Kajabi + Xodo Sign

Create Xodo Sign templates from new Kajabi purchases for easy document management

Effortlessly manage your online sales by connecting Kajabi and Xodo Sign with this seamless workflow. When a new purchase is made in Kajabi, a template will be prepared for you to use in Xodo Sign, ensuring a smooth process for document signing and saving you time. Stay organized and efficient as your business grows with this simple yet powerful automation.

When this happens...
New Purchase
Triggers when an offer is purchased.
TriggerInstant
automatically do this!
Use Template
Sends a document created from a template in your eversign account.
ActionWrite

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Supported triggers and actions

- SiteRequired
- AssessmentRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- SiteRequired
- Tag
Trigger
Instant
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- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
Action
Write

Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Scheduled
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- TemplateRequired
- Enable SMS Signer Authentication
- Sandbox
- Document Title
- Message
- Custom Requester Name
- Custom Requester Email
- Redirect URL After Signature
- Embedded Signing
- Require All Signers
- Automatic Reminders
Action
Write

- SiteRequired
- FormRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
Try It
- Tag
- SiteRequired
Trigger
Instant
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- SiteRequired
- FormRequired
Action
Write
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Trigger
Scheduled
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
Action
Write
- Document HashRequired
- Include audit trailRequired
Action
Search