Kajabi + Salesmate + Demio Integrations

How to connect Kajabi + Salesmate + Demio

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Do even more with Kajabi + Salesmate + Demio

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Kajabi, Salesmate, and Demio. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- SiteRequired
- AssessmentRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- SiteRequired
- Tag
Trigger
Instant
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- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
Action
Write

New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
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New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
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New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
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New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
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New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
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- Select ModuleRequired
Trigger
Scheduled
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Update Company
Triggers when a new company update is found.
Trigger
Instant
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Update Deal
Triggers when a new deal update is found.
Trigger
Instant
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- Select ModuleRequired
- Object IdRequired
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select ModuleRequired
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
Action
Search or write
- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- SiteRequired
- FormRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- Tag
- SiteRequired
Trigger
Instant
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- SiteRequired
- FormRequired
Action
Write
New User
Triggers when a new user created.
Trigger
Scheduled
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New Activity
Triggers when a new activity is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
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Update Activity
Triggers when a new activity update is found.
Trigger
Instant
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Update Contact
Triggers when a new contact update is found.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
Try It
- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select ModuleRequired
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write
- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
- NameRequired
- EmailRequired
Action
Write

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How Kajabi + Salesmate + Demio Integrations Work

Step 1: Authenticate Kajabi, Salesmate, and Demio.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.