Tag a new member in Kajabi, send coaching agreement in Docusign, update contact in SimpleTexting, and notify in Slack

Initiate your client onboarding process by sending a coaching agreement for signature via DocuSign, updating contact information in SimpleTexting, and notifying your team in Slack when a new member is tagged in Kajabi.

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Overview

Initiate your client onboarding process by sending a coaching agreement for signature via DocuSign, updating contact information in SimpleTexting, and notifying your team in Slack when a new member is tagged in Kajabi.

Tag a new member in Kajabi, send coaching agreement in Docusign, update contact in SimpleTexting, and notify in Slack