Send DocuSign envelopes using documents from new Kajabi form submissions
Streamline your document management on both Kajabi and DocuSign. Whenever you get a new form submission in Kajabi, this automation workflow takes care of preparing an envelope to send in DocuSign. This helps you respond quickly and get the necessary documents out for signature, allowing you to focus more on your tasks and less on manual work.
Streamline your document management on both Kajabi and DocuSign. Whenever you get a new form submission in Kajabi, this automation workflow takes care of preparing an envelope to send in DocuSign. This helps you respond quickly and get the necessary documents out for signature, allowing you to focus more on your tasks and less on manual work.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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