DocuSign + Kajabi + SimpleTexting Integrations

How to connect DocuSign + Kajabi + SimpleTexting

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Do even more with DocuSign + Kajabi + SimpleTexting

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

Supported triggers and actions

What does this mean?

- 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
Try It
- 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
- SiteRequired
  Choose the site that the assessment will come from.
- AssessmentRequired
Trigger
Instant
Try It
- SiteRequired
  Choose the site that the purchases will come from.
- Offer
  Leave blank if you want to trigger this for all offers.
Trigger
Instant
Try It
- Tag
- SiteRequired
  Choose the site that the form submission will come from.
Trigger
Instant
Try It

- SiteRequired
- FormRequired
Action
Write
- Account phone
  Requests will come exclusively for the specified account phone number.
- Contact phone
  Requests will come exclusively for the specified contact's phone number
Trigger
Instant
Try It

- Account phone
  Requests will come exclusively for the specified account phone number.
- Contact phone
  Requests will come exclusively for the specified contact's phone number
Trigger
Instant
Try It
- Contact phone
  Requests will come exclusively for the specified contact's phone number
Trigger
Instant
Try It
- Phone numberRequired
  The contact's 10 digit number
Action
Write
- Account phone
  The account phone to send from. If this field is left blank, the primary account number will be used as a default
- Contact phoneRequired
  The contact's phone to send to
- Message mode
  Determines how your message will be presented. AUTO is the default value for this field
- Text bodyRequired
Action
Write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- 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
- 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
- Account phone
  Requests will come exclusively for the specified account phone number.
- Contact phone
  Requests will come exclusively for the specified contact's phone number
Trigger
Instant
Try It
- Account phone
  Requests will come exclusively for the specified account phone number.
- Contact phone
  Requests will come exclusively for the specified contact's phone number
Trigger
Instant
Try It
- List name
- Phone numberRequired
  A 10 digit phone number to send messages to (US & CA only)
- First name
- Last name
- Email
- Notes
  The contact's notes
- Birthday
Action
Write
- TitleRequired
- List names
- Segment names
- Account phone
  The account phone to send from. If this field is left blank, the primary account number will be used as a default
- Message mode
  Determines how your message will be presented. AUTO is the default value for this field
- Text bodyRequired
- Unsubscribe text
  Custom unsubscribe message is appended to the message text. If not specified, a default message will be appended
Action
Write

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How DocuSign + Kajabi + SimpleTexting Integrations Work

Step 1: Authenticate DocuSign, Kajabi, and SimpleTexting.
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 DocuSign + Kajabi + SimpleTexting

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

About Kajabi

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

Related categories

eCommerce

Similar apps

WooCommerce

eCommerce, WordPress

Gumroad

eCommerce

Simplero

Online Courses

About SimpleTexting

SimpleTexting is a text messaging platform that helps you reach your customers using one of the most effective channels: their text inbox. Send promotions, alerts, polls or reminders to your entire list in a matter of seconds.

Related categories

Phone & SMS

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DocuSign + Kajabi + SimpleTexting Integrations

How to connect DocuSign + Kajabi + SimpleTexting

Do even more with DocuSign + Kajabi + SimpleTexting

Envelope Sent or Completed

Status

Download form data?

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

Assessment Completed

SiteRequired

AssessmentRequired

New Purchase

SiteRequired

Offer

Tag Removed

Tag

SiteRequired

Create Form Submission

SiteRequired

FormRequired

Outgoing Message Delivery Report

Account phone

Contact phone

Outgoing Message Non Delivered Report

Account phone

Contact phone

Unsubscribe Report

Contact phone

Remove a Contact

Phone numberRequired

Send a Message

Account phone

Contact phoneRequired

Message mode

Text bodyRequired

New Folder

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Form Submission

SiteRequired

FormRequired

Tag Added

SiteRequired

Tag

Grant Access to an Offer

SiteRequired

OfferRequired

Member NameRequired

EmailRequired

External User IDRequired

Send Offer Grant Email?

Revoke Access to an Offer

Site IDRequired

Offer IDRequired

External User IDRequired

New Incoming Message

Account phone

Contact phone

New Outgoing Message

Account phone

Contact phone

Create/Update a Contact

List name

Phone numberRequired

First name

Last name

Email

Notes

Birthday