Step 1. Prepare your site in Kajabi

Before creating your Zap with Zapier, prepare your Form and Product in Kajabi.

With this setup, your Members must complete a Form in the final Product Post of your Product to receive their certificate of completion. 

1. Create your Form

Get started by first creating your Form:

• Open the Marketing tab from the Dashboard.
• Click Forms.
• Create a new Form. Learn more

After creating your Form, set up your Embed Form:

• Click Embed in the top menu.
• Customize the settings of your embed form to change the appearance.
• Then, copy the Embed Code for the Form:

2. Embed your Form into your final Product Post

To include your Form in the final Product Post, you must embed the Form into the body of your Post:

• Open the Products tab from the Dashboard.
• Select the Product you wish to use to send a certificate to your Members.
• Open the Product Post editor for the final Product Post in the Product.
• Paste the embed code into the source code (<>) of the final Product Post.
• Click Ok to apply.
• Click Save to keep your changes:

3. Prepare for your Zap by completing and submitting your Form

The Test & Continue step in Zapier requires data to successfully perform the test. Therefore, there must be a Form Submission in your Form.

To create a test form submission:

• Click Preview in the top menu.
• Complete and submit your Form:

Step 2. Prepare your certificate in Accredible

After preparing your site, set up your certificate of completion with Accredible.

Already have your Accredible certificate and group set up? Skip to Step 2 to set up your Zap.

1. Create and design your Accredible certificate

Accredible is a third-party app specialized in creating and sending digital certificates or badges.

With the powerful pairing of Kajabi and Accredible through Zapier, you can create professional, streamlined certificates to award your Members.

Learn to create your certificate in Accredible

Example certificate design:

2. Create a group

After creating and designing your Accredible certificate, create a group for your certificate:

Creating a group is necessary for creating your Zap.

As you create your Accredible action event with Zapier, your group will be used to complete the cohort field.

Learn to create your group in Accredible

After preparing your Kajabi site and Accredible certificate, set up your Zap with Zapier. 

Begin by setting up your trigger app to trigger the Accredible certificate when a new Kajabi Form is submitted.

Make a Zap with Zapier to automatically create and send certificates of completion when your Member completes your Product and submits the Form.

• Create a new Zap by clicking Make a Zap:

Read How to Use Zapier with Kajabi for more details. 

1. Select the Trigger App: Kajabi

For the Trigger App & Event: 

• Select Kajabi for the App.
• Then, select New Form Submission for the Trigger Event.
• Click Continue:

Zapier will ask you to connect your account in the next step if it isn't already connected:

• Connect your Kajabi account by copying and pasting your API Key and Secret into Zapier.

Read How to Use Zapier with Kajabi for more details. 

After selecting your account, complete the Customize Form Submission step:

• First, select your Site in the second dropdown menu.
• Then, select the Form created in Step 1.
• Click Continue:

• Then, click Test trigger:

For the Action App & Event: 2. Do this... connect your Accredible to create a new credential when your Form in Kajabi is submitted:

For the Action App & Event: 2. Do this...

• Select Accredible Certificates for the App.
• Select Create Credential for the Action Event.
• Click Continue:

Zapier will ask you to connect your Accredible account in the next step if it isn't already connected. Select Sign in to Accredible. Then, paste your Accredible API into the popup. Learn to find your Integration API

Then, click Continue to set up your Accredible Action Event.

Customize Credential:

• In the Cohort Name field, select the name of your group created in Step 2 of creating your certificate group:

Proceed through the Customize Credential step by matching each variable to the appropriate Kajabi data. 

• In the Name field, select First Name (or Name if you wish to display the full name).
• In the Recipient Email field, select the Email data.
• In the Course Name field, enter the name of your Product or the achievement the certificate is for.
• In the Course Description field, type a brief description for the Product or achievement. 
• (optional step) If you have any additional attributes set up in your Accredible certificate, match the attribute to the data pulled from your Form in Kajabi.

After completing this part of the setup, your fields should look similar to the screenshot below:

• Then, in the Publish Credential field, be sure to select True to publish your credential when the Form is submitted:

• Once you have completed the setup, click Continue.

Zapier will create a new credential in your Accredible account as a test.

The Test Certificate will pull data from the Trigger App Test according to your Accredible set up.

Navigate to your Accredible account and open Credentials to view the Test Credential:

Step 4. Turn on your Zap

After successfully testing your Zap, be sure to turn your Zap On:

Turning on your Zap will finalize and enable the connection between Kajabi and Accredible to ensure that your future Form Submissions in the final Product Post of your Product receive their published certificate.

Remember, you can always return to the Zap to modify your setup.