Create documents from templates in Cocosign for new Kajabi purchases
Effortlessly generate and organize documents for every new purchase on your Kajabi platform with this workflow. When a customer makes a purchase, a document will be created from your chosen template in the Cocosign app. Save valuable time and streamline your sales paperwork process with this seamless automation.
Effortlessly generate and organize documents for every new purchase on your Kajabi platform with this workflow. When a customer makes a purchase, a document will be created from your chosen template in the Cocosign app. Save valuable time and streamline your sales paperwork process with this seamless automation.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Create a Document From Templates
Triggers when you send out a new signature request.
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