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Kajabi + Xodo Sign

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.

  1. When this happens...
    Xodo SignXodo Sign
    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    TriggerScheduled
  2. automatically do this!
    KajabiKajabi
    Grant Access to an Offer

    Grants a new or existing member access to an Offer and its Products.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Xodo Sign triggers, actions, and search

    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Company

    • Phone Number

    Action
    Write
    • Document HashRequired

    • Include audit trailRequired

    Action
    Search
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
  • Xodo Sign triggers, actions, and search

    Document Sent

    Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

    Trigger
    Scheduled
    Try It
    • TemplateRequired

    • 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
    • SiteRequired

    • AssessmentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
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