign-up and purchase, but manual record-keeping results in missing entries across your storage drives โ€” with this integration, every transaction and submission is captured reliably in Sharepoint for a complete history.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Kajabi + Sharepoint

Build and manage your Kajabi + Sharepoint 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 + Sharepoint 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kajabi to Sharepoint?
Frequently Asked Questions
You can connect Kajabi to Sharepoint in just a few clicks using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build your workflow. You can also connect other apps like Microsoft Teams, Slack, and Google Drive effortlessly.
Can I automatically create a Sharepoint list item when a Kajabi purchase is made?
Frequently Asked Questions
Can I connect Kajabi, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Sharepoint?
Frequently Asked Questions
How do Kajabi form submissions trigger Sharepoint updates?
Frequently Asked Questions
How are Sharepoint files and folders created through Kajabi triggers?
Frequently Asked Questions
Can I automate Kajabi and Sharepoint workflows without writing code?
Frequently Asked Questions
Is the Kajabi and Sharepoint integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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