Kajabi + Xodo Sign

Kajabi + Xodo Sign integrations

Create Xodo Sign templates from new Kajabi purchases for easy document management

Effortlessly manage your online sales by connecting Kajabi and Xodo Sign with this seamless workflow. When a new purchase is made in Kajabi, a template will be prepared for you to use in Xodo Sign, ensuring a smooth process for document signing and saving you time. Stay organized and efficient as your business grows with this simple yet powerful automation.

When this happens...
New PurchaseTriggers when an offer is purchased.
TriggerInstant
automatically do this!
Use TemplateSends a document created from a template in your eversign account.
ActionWrite

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More things you can do with Kajabi and Xodo Sign

Discover other triggers and actions you can use with Kajabi and Xodo Sign

- 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

Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company
- Phone Number
Action
Write

- Document Hash
  Required
- Include audit trail
  Required
Action
Search

- 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
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Polling
Try It
- Template
  Required
- Enable SMS Signer Authentication
- Sandbox
- Document Title
- Message
- Custom Requester Name
- Custom Requester Email
- Redirect URL After Signature
- Embedded Signing
- Require All Signers
- Automatic Reminders
Action
Write

About Kajabi

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

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About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

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Related categories

Signatures

Related Zap Templates

Grant access to new Kajabi offers when documents are completed in Xodo Sign

Create new Kajabi submissions when documents are completed in Xodo Sign

Add newly tagged Kajabi items to Xodo Sign templates effortlessly