Integration
Connect Kajabi and QuickFile
When New Blog Post fires in Kajabi, your agent runs Convert estimate to invoice in QuickFile, or New Client in QuickFile to Add Tag to Contact in Kajabi. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Kajabi and QuickFile to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Kajabi and QuickFile can do together
From Kajabi to QuickFile
When New Blog Post in Kajabi
then Convert estimate to invoice in QuickFile
From QuickFile to Kajabi
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 QuickFile
Triggers and actions 7 triggers · 59 actions
- New Blog Post
Triggers when a new blog post is created on your Kajabi site.
- New Contact
Triggers when a new contact is added to your Kajabi site.
- New Customer
Triggers when a new customer is added to your Kajabi site.
- Tag Added
Triggers when a tag is added to a Kajabi contact, optionally only for one chosen tag.
- Tag Removed
Triggers when a tag is removed from a contact in Kajabi.
- Add Tag to Contact
Adds a tag to a Kajabi contact and returns the contact's updated list of tags.
- Create Contact
Creates a contact on a Kajabi site with name, email, phone, address and custom field values.
- Create Contact Note
Creates a note on a Kajabi contact.
- 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.
- Deactivate Purchase
Deactivates a Kajabi purchase, removing the customer's access. Does not cancel an associated subscription.
- Delete Contact
Permanently deletes a contact from your Kajabi site. Contacts with active Kajabi Payments subscriptions cannot be deleted.
- Delete Contact Note
Deletes a note from a contact in Kajabi.
- 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.
- Get Blog Post
Returns the details of a Kajabi blog post, including its title, content, URL, slug and publish date.
- Get Contact
Returns a Kajabi contact by id, including its attributes, custom fields and optionally its related offers and customer.
- Get Contact Note
Returns a single contact note by its id, including the note text, timestamps and the contact it belongs to.
- Get Course
Returns a Kajabi course's details, optionally with its modules, lessons, media and offers.
- Get Customer
Returns a customer's details, optionally with their contact, offers and products.
- 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.
- Get Offer
Returns an offer's details, including its title, price, payment type and checkout URL, optionally with its linked products.
- Get Order
Returns a single Kajabi order, including its totals, currency and fulfillment time, with optional related order items, customer and site.
- Get Product
Returns the details of a Kajabi product, including its title, type, publish status and member count.
- Get Purchase
Returns the details of a Kajabi purchase of an offer, including amount, payment type, status and its related offer, customer and transactions.
- Get Transaction
Returns a single Kajabi payment transaction, including its amount, status, currency and type, optionally with the related customer and purchases.
- 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.
- 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.
- List Blog Posts
Returns the blog posts on your Kajabi account, optionally filtered by site or title and sorted.
- List Contact Notes
Returns contact notes, optionally only those for one contact or site, newest first by default.
- 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.
- List Contact's Offers
Returns the offers a Kajabi contact has been granted access to, as a list of offer ids.
- List Contact's Tags
Returns the tags currently applied to a contact.
- 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.
- List Courses
Returns the courses in your Kajabi account, optionally filtered by site, title, description or publish status.
- List Customers
Returns the customers on your Kajabi site, optionally filtered by search text, tags, offers, products, forms, email activity and more.
- 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.
- List Forms
Returns the opt-in forms on your Kajabi sites, optionally filtered by site or title.
- List Form Submissions
Returns form submissions from your Kajabi sites, optionally filtered by site or form.
- 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.
- List Orders
Returns the orders on your Kajabi account, optionally filtered by site, customer, order number or fulfillment status.
- List Products
Returns the products (not archived) on your Kajabi account, optionally filtered by site, title, description or status.
- List Purchases
Returns the offer purchases on your Kajabi account, optionally filtered by site, customer, coupon code, referrer or active/deactivated status.
- Reactivate Purchase
Reactivates a deactivated purchase so the customer regains access. Does not reactivate any subscription.
- Remove Tag from Contact
Removes a tag from a Kajabi contact and returns the tags still on the contact.
- Revoke Access to an Offer
Revokes a contact's access to an offer, deactivating the offer's product memberships.
- Revoke Offer from Customer
Revokes a customer's access to an offer, deactivating its product memberships. Returns the offers the customer still has.
- Update Contact
Updates an existing Kajabi contact's name, email, phone, address, subscription status or custom field values. Fields left blank are not changed.
- Update Contact Note
Updates the text of an existing note on a Kajabi contact.
- New Client
Triggers when a new client is created in QuickFile.
- New Invoice
Triggers when a new invoice is created in QuickFile.
- Convert estimate to invoice
Converts an existing estimate into a new invoice in QuickFile.
- Create Client
Creates a new client (customer) in QuickFile with a default contact.
- Create Item
Creates an inventory item in QuickFile.
- Create Payment
Records a payment received from a QuickFile client.
- Create Supplier
Creates a new supplier in QuickFile.
- Delete Client
Deletes a QuickFile client by ID.
- Delete invoice
Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.
- Delete supplier
Deletes a supplier record from QuickFile.
- Find Clients
Searches QuickFile clients by company name, email or account reference.
- Find invoices
Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).
- Find Suppliers
Searches QuickFile suppliers by company name.
- Get Client
Returns one QuickFile client by ID.
- Get Invoice
Returns one QuickFile invoice, estimate or credit note by ID.
- Get invoice PDF
Returns a link to the PDF version of a QuickFile invoice or estimate.
- Get supplier
Returns a supplier's details and contacts from QuickFile by supplier ID.
- List Bank Accounts
Returns the bank accounts in your QuickFile account.
- Update Client
Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Kajabi
Kajabi to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Kajabi to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Kajabi to MailchimpMailchimp marketing automation and email platform.
Kajabi to StripeStripe is a payment processing platform for online businesses.
Kajabi to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Kajabi to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into QuickFile
HubSpot to QuickFileHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to QuickFileGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to QuickFileGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to QuickFileGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to QuickFileGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Kajabi and QuickFile, 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 QuickFile when something happens in Kajabi?
Any of QuickFile's 17 actions, including Create Client, Create Item, Create Payment and Create Supplier. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickFile to Kajabi?
Yes. When something happens in QuickFile, your agent can act in Kajabi too. This page covers both directions: QuickFile's triggers and Kajabi's actions are listed here as well.
Do I have to build a connector for Kajabi or QuickFile?
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 QuickFile 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.