ConvertKit + Kajabi + DocuSign Integrations

How to connect ConvertKit + Kajabi + DocuSign

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Do even more with ConvertKit + Kajabi + DocuSign

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 ConvertKit, Kajabi, and DocuSign. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- SequenceRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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- FormRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
- Optin to Sequence
  If this form has a sequence attached to it, would you like the subscriber to be opted into the sequence?
Action
Write
- SequenceRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
Action
Write

- Subscriber EmailRequired
- TagRequired
Action
Write
- Api Docs Info
  API docs for ConvertKit are located here http://developers.convertkit.com/#api-basics
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- SiteRequired
  Choose the site that the assessment will come from.
- AssessmentRequired
Trigger
Instant
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- SiteRequired
  Choose the site that the purchases will come from.
- Offer
  Leave blank if you want to trigger this for all offers.
Trigger
Instant
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- Tag
- SiteRequired
  Choose the site that the form submission will come from.
Trigger
Instant
Try It
- SiteRequired
- FormRequired
Action
Write
- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
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- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
Try It
- Transaction IDRequired
  A unique ID for the transaction (ie. Purchase ID or Invoice ID). If a purchase with this Transaction ID already exists, it will be updated.
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- Subtotal
- Tax
- Shipping
- Discount
  Discount amount applied to the purchase in your currency.
- Total
- Currency
  3 letter currency code, default USD.
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
  Unique identifier of this product
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Email AddressRequired
Action
Search
- SiteRequired
  Choose the site that the form submission will come from.
- FormRequired
Trigger
Instant
Try It
- SiteRequired
  Choose the site that the form submission will come from.
- Tag
Trigger
Instant
Try It
- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
  An ID to uniquely identify the user. This is used to grant or revoke access later.
- Send Offer Grant Email?
  Send member an Offer Grant Confirmation email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
  The ID that was sent when granting access to this offer.
Action
Write
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write

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How ConvertKit + Kajabi + DocuSign Integrations Work

Step 1: Authenticate ConvertKit, Kajabi, and DocuSign.
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.

Connect apps

Connect ConvertKit + Kajabi + DocuSign

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.