Kajabi + PandaDoc

Grant access to Kajabi offers when new PandaDoc documents are completed

Effortlessly manage your e-learning business with this seamless workflow. Once a document is completed in PandaDoc, it will initiate an immediate response to grant access to an offer in Kajabi. This one-step process eliminates manual data entry and ensures quick and accurate updates for your online courses. Boost efficiency and productivity for your online business using this simple yet powerful automation.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
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

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- SiteRequired
- AssessmentRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- Tag
- SiteRequired
Trigger
Instant
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- SiteRequired
- FormRequired
Action
Write

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- SiteRequired
- FormRequired
Trigger
Instant
Try It
- SiteRequired
- Offer
Trigger
Instant
Try It
- SiteRequired
- Tag
Trigger
Instant
Try It
- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
Action
Write

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Related categories

eCommerce

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more