Kajabi + PandaDoc

Create new PandaDoc documents when new tags are added in Kajabi

Automate your document creation process with this workflow. When a new tag is added in Kajabi, a document is instantly generated in PandaDoc. This seamless integration helps you save time and streamlines your administrative duties. Run your online business more efficiently with this real-time automation.

When this happens...
Tag Added
Triggers when a tag is added to a contact.
TriggerInstant
automatically do this!
Create Document
Create a document from a template.
ActionWrite

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Supported triggers and actions

- SiteRequired
- AssessmentRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- Tag
- SiteRequired
Trigger
Instant
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- SiteRequired
- FormRequired
Action
Write

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search

- SiteRequired
- FormRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
Try It
- SiteRequired
- Tag
Trigger
Instant
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- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
Action
Write
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

About Kajabi

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

Related categories

eCommerce

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more