Docupilot + Kajabi
Create documents in Docupilot for every completed assessment in Kajabi
Whenever a new assessment is completed in Kajabi, create a corresponding document instantly in Docupilot. Streamline your workflow with this setup, removing the need to manually transfer assessment data between systems. Enhance productivity and ensure important data is recorded accurately and efficiently.
Whenever a new assessment is completed in Kajabi, create a corresponding document instantly in Docupilot. Streamline your workflow with this setup, removing the need to manually transfer assessment data between systems. Enhance productivity and ensure important data is recorded accurately and efficiently.
- When this happens...Assessment Completed
Trigger when someone completes an assessment.
- automatically do this!Create Document
Creates a new document from a specified template.
- Free forever for core features
- 14 day trial for premium features & apps
About Docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Related categories
About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
