Grant access to new Kajabi offers when documents are completed in Xodo Sign
This workflow kicks into action once a document is completed in the Xodo Sign app, granting access to an offer in the Kajabi app. It's perfectly suited for businesses wanting to streamline document approvals and unlock educational content for their clients. Make your processes efficient and let your teams focus on the tasks that truly require their attention.
This workflow kicks into action once a document is completed in the Xodo Sign app, granting access to an offer in the Kajabi app. It's perfectly suited for businesses wanting to streamline document approvals and unlock educational content for their clients. Make your processes efficient and let your teams focus on the tasks that truly require their attention.
- When this happens...Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Grant Access to an Offer
Grants a new or existing member access to an Offer and its Products.
- Free forever for core features
- 14 day trial for premium features & apps
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
SiteRequired
FormRequired
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Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
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
SiteRequired
AssessmentRequired
Try ItSiteRequired
Offer
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