Native integration
Buyers pay in a Plandalf checkout through Stripe and Plandalf grants them the Kajabi offer, then takes it back if the payment is refunded.
No credit card required. No coding required.
Stripe
KajabiPlandalf connects them with native Kajabi steps. It is not a direct Stripe-to-Kajabi sync: Stripe takes the payment in a Plandalf checkout, then Grant Offer gives the buyer a Kajabi offer and Revoke Offer takes it back on a refund. Kajabi has no Plandalf triggers, so events only flow from Plandalf to Kajabi.
| Event | From and to | Through | What happens |
|---|---|---|---|
| Checkout completed | Plandalf (paid via Stripe) → Kajabi | Native step | Grant Offer creates the Kajabi contact if needed, and Kajabi unlocks every product in the offer and runs its own automations for it. A buyer who already holds the offer is not granted it twice. |
| Upsell accepted | Plandalf (paid via Stripe) → Kajabi | Native step | A second Grant Offer, on the upsell trigger, gives the add-on offer only to people who paid for it. The main sequence is untouched. |
| Checkout completed, tagged | Plandalf (paid via Stripe) → Kajabi | Native step | Find or Create Contact with Tags applies tags that already exist in Kajabi. It does not grant access, so it sits next to Grant Offer and cannot replace it. |
| Invoice refunded | Stripe → Kajabi | Native step | A refund that succeeds in Stripe, including from the Stripe dashboard, starts the Remove access on refund template. Its Revoke Offer step ends the buyer's access to the offer's products. |
| Subscription cancelled | Stripe → Kajabi | By hand | Plandalf has no cancelled trigger, so ending access when someone cancels is a manual job in Kajabi, or a Revoke Offer sequence that you start yourself, for example from a Webhook Trigger. |
You need a Stripe account, and a Kajabi plan that includes the Public API with Owner or Subowner access.
Authorize Stripe in Plandalf, attach a Stripe-backed price to the offer that sells your program and publish it. This checkout is where buyers pay, instead of Kajabi's own checkout page for that product.
In Kajabi go to Settings, then Public API, and click Create User API Key. Name it Plandalf, pick the account user, and allow reading and editing contacts and offers plus reading tags. Copy the client ID and client secret, not the key Kajabi gives for Zapier, and read your Site ID from the number after /admin/sites/ in the address bar.
In Plandalf open Automation, then Marketplace, and click Connect on Kajabi. Enter the Client ID, Client Secret and Site ID. Plandalf signs in to Kajabi straight away and shows Kajabi connected.
Create a sequence called Buyers to Kajabi, choose Plandalf and Checkout Completed, and pick your checkout under Offer. Add Kajabi, Grant Offer with Email Address set to {{trigger.customer_email}}, the Kajabi Offer the checkout sells, and Name set to {{trigger.customer_name}}.
Send Kajabi welcome email is on by default and gives new customers their login link. Leave it on unless your own sequence already sends that email, or buyers will get two.
Under Automation, then Templates, add Remove access on refund for the same checkout and set the Revoke Offer step to the same Kajabi offer. The trigger is Invoice Refunded with Full refunds only on by default.
Switch on Run on test purchases, pay through the test link with a Stripe test card, and check the contact and offer in Kajabi. Testing Grant Offer gives a real contact access and may send Kajabi's welcome email, so use your own address, then turn the setting off.
The checkout carries the program price and an order bump for a workbook. One sequence grants the program offer, another grants the workbook offer only when the bump is bought, and each has a matching Revoke Offer so a refunded buyer loses exactly what they paid for.
Free sign-ups stay in Kajabi. A Plandalf checkout offers the paid course, and an Upsell Accepted sequence grants the second offer, so Kajabi's own automations run for each offer on its own.
Grant Offer opens the members area, and Find or Create Contact with Tags adds a tag such as Founding member that already exists in Kajabi. Email campaigns in Kajabi can then be sent to that tag alone.
Checked October 26, 2026 against Plandalf's own setup guides.
