Formstack Documents + Kajabi

Formstack Documents + Kajabi integrations

Create document merges in Formstack Documents when new assessments are completed in Kajabi

Automate your document creation process with this efficient workflow. Whenever an assessment is completed in Kajabi, a new merged document is instantly created in Formstack Documents. This automation not only saves time but also keeps your documentation process streamlined and organized, ensuring no detail is missed from your Kajabi assessments.

When this happens...
Assessment CompletedTrigger when someone completes an assessment.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Kajabi and Formstack Documents

Discover other triggers and actions you can use with Kajabi and Formstack Documents

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

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write

- Document
  Required
- Download File
Action
Write

- Site
  Required
- Form
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
Try It
- 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
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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

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