Send envelopes using templates in Docusign when new payments occur in Kajabi
Streamline your document management process effortlessly with this workflow. When a new payment is registered in your Kajabi app, a document envelope will be sent out through Docusign, using a predefined template. This means no more time wasted manually sending out contracts or agreements every time a payment is made, improving your business's efficiency and productivity. It's a simple solution to a tedious task, making your payment process smoother than ever.
Streamline your document management process effortlessly with this workflow. When a new payment is registered in your Kajabi app, a document envelope will be sent out through Docusign, using a predefined template. This means no more time wasted manually sending out contracts or agreements every time a payment is made, improving your business's efficiency and productivity. It's a simple solution to a tedious task, making your payment process smoother than ever.
- When this happens...New Payment
Triggers when a new payment is completed.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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