Kajabi + Whole Practice

Kajabi + Whole Practice integrations

Assign new Kajabi form submissions to forms or questionnaires in Whole Practice

When a new form submission is detected in Kajabi, this workflow promptly assigns it as a form or questionnaire in Whole Practice. It's a sensible solution for professionals who wish to manage their incoming Kajabi submissions in a streamlined way. This automation ensures an efficient transfer of data, reducing your workload and bolstering your productivity.

When this happens...
New Form SubmissionTriggers when a form is submitted.
TriggerInstant
automatically do this!
Assign Form or QuestionnaireAssign a Form or Questionnaire to a new or existing client for them to complete.
ActionWrite

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More things you can do with Kajabi and Whole Practice

Discover other triggers and actions you can use with Kajabi and Whole Practice

- 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

Completed Form or Questionnaire
Triggers when a client completes a form or questionnaire.
Trigger
Instant
Try It
New Client Added
Triggers when a new client is added.
Trigger
Instant
Try It

- 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
New Appointment Booked
Triggers when a new appointment is booked in Whole Practice.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Form/Questionnaire
  Required
- Send Email Notification
  Required
Action
Write

About Kajabi

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

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About Whole Practice

Whole Practice is a full practice management platform for Wellness Professionals.

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Related categories

CRM (Customer Relationship Management)