DocuSign + Kajabi Integrations

How to connect DocuSign + Kajabi

Zapier lets you send info between DocuSign and Kajabi automatically—no code required.

When this happens...

Envelope Sent or Completed

Triggers 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.

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Create Form Submission

Submits a Form on behalf of a contact. This will opt in the contact for email marketing.

Supported triggers and actions

What does this mean?

Envelope Sent or Completed
Triggers 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
Scheduled
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Create Signature Request
Creates a signature request.
Action
Write
Assessment Completed
Trigger when someone completes an assessment.
Trigger
Instant
New Form Submission
Triggers when a form is submitted.
Trigger
Instant

New Purchase
Triggers when an offer is purchased.
Trigger
Instant
Tag Added
Triggers when a tag is added to a contact.
Trigger
Instant

Tag Removed
Triggers when a tag is removed from a contact.
Trigger
Instant

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 + 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.