Native integration
When a buyer pays by PayPal on a Plandalf checkout, a sequence can grant them the matching Kajabi offer and tag them as a contact.
No credit card required. No coding required.
PayPal
KajabiKajabi has its own PayPal connection under Integrations and Webhooks, so this is a different route. Here PayPal takes the payment on a Plandalf checkout and a Plandalf sequence runs the native Kajabi Grant Offer step. Use it when you want Plandalf's checkout in front of Kajabi. PayPal refunds do not revoke the offer automatically.
| Event | From and to | Through | What happens |
|---|---|---|---|
| Checkout completed | Plandalf (paid via PayPal) → Kajabi | Native step | Grant Offer creates the Kajabi contact if needed, gives access to every product in the offer and runs Kajabi's own automations for it. PayPal buyers use the same completion path as card buyers per the PayPal docs; confirm with a sandbox payment. |
| Kajabi's own PayPal checkout | PayPal → Kajabi | Payment connection | Kajabi's own checkout connects PayPal itself, under Settings, Integrations and Webhooks, in the Third-party payment method section. That route does not involve Plandalf, and it is the one to use if you sell from Kajabi's checkout. |
| Invoice paid | Plandalf (paid via PayPal) → Kajabi | Native step | Find or Create Contact with Tags adds a tag that already exists in Kajabi, which is handy for upsell buyers. It cannot create a new tag. |
| Refund in PayPal | PayPal → Kajabi | By hand | Revoke Offer is part of the Remove access on refund template, which starts on Invoice Refunded. That trigger is documented for Stripe refunds, so after a PayPal refund revoke the offer in Kajabi or from a sequence you start with a Webhook Trigger. |
You need a Kajabi plan that includes the Public API and owner or subowner access to create credentials.
Build the Kajabi offer that holds the course or membership. In Plandalf publish a checkout for the same product, connect PayPal and enable it on the offer beside cards.
In Kajabi go to Settings, then Public API, and click Create User API Key. Name it Plandalf, give it permission to read and edit contacts and offers and to read tags, then copy the client ID and client secret. These are not the Zapier key pair.
The Site ID is the number after /admin/sites/ in your Kajabi address bar. In Plandalf go to Automation, Marketplace, Kajabi, Connect, and enter Client ID, Client Secret and Site ID.
Create a sequence on Plandalf, Checkout Completed, limited to the checkout. Add Kajabi, Grant Offer: Email Address {{trigger.customer_email}}, the Kajabi Offer, Name {{trigger.customer_name}}. Turn Send Kajabi welcome email off only if you send your own login message.
Approve a sandbox payment, then check the Events view and the contact in Kajabi. Testing the step itself grants a real offer, so use your own email, not a customer's.
When you refund through PayPal, revoke the offer in Kajabi yourself, or send a request to a Webhook Trigger sequence that holds a Revoke Offer step.
The sales page links to a single Plandalf checkout that offers PayPal and cards, and Kajabi stays the place where the course lives. Both kinds of buyer reach the same offer through Grant Offer.
The bump adds a workbook to the course. One sequence on Upsell Accepted can grant a second Kajabi offer, so bump buyers see the extra product without a manual step. Test that trigger with PayPal before launch, as the docs do not describe it for PayPal.
Checked October 26, 2026 against Plandalf's own setup guides and the vendor documentation: Kajabi Help: connect PayPal to Kajabi.
