Formstack Documents + Kajabi
Create document merges in Formstack Documents when new assessments are completed in Kajabi
Automate your document creation process with this efficient workflow. Whenever an assessment is completed in Kajabi, a new merged document is instantly created in Formstack Documents. This automation not only saves time but also keeps your documentation process streamlined and organized, ensuring no detail is missed from your Kajabi assessments.
Automate your document creation process with this efficient workflow. Whenever an assessment is completed in Kajabi, a new merged document is instantly created in Formstack Documents. This automation not only saves time but also keeps your documentation process streamlined and organized, ensuring no detail is missed from your Kajabi assessments.
- When this happens...Assessment Completed
Trigger when someone completes an assessment.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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