Skip to content
Log inSign up
Templates
Create client profile in TrueCoach, and send waiver for signature in DocuSign when purchase is made in Kajabi

Create client profile in TrueCoach, and send waiver for signature in DocuSign when purchase is made in Kajabi

Create new client profiles in TrueCoach and send waiver requests via DocuSign when a purchase is made in Kajabi. This accelerates client onboarding and ensures all necessary documentation is completed promptly.

Create client profile in TrueCoach, and send waiver for signature in DocuSign when purchase is made in Kajabi

Workflow preview:

Zap details:

Overview

Create new client profiles in TrueCoach and send waiver requests via DocuSign when a purchase is made in Kajabi. This accelerates client onboarding and ensures all necessary documentation is completed promptly.

Create client profile in TrueCoach, and send waiver for signature in DocuSign when purchase is made in Kajabi