How to connect DocuSign + Kajabi
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- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- Assessment CompletedTrigger when someone completes an assessment.Trigger
- New Form SubmissionTriggers when a form is submitted.Trigger
- New PurchaseTriggers when an offer is purchased.Trigger
- Tag AddedTriggers when a tag is added to a contact.Trigger
- Tag RemovedTriggers when a tag is removed from a contact.Trigger
- Kajabi
Grants a new or existing member access to an Offer and its Products.
Scheduled
Action
- Kajabi
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
Scheduled
Action
- Kajabi
Revokes access to an offer from the specified member.
Scheduled
Action
How DocuSign + Kajabi Integrations Work
- Step 1: Authenticate DocuSign and Kajabi.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.
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