Kajabi + PandaDoc
Create documents in PandaDoc for completed assessments in Kajabi
Save time and streamline your workflow by automating the creation of PandaDoc documents whenever an assessment is completed in Kajabi. With this integration, you can ensure important information from completed assessments is quickly added to newly created documents in PandaDoc, eliminating manual data entry and speeding up your document generation process. Boost efficiency by connecting Kajabi and PandaDoc to automate this essential task.
Save time and streamline your workflow by automating the creation of PandaDoc documents whenever an assessment is completed in Kajabi. With this integration, you can ensure important information from completed assessments is quickly added to newly created documents in PandaDoc, eliminating manual data entry and speeding up your document generation process. Boost efficiency by connecting Kajabi and PandaDoc to automate this essential task.
- When this happens...Assessment Completed
Trigger when someone completes an assessment.
- automatically do this!Create Document
Create a document from a template.
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