Kajabi + Whole Practice
Assign new Kajabi form submissions to forms or questionnaires in Whole Practice
When a new form submission is detected in Kajabi, this workflow promptly assigns it as a form or questionnaire in Whole Practice. It's a sensible solution for professionals who wish to manage their incoming Kajabi submissions in a streamlined way. This automation ensures an efficient transfer of data, reducing your workload and bolstering your productivity.
When a new form submission is detected in Kajabi, this workflow promptly assigns it as a form or questionnaire in Whole Practice. It's a sensible solution for professionals who wish to manage their incoming Kajabi submissions in a streamlined way. This automation ensures an efficient transfer of data, reducing your workload and bolstering your productivity.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Assign Form or Questionnaire
Assign a Form or Questionnaire to a new or existing client for them to complete.
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