Connect Kajabi to Veryfi OCR

Both apps 62Kajabi 47Veryfi OCR 15

• 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
  Classify Document

  Classifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score.

• Action
  Convert Document To Markdown

  Upload a document (image/PDF) and convert its content to markdown text.

• Action
  Extract Data From Any Document

  Extracts data from the supplied document

• Action
  Extract Data From Bank Check

  Extracts data from the supplied bank check

• Action
  Extract Data From Bank Statement

  Submits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions.

• Action
  Extract Data From Business Card

  Upload a business card image/PDF and extract structured contact data (name, company, phone, email, address).

• Action
  Extract Data From Contract

  Submits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law.

• Action
  Extract Data From Driver License

  Extracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint.

• Action
  Extract Data From Invoice

  Extracts data from the supplied invoice

• Action
  Extract Data From Passport

  Extracts data from the supplied passport

• Action
  Extract Data From W2 Form

  Submits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data.

• Action
  Extract Data From W-8BEN-E Form

  Submits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it.

• Action
  Extract Data From W9 Form

  Extracts data from the supplied W9 form

• Action
  Extracts Data From Receipt

  Submits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items.

• Action
  Get Contract

  Fetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found.

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