--- title: "Connect Kajabi to Plumsail Documents - APIANT.ai" description: "When \"New Blog Post\" fires in Kajabi, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/kajabi-to-plumsail-documents" --- # Connect Kajabi to Plumsail Documents When **New Blog Post** fires in [Kajabi](https://apiant.ai/connections/kajabi), your agent runs **Convert CSV to Excel File (XLSX)** in [Plumsail Documents](https://apiant.ai/connections/plumsail-documents). Describe the whole flow and it is built, tested on every scenario and kept running. Kajabi **5** triggers Kajabi **42** actions Plumsail Documents **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Kajabi and Plumsail Documents 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 Kajabi can start in Plumsail Documents - When **New Blog Post** in Kajabi then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **New Contact** in Kajabi then **Add HTML Watermark to PDF** in Plumsail Documents 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 Kajabi and Plumsail Documents ## Triggers and actions 5 triggers · 64 actions - 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. - Action **Add HTML Watermark to PDF** Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF. - Action **Add Image Watermark to PDF** Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF. - Action **Add PDF Watermark to PDF** Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result. - Action **Add Text Watermark to PDF** Adds a text watermark to a PDF and returns a download link to the watermarked file. - Action **Compress PDF** Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF. - Action **Convert CSV to Excel File (XLSX)** Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result. - Action **Convert DOC to DOCX** Converts a legacy Word DOC document into a DOCX file and returns a download link to the result. - Action **Convert DOCX to PDF** Converts a Word DOCX document to PDF and returns a download link to the PDF. - Action **Convert PPT to PPTX** Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file. - Action **Convert PPTX to PDF** Converts a PowerPoint PPTX presentation into a PDF file and returns a download link. - Action **Convert to PDF** Converts a document from a public URL into a PDF file and returns a download link to the PDF. - Action **Convert XLS to XLSX** Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result. - Action **Convert XLSX to PDF** Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result. - Action **Fill in PDF Form** Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF. - Action **Fill Merge Fields in DOCX Document** Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document. - Action **Generate Document From DOCX Template** Creates a document from a Word DOCX template filled with your data and returns a download link to the result. - Action **Generate Document From Fillable PDF** Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result. - Action **Generate Document From PPTX Template** Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result. - Action **Generate Document From XLSX Template** Creates a document from an Excel XLSX template filled with your data and returns a download link to the result. - Action **Merge Any Files Into PDF** Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link. - Action **Merge DOCX Files** Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result. - Action **Protect PDF** Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF. ## Each app on its own - [ **Kajabi** Kajabi is an all in one platform for selling, marketing, and delivering your online content.](https://apiant.ai/connections/kajabi) - [ **Plumsail Documents** Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms.](https://apiant.ai/connections/plumsail-documents) Reviews ## What our customers say ## More from Kajabi - [ **Kajabi to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/kajabi-to-salesforce) - [ **Kajabi to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/kajabi-to-slack) - [ **Kajabi to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/kajabi-to-mailchimp) - [ **Kajabi to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/kajabi-to-stripe) - [ **Kajabi to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/kajabi-to-shopify) - [ **Kajabi to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/kajabi-to-quickbooks-online) ## More into Plumsail Documents - [ **HubSpot to Plumsail Documents** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plumsail-documents) - [ **Salesforce to Plumsail Documents** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-plumsail-documents) - [ **Slack to Plumsail Documents** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-plumsail-documents) - [ **Google Sheets to Plumsail Documents** Google Sheets](https://apiant.ai/connect/google-sheets-to-plumsail-documents) - [ **Gmail to Plumsail Documents** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plumsail-documents) - [ **Google Calendar to Plumsail Documents** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plumsail-documents) Questions ## Kajabi and Plumsail Documents, answered ### ### What can start an automation from Kajabi? Any of Kajabi's 5 triggers in the catalog, including New Blog Post, New Contact, New Customer and Tag Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Plumsail Documents when something happens in Kajabi? Any of Plumsail Documents's 22 actions, including Add HTML Watermark to PDF, Add Image Watermark to PDF, Add PDF Watermark to PDF and Add Text Watermark to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plumsail Documents to Kajabi? Plumsail Documents has no triggers in the catalog today, so automations start in Kajabi. If you need the other direction, ask: your agent reads Plumsail Documents's API documentation and adds it. ### ### Do I have to build a connector for Kajabi or Plumsail Documents? 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 Kajabi and Plumsail Documents 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.