--- title: "Connect FreshBooks and Kajabi - APIANT.ai" description: "When \"New Bill\" fires in FreshBooks, your agent runs \"Add Tag to Contact\" in Kajabi, or \"New Blog Post\" in Kajabi to \"Add Payment to Invoice\" in FreshBooks." canonical: "https://apiant.ai/connect/freshbooks-to-kajabi" --- # Connect FreshBooks and Kajabi When **New Bill** fires in [FreshBooks](https://apiant.ai/connections/freshbooks), your agent runs **Add Tag to Contact** in [Kajabi](https://apiant.ai/connections/kajabi), or **New Blog Post** in Kajabi to **Add Payment to Invoice** in FreshBooks. Describe the whole flow and it is built, tested on every scenario and kept running. FreshBooks **16** triggers FreshBooks **29** 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 FreshBooks 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 FreshBooks and Kajabi can do together ### From FreshBooks to Kajabi - When **New Bill** in FreshBooks then **Add Tag to Contact** in Kajabi - When **New Client** in FreshBooks then **Create Contact** in Kajabi ### From Kajabi to FreshBooks - When **New Blog Post** in Kajabi then **Add Payment to Invoice** in FreshBooks - When **New Contact** in Kajabi then **Create Invoice** in FreshBooks 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 FreshBooks and Kajabi ## Triggers and actions 21 triggers · 71 actions - Trigger **New Bill** Triggers when a new bill is created in FreshBooks. - Trigger **New Client** Triggers when a new client is created in FreshBooks. - Trigger **New Credit Note** Triggers when a new credit note is created in your FreshBooks account. - Trigger **New Estimate** Triggers when a new estimate is created in FreshBooks. - Trigger **New Expense** Triggers when a new expense is recorded in FreshBooks. - Trigger **New Filtered Invoice** Triggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks. - Trigger **New Invoice** Triggers when a new invoice is created in FreshBooks. - Trigger **New Invoice Payment** Triggers when a new invoice payment is created. - Trigger **New Project** Triggers when a new project is created in FreshBooks. - Trigger **New Staff Member** Triggers when a new staff member is added to your FreshBooks business. - Trigger **New Time Entry** Triggers when a new time entry is created in FreshBooks. - Trigger **New Vendor** Triggers when a new bill vendor is created in FreshBooks. - Trigger **Updated Bill** Triggers when a bill is updated in FreshBooks. Returns the id of the updated bill and the account, business and user it belongs to. - Trigger **Updated Estimate** Triggers when an estimate is updated. - Trigger **Updated Invoice** Triggers when an invoice is updated in FreshBooks. - Trigger **Updated Vendor** Triggers when a bill vendor is updated in FreshBooks. - Action **Add Payment to Invoice** Records a payment against a FreshBooks invoice and returns the created payment. - Action **Create Bill** Creates a bill in FreshBooks recording what your business owes a vendor, with its line items. - Action **Create Client** Creates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts. - Action **Create Credit Note** Creates a credit note or prepayment credit for a client in FreshBooks. - Action **Create Estimate** Creates a new estimate for a client in FreshBooks, optionally with line items. - Action **Create Expense** Creates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes. - Action **Create Invoice** Creates a new invoice for a client in FreshBooks, with optional line items, terms and notes. New invoices start as drafts unless a status is given. - Action **Create Invoice PDF** Returns the PDF of an existing FreshBooks invoice as a file you can attach or store. - Action **Create or Update Client** Updates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches. - Action **Create or Update Invoice** Updates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches. - Action **Create Other Income** Records income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks. - Action **Create Project** Creates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate. - Action **Create Recurring Invoice** Creates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule. - Action **Create Time Entry** Creates a time entry recording time spent working for a client or project in FreshBooks. - Action **Create Vendor** Creates a bill vendor (a supplier you receive bills from) in your FreshBooks business. - Action **Find Bill** Finds bills in FreshBooks by id, vendor, status or currency and returns the matches. - Action **Find Client** Finds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches. - Action **Find Credit Note** Finds a credit note in FreshBooks by its id and returns the credit note's details. - Action **Find Estimate** Finds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria. - Action **Find Invoice** Finds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts. - Action **Find Project** Finds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects. - Action **Find Vendor** Finds bill vendors in your FreshBooks account whose business name matches the text you give. - Action **Send Estimate** Emails an existing estimate to the listed recipients and marks it as sent. - Action **Send Invoice** Emails an existing invoice to the recipients you choose and marks it as sent. - Action **Update Bill** Updates an existing bill from a vendor, such as its dates, bill number, line items or status. - Action **Update Credit Note** Updates an existing credit note in FreshBooks, changing only the details you fill in. - Action **Update Estimate** Updates an existing FreshBooks estimate's client, dates, address details, notes, terms or line items. Only the fields you fill in are changed. - Action **Update Time Entry** Updates an existing time entry in FreshBooks, such as its duration, note, client or project. - Action **Update Vendor** Updates an existing bill vendor's name, contact details, address and preferences. Fields left blank are not changed. - 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 - [ **FreshBooks** FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their...](https://apiant.ai/connections/freshbooks) - [ **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 FreshBooks - [ **FreshBooks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshbooks-to-hubspot) - [ **FreshBooks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshbooks-to-salesforce) - [ **FreshBooks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshbooks-to-slack) - [ **FreshBooks to Google Sheets** Google Sheets](https://apiant.ai/connect/freshbooks-to-google-sheets) - [ **FreshBooks to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/freshbooks-to-gmail) - [ **FreshBooks to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/freshbooks-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 ## FreshBooks and Kajabi, answered ### ### What can start an automation from FreshBooks? Any of FreshBooks's 16 triggers in the catalog, including New Bill, New Client, New Credit Note and New Estimate. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kajabi when something happens in FreshBooks? 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 FreshBooks? Yes. When something happens in Kajabi, your agent can act in FreshBooks too. This page covers both directions: Kajabi's triggers and FreshBooks's actions are listed here as well. ### ### Do I have to build a connector for FreshBooks 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 FreshBooks 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.