Insightly + Kajabi
Update Kajabi offers when Insightly records are modified
Keep your Kajabi offers aligned with your Insightly records with this efficient automation. When a particular field in your Insightly record is updated, this workflow will promptly grant access to a corresponding offer in Kajabi. It's an effortless way to ensure your offers are always up-to-date with recent changes in your records, increasing efficiency and preserving consistency.
Keep your Kajabi offers aligned with your Insightly records with this efficient automation. When a particular field in your Insightly record is updated, this workflow will promptly grant access to a corresponding offer in Kajabi. It's an effortless way to ensure your offers are always up-to-date with recent changes in your records, increasing efficiency and preserving consistency.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Grant Access to an Offer
Grants a new or existing member access to an Offer and its Products.
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