Send documents from template in BoldSign when new payments occur in Kajabi
Streamline your document sending process with this convenient workflow. When a new payment occurs in Kajabi, a specific document is promptly sent from a template in BoldSign. This not only saves time but ensures immediate response in your billing processes, leading to enhanced customer satisfaction.
Streamline your document sending process with this convenient workflow. When a new payment occurs in Kajabi, a specific document is promptly sent from a template in BoldSign. This not only saves time but ensures immediate response in your billing processes, leading to enhanced customer satisfaction.
- When this happens...New Payment
Triggers when a new payment is completed.
 - automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
 
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