Connect Kajabi and Raiser's Edge

Both apps 143Kajabi 47Raiser's Edge 96

• 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.

• Trigger
  New Action

  Triggers when a new action is added to any constituent in Raiser's Edge NXT.

• Trigger
  New Constituent

  Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id.

• Trigger
  New Event

  Triggers when a new event is created in Raiser's Edge NXT.

• Trigger
  New Event Participant

  Triggers when a new participant is added to the selected Raiser's Edge NXT event.

• Trigger
  New Fund

  Triggers when a new fund is created in Raiser's Edge NXT.

• Trigger
  New Gift

  Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id.

• Trigger
  New Gift Batch

  Triggers when a new gift batch is created in Raiser's Edge NXT.

• Trigger
  New Membership

  Triggers when a new membership is added to a constituent in Raiser's Edge NXT.

• Trigger
  New Note

  Triggers when a new note is added to a constituent record in Raiser's Edge NXT.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Raiser's Edge NXT.

• Trigger
  New or Updated Gift

  Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear.

• Trigger
  New or Updated Opportunity

  Triggers when an opportunity is created or updated in Raiser's Edge NXT.

• Trigger
  Updated Constituent

  Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified.

• Action
  Add Constituent Code

  Assigns a constituent code (classification) to a constituent.

• Action
  Create Constituent

  Creates a new constituent (individual or organization) in The Raiser's Edge.

• Action
  Create Constituent Action

  Creates an action (interaction/task) on a constituent record.

• Action
  Create Constituent Address

  Adds an address to a constituent record.

• Action
  Create Constituent Custom Field

  Adds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories.

• Action
  Create Constituent Email Address

  Adds a new email address to a constituent record in Raiser's Edge NXT.

• Action
  Create Constituent Note

  Adds a note to a constituent record.

• Action
  Create Constituent Phone

  Adds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID.

• Action
  Create Event

  Creates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID.

• Action
  Create Event Participant

  Adds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant.

• Action
  Create Gift

  Creates a new gift (donation) for a constituent.

• Action
  Create Gift Batch

  Creates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID.

• Action
  Create Gift Custom Field

  Adds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories.

• Action
  Create Membership

  Adds a membership to a constituent in Raiser's Edge NXT.

• Action
  Create Opportunity

  Creates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent.

• Action
  Create Opportunity Note

  Creates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID.

• Action
  Create Participant Fee

  Adds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation.

• Action
  Delete Action

  Deletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT.

• Action
  Delete Constituent Address

  Deletes an address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Email Address

  Deletes an email address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Phone

  Deletes a phone number from a constituent's record in Raiser's Edge NXT.

• Action
  Delete Event

  Deletes an event from Raiser's Edge NXT.

• Action
  Delete Event Participant

  Deletes a participant from a Raiser's Edge NXT event.

• Action
  Delete Note

  Deletes a constituent note in Raiser's Edge NXT.

• Action
  Delete Opportunity

  Deletes an opportunity from Raiser's Edge NXT.

• Action
  Downgrade Membership

  Downgrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded.

• Action
  Drop Membership

  Drops an active or lapsed membership in Raiser's Edge NXT.

• Action
  Find Duplicate Constituents

  Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match.

• Action
  Get Action

  Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal.

• Action
  Get Appeal

  Returns an appeal by its ID, including its category, dates, goal and custom field values.

• Action
  Get Campaign

  Returns a campaign by its ID, including its category, dates, goal and custom field values.

• Action
  Get Constituent

  Retrieves a constituent by system record id.

• Action
  Get Constituent Latest Gift

  Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to.

• Action
  Get Constituent Lifetime Giving

  Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving.

• Action
  Get Event

  Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal.

• Action
  Get Event Participant

  Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level.

• Action
  Get Gift

  Retrieves a gift by system record id.

• Action
  Get Membership

  Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed.

• Action
  Get Note

  Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to.

• Action
  Get Opportunity

  Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values.

• Action
  Get Package

  Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count.

• Action
  List Actions

  Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list.

• Action
  List Appeals

  Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals.

• Action
  List Campaigns

  Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns.

• Action
  List Constituent Actions

  Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first.

• Action
  List Constituent Addresses

  Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses.

• Action
  List Constituent Codes

  Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status.

• Action
  List Constituent Custom Fields

  Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date.

• Action
  List Constituent Email Addresses

  Returns all email addresses on file for a constituent, optionally including inactive ones.

• Action
  List Constituent Memberships

  Returns every membership held by a constituent, including program, category, dues, dates, standing and members.

• Action
  List Constituent Notes

  Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes.

• Action
  List Constituent Phones

  Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags.

• Action
  List Constituents

  Lists constituents with paging (limit/offset).

• Action
  List Constituents in List

  Returns constituents that belong to a saved list (by list id).

• Action
  List Event Fees

  Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold.

• Action
  List Event Participants

  Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more.

• Action
  List Events

  Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified.

• Action
  List Funds

  Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds.

• Action
  List Gift Batches

  Returns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions.

• Action
  List Gift Custom Fields

  Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date.

• Action
  List Gifts

  Lists gifts, optionally filtered by constituent, with paging.

• Action
  List Memberships

  Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date.

• Action
  List Opportunities

  Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text.

• Action
  List Opportunity Notes

  Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author.

• Action
  List Packages

  Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified.

• Action
  List Participant Fees

  Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for.

• Action
  Rejoin Membership

  Rejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership.

• Action
  Renew Membership

  Renews an existing Raiser's Edge NXT membership for a new term.

• Action
  Search Constituents

  Searches constituents by name, lookup id, email, or other text.

• Action
  Update Action

  Updates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed.

• Action
  Update Constituent

  Updates an existing constituent's core fields.

• Action
  Update Constituent Address

  Updates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed.

• Action
  Update Constituent Custom Field

  Updates the value, comment or date of an existing custom field on a constituent record.

• Action
  Update Constituent Email Address

  Updates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email.

• Action
  Update Constituent Phone

  Updates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting.

• Action
  Update Event

  Updates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed.

• Action
  Update Event Participant

  Updates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed.

• Action
  Update Gift

  Updates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed.

• Action
  Update Gift Acknowledgement

  Updates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT.

• Action
  Update Gift Receipt

  Updates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status.

• Action
  Update Note

  Edits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers.

• Action
  Upgrade Membership

  Upgrades a membership to a higher category during its current membership cycle.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.