Create documents from templates in Google Docs for new Kajabi purchases
Streamline your sales process by instantly generating personalized documents for each new purchase in Kajabi. With this workflow, whenever a new purchase is made in Kajabi, a document will be created in Google Docs using your preferred template. Say goodbye to manual document creation and save time for focusing on growing your business.
Streamline your sales process by instantly generating personalized documents for each new purchase in Kajabi. With this workflow, whenever a new purchase is made in Kajabi, a document will be created in Google Docs using your preferred template. Say goodbye to manual document creation and save time for focusing on growing your business.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Create Document from Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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