Docusign + Kajabi
Create Kajabi form submissions for newly sent or completed DocuSign envelopes
Streamline your document signing and form submission process with this efficient workflow. When an envelope is sent or completed in DocuSign, a form submission is created in Kajabi, keeping your data organized and saving valuable time. This easy-to-implement solution helps you manage documents and submissions seamlessly.
Streamline your document signing and form submission process with this efficient workflow. When an envelope is sent or completed in DocuSign, a form submission is created in Kajabi, keeping your data organized and saving valuable time. This easy-to-implement solution helps you manage documents and submissions seamlessly.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Create Form Submission
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
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