Cocosign + Kajabi

Cocosign + Kajabi integrations

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.

When this happens...
New PurchaseTriggers when an offer is purchased.
TriggerInstant
automatically do this!
Create a Document From TemplatesTriggers when you send out a new signature request.
ActionWrite

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More things you can do with Kajabi and Cocosign

Discover other triggers and actions you can use with Kajabi and Cocosign

- Site
  Required
- Assessment
  Required
Trigger
Instant
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- Site
  Required
Trigger
Instant
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- Site
  Required
- Offer
Trigger
Instant
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- Tag
- Site
  Required
Trigger
Instant
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- Site
  Required
- Form
  Required
Action
Write

Document Completed
Triggers when all signing parties have signed the document.
Trigger
Instant
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Document Declined
Triggers when any signing party declines to sign your document.
Trigger
Instant
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Access Blocked
Triggers when signers were denied access to the documents because they entered the wrong authentication code three times in a row.
Trigger
Instant
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Document Viewed
Triggers when your document is viewed by your signer.
Trigger
Instant
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Create a Document From Templates
Create a new document from your pre-created templates and send it out for signatures.
Action
Write

- Site
  Required
- Form
  Required
Trigger
Instant
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- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
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- Site
  Required
- Offer
  Required
- Member Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site ID
  Required
- Offer ID
  Required
- External User ID
  Required
Action
Write
Document Sent
Triggers when you send out a new signature request.
Trigger
Instant
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Document Expired
Triggers when the document is expired.
Trigger
Instant
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New Signature Request
Triggers when you receive a document to fill out and sign.
Trigger
Instant
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Document Voided
Triggers when the document is voided.
Trigger
Instant
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About Cocosign

CocoSign is an easy, affordable alternative to DocuSign, helping SMBs and professionals streamline eSignature workflows immensely and sign contracts 5x faster.

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Related categories

Documents

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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Related categories

eCommerce

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