Kajabi + Square Integration

Integrate Kajabi to Square in one click, or tell Integrately AI how you want each submission handled. Capture form submissions, create customer profiles in Square, update your records, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready WorkflowsReady Workflows   for Kajabi + Square Integration

Capture Kajabi form submissions, create Square customers, update payments, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Kajabi + Square flow

Send details to your CRM, log records in spreadsheets, and notify your team instantly across your stack. Pick a combination and activate it in one click.

Kajabi
Square
+
MailchimpMailchimp (8)
+
Google SheetsGoogle Sheets (8)
+
ZoomZoom (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
NotionNotion (8)
K
M
S
Add each new Kajabi form submission to your Mailchimp audience, and create a customer in Square.
Form submissions land in Mailchimp and Square simultaneously, keeping your mailing list and customer database fully aligned.
K
M
S
Send a Mailchimp welcome email whenever a Kajabi purchase is created, and create a customer in Square.
New buyers receive an immediate email in Mailchimp while a customer profile is created in Square without manual effort.
K
M
S
When a Kajabi offer is created, add the subscriber in Mailchimp and create a paid order in Square.
New offers trigger subscriber creation in Mailchimp and record a paid order in Square automatically.
S
M
K
Create a Mailchimp subscriber for every new Square customer, and add a tag in Kajabi.
Square customers are automatically added to your Mailchimp audience and tagged in Kajabi for targeted messaging.
K
M
S
If a Kajabi purchase is created, add the contact to Mailchimp and update the customer in Square.
Purchases update your Mailchimp audience and refresh existing Square customer records automatically.
S
M
K
When a Square payment is successful, add the buyer to Mailchimp and create an offer in Kajabi.
Successful payments register new subscribers in Mailchimp and set up access offers in Kajabi instantly.
K
M
S
Use ChatGPT to summarise new Kajabi form submissions, add the subscriber in Mailchimp, and create a customer in Square.
AI summarises form submissions before adding contacts to Mailchimp and creating customer records in Square.
K
M
S
G
When a Kajabi purchase is created, add the subscriber in Mailchimp, create a customer in Square, and log it in Google Sheets.
Purchases update Mailchimp, set up Square customer profiles, and log detailed rows in Google Sheets.

Supported triggers and actions for Kajabi and Square

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
Try it →
Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
Try it →
Site is created in Kajabi
Triggers the automation when a new site is created
Try it →
Tag is created in Kajabi
Triggers the automation when a tag is added
Try it →
Form is created in Kajabi
Triggers the automation when a new form is created
Try it →
No action is available
Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Customer is created in Square
Triggers the automation when a new customer is created
Try it →
Order is created in Square
Triggers the automation when a new order is created
Try it →
Update customer in Square
Try it →
Create customer in Square
Adds a new customer to the database
Try it →
Search customer in Square
Locates and retrieves customer information
Try it →
Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
Try it →
Get order by Id in Square
Retrieves an order by its id
Try it →
Create paid order in Square
Creates a new paid order
Try it →
Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with Kajabi + Square?

Streamline your digital sales and commerce workflows by connecting Kajabi and Square without writing code.

What you can automate?
🔄
Sync Kajabi form submissions to Square customers
Automatically create a Square customer profile the moment a new form submission is added in Kajabi. Eliminate manual data transfer between your marketing pages and payment dashboard.
📋
Capture every submitted form field
Map all available Kajabi form answers into your Square customer notes or custom fields instead of just basic names. Your database becomes a richer source for customer management and follow-up.
🔔
Notify your team instantly on sales events
Send immediate alerts to your staff whenever a new purchase is created in Kajabi or a payment is successful in Square. Keep your entire team informed of revenue milestones without delay.
🔀
Route records based on submitted data
Execute different actions depending on specific values submitted in Kajabi forms or purchase tiers. Ensure high-value buyers and standard customers trigger distinct automated paths.
✏️
Keep customer profiles up to date
Automatically update existing Square customer records whenever relevant details change or new purchases are recorded in Kajabi. Prevent duplicate entries and maintain clean data.
🔍
Search and update instead of duplicating
Check if a customer already exists in Square before creating a new profile from a Kajabi submission. Maintain a pristine database with zero duplicate contacts.
⚠️
Handle payment failures and status changes
Trigger automated recovery workflows or update tracking records the moment a payment fails in Square. Respond to billing issues before they impact customer access.
🔗
Extend your workflow to external apps
Connect your Kajabi and Square core flow to tools like Slack or Google Sheets for advanced multi-step automation. Notify stakeholders and log records across your entire software stack.
And much more...

Who is Kajabi + Square integration for?

Course creators, digital marketers, and commerce business owners eliminate manual data entry between Kajabi and Square to keep customer records and sales tracking accurate.

Performance Marketers
Performance Marketers
Customer Support Teams
Customer Support Teams
Agency Owners
Agency Owners
Operations Managers
Operations Managers
Account Managers
Account Managers
Finance Administrators
Finance Administrators
📈
Performance Marketers
You report on course enrollments and sales metrics every week, but your tracking dashboards only update when someone manually exports submissions, so the row counts you optimise against are always hours behind — with this integration, every new submission lands in your destination instantly and your data stays current.
Customer Support Teams
You need to act fast when payment issues or new student inquiries arrive, but you find out about failed transactions too late because billing and course platforms operate in silos — automating both apps means every payment event triggers instant alerts so you can resolve issues immediately.
📊
Agency Owners
You answer to clients who want to see real-time course registration and order progress, but compiling manual status reports wastes valuable billable hours — connecting these apps means client dashboards update automatically and progress is visible without manual intervention.
🔄
Operations Managers
The volume of online course purchases and customer signups is too high for anyone to keep up by hand, leading to missed billing profiles and broken customer journeys — automating both apps means every order and submission is processed without manual bottlenecks.
👥
Account Managers
You own client onboarding and depend on someone upstream to hand over Kajabi submissions before you can create billing profiles in Square — this integration means customer creation happens instantly the moment a submission is received, so your onboarding workflow starts without delay.
🗂️
Finance Administrators
You need a reliable history of all transactions and customer accounts, but you keep finding gaps between your course platform and payment terminal records — with this integration, every purchase and payment status is recorded accurately across your entire system.
Our team

Ready Workflows 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 Kajabi + Square

Build and manage your Kajabi + Square 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 + Square 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kajabi to Square?
Frequently Asked Questions
You can connect Kajabi to Square in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom automation. Once connected, your form submissions and purchases sync instantly across tools like Mailchimp, Google Sheets, Slack, and 1,500+ other apps.
Can I automatically create Square customers from Kajabi form submissions?
Frequently Asked Questions
Can I connect Kajabi, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Square?
Frequently Asked Questions
How are Kajabi form submissions handled in this integration?
Frequently Asked Questions
How are Square payment events used in Kajabi workflows?
Frequently Asked Questions
Do I need coding skills to automate Kajabi and Square?
Frequently Asked Questions
Is the Kajabi and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

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