Native integration

Kajabi + Kit (ConvertKit) integration

One paid checkout grants the Kajabi offer and tags the buyer in Kit, from a single Plandalf sequence.

No credit card required. No coding required.

Does Kajabi integrate with Kit (ConvertKit)?

Plandalf does not sync Kajabi with Kit. It sits between them: a sequence that starts when a Plandalf checkout is paid can run a Kajabi Grant Offer step and Kit steps such as Tag Subscriber, one after the other. Both apps are connected under Automation, Marketplace, each with its own credentials.

What moves between Kajabi and Kit (ConvertKit)

EventFrom and toThroughWhat happens
Checkout completedPlandalfKajabiNative stepGrant Offer creates the Kajabi contact if needed, unlocks every product in the offer and runs Kajabi's own automations for it. A second grant for the same offer does nothing.
Checkout completedPlandalfKitNative stepTag Subscriber adds a tag such as Kajabi Customer and creates the Kit subscriber if the email is new. This is the segment your broadcasts use.
Upsell acceptedPlandalfKajabiNative stepA separate sequence on this trigger can grant a second offer for the add-on and give the Kit subscriber an extra tag.
Invoice refundedStripeKajabiNative stepThe Remove access on refund template adds Revoke Offer for Kajabi and Remove Tag from Subscriber for Kit to one sequence.
Tag addedKitPlandalfNative stepA Kit tag can start a Plandalf sequence. Kajabi has no triggers, so this direction only exists on the Kit side.

Grant a Kajabi offer and tag the buyer in Kit

You need a Kajabi plan with the Public API, a Kit account where you can create a V4 key, and a published Plandalf checkout.

  1. Connect Kajabi

    Under Automation, Marketplace, choose Kajabi and enter the Client ID, Client Secret and Site ID from Settings, Public API. Use the client ID and secret, not the pair Kajabi shows for Zapier.

  2. Connect Kit

    In the same Marketplace, connect Kit with a V4 API key from Settings, Developer. Use a name like Plandalf for the key.

  3. Create the sequence

    In My Sequences make one called Buyers to Kajabi and Kit. Choose Plandalf, Checkout Completed, pick the checkout under Offer, and pick a recent checkout on the Test tab.

  4. Grant first

    Add Kajabi, Grant Offer with Email Address {{trigger.customer_email}}, your Offer and Name {{trigger.customer_name}}. Putting access first means the buyer is in before any email asks them to log in.

  5. Tag second

    Add Kit, Tag Subscriber with the same email and a tag such as Kajabi Customer. Add Add Subscriber to Sequence if you want a Kit onboarding sequence, which must be active.

  6. Rehearse and add the refund path

    Switch on Run on test purchases, buy with a test card using your own email, and check the Events view. Then add Remove access on refund for the same checkout and set the Kajabi offer and Kit tag.

What sellers do with Kajabi and Kit (ConvertKit)

Membership with a newsletter

A creator keeps lessons in Kajabi and the weekly newsletter in Kit. Each buyer gets the course offer and a Kit tag so only members receive the member edition.

Tiered offers on one checkout family

Basic and Plus offers are separate Kajabi offers. Two sequences, one per Plandalf checkout, grant the matching offer and tag the Kit subscriber with the tier.

Limits and gotchas

  • Kajabi needs a plan with the Public API. Older Pro plans need Kajabi's Public API add-on.
  • Kajabi's Grant Offer step sends Kajabi's welcome email by default. Turn it off if a Kit sequence already sends the first login message, or buyers get two.
  • New Kajabi contacts are created as subscribed to your Kajabi emails, so only send buyers who agreed to hear from you.
  • Purchases do not show in Kit's purchase history because Plandalf connects to Kit with an API key. Use tags or custom fields.
  • The Kajabi steps apply only tags that already exist in Kajabi and cannot create new ones. Kit's Tag Subscriber can create tags.

Kajabi and Kit (ConvertKit): common questions

Does Kajabi integrate with Kit (ConvertKit)?
Plandalf connects them through a sequence. A paid checkout runs a Kajabi Grant Offer step and Kit steps such as Tag Subscriber. Check each product's own integrations list for a direct link.
How do I connect Kajabi to Kit with Plandalf?
Connect both apps under Automation, Marketplace, then build a sequence on Checkout Completed with Grant Offer followed by Tag Subscriber.
Kajabi Kit integration: can a refund remove access and the tag?
Yes, with the Remove access on refund template, which adds Revoke Offer and Remove Tag from Subscriber. It runs on full refunds by default.
Which should run first, Kajabi or Kit?
Granting the offer first is the safer order, so the buyer has access before a Kit email invites them in. Either order works technically.

Feature detail