Create documents and send role-based invites in SignNow for new Kajabi purchases
Streamline your sales process by automating document creation and requests for signature with this Kajabi and SignNow workflow. Whenever a new purchase is made in Kajabi, a document will be created from a template and a role-based invite will be sent to the signatory in SignNow. This seamless automation saves time, ensures a professional and efficient process, and helps you close deals faster.
Streamline your sales process by automating document creation and requests for signature with this Kajabi and SignNow workflow. Whenever a new purchase is made in Kajabi, a document will be created from a template and a role-based invite will be sent to the signatory in SignNow. This seamless automation saves time, ensures a professional and efficient process, and helps you close deals faster.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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