--- title: "Connect AccuLynx and Kajabi - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add Tag to Contact\" in Kajabi." canonical: "https://apiant.ai/connect/acculynx-to-kajabi" --- # Connect AccuLynx and Kajabi When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add Tag to Contact** in [Kajabi](https://apiant.ai/connections/kajabi), or **New Blog Post** in Kajabi to **Add contact note** in AccuLynx. Describe the whole flow and it is built, tested on every scenario and kept running. AccuLynx **1** trigger AccuLynx **26** actions Kajabi **5** triggers Kajabi **42** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AccuLynx and Kajabi to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AccuLynx and Kajabi can do together ### From AccuLynx to Kajabi - When **List of Jobs by Milestone** in AccuLynx then **Add Tag to Contact** in Kajabi - When **List of Jobs by Milestone** in AccuLynx then **Create Contact** in Kajabi ### From Kajabi to AccuLynx - When **New Blog Post** in Kajabi then **Add contact note** in AccuLynx - When **New Contact** in Kajabi then **Update Contact Custom Field** in AccuLynx Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AccuLynx and Kajabi ## Triggers and actions 6 triggers · 68 actions - Trigger **List of Jobs by Milestone** Triggers when a job enters one of the chosen workflow milestones (for example Lead, Prospect or Approved), newest milestone change first. - Action **Add contact note** Adds a text note to an AccuLynx contact. - Action **Add job document** Uploads a document file to an AccuLynx job and saves it in the chosen document folder. - Action **Add job external reference** Creates an external reference linking an AccuLynx job to a project in another system. - Action **Add job message** Posts a comment to a job's message feed in AccuLynx, visible in the job's Messages section. - Action **Add job photo or video** Uploads a single photo or video to an AccuLynx job, with an optional description and tags. - Action **Add received payment** Records a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment. - Action **Find Job** Returns the AccuLynx jobs that contain a search term (such as a name, address or job number) and/or lie near a map location. - Action **Find Job Category** Returns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name. - Action **Find Trade-Types** Finds an active trade type in your AccuLynx company settings by its name and returns its id. - Action **Find Work-Types** Finds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id. - Action **Get Contact** Returns the details of one AccuLynx contact by its ID, including name, company, mailing and billing addresses, and its phone numbers and email addresses. - Action **Get Contact Custom Fields** Returns every custom field value recorded on an AccuLynx contact, with each field's label, type and values. - Action **Get estimate** Returns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references. - Action **Get Job** Returns the details of one AccuLynx job, including its location address, contacts, trade types, category, work type, lead source, current milestone and priority. - Action **Get Job Custom Fields** Returns the custom field values recorded on a job, with each field's label, type, values and when it was last modified. - Action **Get job financials** Returns the financial summary for a job: approved job value, balance due, worksheet section totals, and links to (or full details of) the worksheet and amendments. - Action **List contacts** Returns the contacts in your AccuLynx account, with their names, company, mailing and billing addresses, and links to their phone numbers and email addresses. - Action **List estimates** Returns all estimates for the current AccuLynx location, with the job each one belongs to. - Action **List jobs** Returns the jobs in your AccuLynx account, optionally filtered by date range, milestone and assignment, and sorted by created, milestone or modified date. - Action **List users** Returns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted). - Action **Set Initial Appointment** Adds or updates the initial appointment on an AccuLynx job, including its start and end times and notes. - Action **Update Contact Custom Field** Sets the value of one custom field on an AccuLynx contact. - Action **Update job address** Updates the location address of an existing AccuLynx job. Only the address parts you fill in are sent. - Action **Update Job Custom Field** Sets the value of one custom field on an AccuLynx job. - Action **Update job lead source** Changes the lead source recorded on an AccuLynx job. - Action **Update job priority** Sets the priority (Urgent, High or Normal) of an existing AccuLynx job. - Trigger **New Blog Post** Triggers when a new blog post is created on your Kajabi site. - Trigger **New Contact** Triggers when a new contact is added to your Kajabi site. - Trigger **New Customer** Triggers when a new customer is added to your Kajabi site. - Trigger **Tag Added** Triggers when a tag is added to a Kajabi contact, optionally only for one chosen tag. - Trigger **Tag Removed** Triggers when a tag is removed from a contact in Kajabi. - Action **Add Tag to Contact** Adds a tag to a Kajabi contact and returns the contact's updated list of tags. - Action **Create Contact** Creates a contact on a Kajabi site with name, email, phone, address and custom field values. - Action **Create Contact Note** Creates a note on a Kajabi contact. - Action **Create Form Submission** Submits a Kajabi opt-in form for a person, creating a form submission and running the form's configured tags, offers, sequences and automations. - Action **Deactivate Purchase** Deactivates a Kajabi purchase, removing the customer's access. Does not cancel an associated subscription. - Action **Delete Contact** Permanently deletes a contact from your Kajabi site. Contacts with active Kajabi Payments subscriptions cannot be deleted. - Action **Delete Contact Note** Deletes a note from a contact in Kajabi. - Action **Find Contact** Finds contacts by name or email (fuzzy search), optionally narrowed by site, tag, offer or field contents. Returns the matching contacts and the first match. - Action **Get Blog Post** Returns the details of a Kajabi blog post, including its title, content, URL, slug and publish date. - Action **Get Contact** Returns a Kajabi contact by id, including its attributes, custom fields and optionally its related offers and customer. - Action **Get Contact Note** Returns a single contact note by its id, including the note text, timestamps and the contact it belongs to. - Action **Get Course** Returns a Kajabi course's details, optionally with its modules, lessons, media and offers. - Action **Get Customer** Returns a customer's details, optionally with their contact, offers and products. - Action **Get Form Submission** Returns a single form submission, including the submitter's name, email, address, phone numbers and any custom field values collected by the form. - Action **Get Offer** Returns an offer's details, including its title, price, payment type and checkout URL, optionally with its linked products. - Action **Get Order** Returns a single Kajabi order, including its totals, currency and fulfillment time, with optional related order items, customer and site. - Action **Get Product** Returns the details of a Kajabi product, including its title, type, publish status and member count. - Action **Get Purchase** Returns the details of a Kajabi purchase of an offer, including amount, payment type, status and its related offer, customer and transactions. - Action **Get Transaction** Returns a single Kajabi payment transaction, including its amount, status, currency and type, optionally with the related customer and purchases. - Action **Grant Access to an Offer** Grants a Kajabi contact access to an offer and its products, creating a customer record for the contact if needed. Optionally skips the customer welcome email. - Action **Grant Offer to Customer** Grants a Kajabi offer, and the products it includes, to an existing customer. Returns the customer's offers after the grant. - Action **List Blog Posts** Returns the blog posts on your Kajabi account, optionally filtered by site or title and sorted. - Action **List Contact Notes** Returns contact notes, optionally only those for one contact or site, newest first by default. - Action **List Contacts** Returns contacts from your Kajabi account, optionally narrowed to a site and filtered by search text, tags, offers, products, forms, email activity and more. - Action **List Contact's Offers** Returns the offers a Kajabi contact has been granted access to, as a list of offer ids. - Action **List Contact's Tags** Returns the tags currently applied to a contact. - Action **List Contact Tags** Returns the contact tags (not archived) in your Kajabi account, optionally limited to one site or to tags whose name contains some text. - Action **List Courses** Returns the courses in your Kajabi account, optionally filtered by site, title, description or publish status. - Action **List Customers** Returns the customers on your Kajabi site, optionally filtered by search text, tags, offers, products, forms, email activity and more. - Action **List Custom Fields** Returns the contact custom fields defined in your Kajabi account, with each field's title, handle, type and whether it is required. - Action **List Forms** Returns the opt-in forms on your Kajabi sites, optionally filtered by site or title. - Action **List Form Submissions** Returns form submissions from your Kajabi sites, optionally filtered by site or form. - Action **List Offers** Returns the non-archived offers on your Kajabi sites that can be granted to a contact, optionally filtered by site, title or description. - Action **List Orders** Returns the orders on your Kajabi account, optionally filtered by site, customer, order number or fulfillment status. - Action **List Products** Returns the products (not archived) on your Kajabi account, optionally filtered by site, title, description or status. - Action **List Purchases** Returns the offer purchases on your Kajabi account, optionally filtered by site, customer, coupon code, referrer or active/deactivated status. - Action **Reactivate Purchase** Reactivates a deactivated purchase so the customer regains access. Does not reactivate any subscription. - Action **Remove Tag from Contact** Removes a tag from a Kajabi contact and returns the tags still on the contact. - Action **Revoke Access to an Offer** Revokes a contact's access to an offer, deactivating the offer's product memberships. - Action **Revoke Offer from Customer** Revokes a customer's access to an offer, deactivating its product memberships. Returns the offers the customer still has. - Action **Update Contact** Updates an existing Kajabi contact's name, email, phone, address, subscription status or custom field values. Fields left blank are not changed. - Action **Update Contact Note** Updates the text of an existing note on a Kajabi contact. ## Each app on its own - [ **AccuLynx** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connections/acculynx) - [ **Kajabi** Kajabi is an all in one platform for selling, marketing, and delivering your online content.](https://apiant.ai/connections/kajabi) Reviews ## What our customers say ## More from AccuLynx - [ **AccuLynx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/acculynx-to-hubspot) - [ **AccuLynx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/acculynx-to-salesforce) - [ **AccuLynx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/acculynx-to-slack) - [ **AccuLynx to Google Sheets** Google Sheets](https://apiant.ai/connect/acculynx-to-google-sheets) - [ **AccuLynx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/acculynx-to-gmail) - [ **AccuLynx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/acculynx-to-google-calendar) ## More into Kajabi - [ **HubSpot to Kajabi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kajabi) - [ **Google Sheets to Kajabi** Google Sheets](https://apiant.ai/connect/google-sheets-to-kajabi) - [ **Gmail to Kajabi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kajabi) - [ **Google Calendar to Kajabi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kajabi) - [ **Google Drive to Kajabi** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-kajabi) - [ **ActiveCampaign to Kajabi** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-kajabi) Questions ## AccuLynx and Kajabi, answered ### ### What can start an automation from AccuLynx? Any of AccuLynx's 1 trigger in the catalog, including List of Jobs by Milestone. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kajabi when something happens in AccuLynx? Any of Kajabi's 42 actions, including Create Contact, Create Contact Note, Create Form Submission and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kajabi to AccuLynx? Yes. When something happens in Kajabi, your agent can act in AccuLynx too. This page covers both directions: Kajabi's triggers and AccuLynx's actions are listed here as well. ### ### Do I have to build a connector for AccuLynx or Kajabi? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AccuLynx and Kajabi without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.