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Quickly connect Docusign to Kajabi with a Zapier template.

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Create DocuSign signature requests when new tags are added in Kajabi
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Kajabi + Docusign
Create signature requests in DocuSign for new purchases in Kajabi
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Kajabi + Docusign
Create Kajabi form submissions for newly sent or completed DocuSign envelopes
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Docusign + Kajabi
Create DocuSign api requests when new Kajabi assessments are completed
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Kajabi + Docusign
Generate DocuSign signature requests from new Kajabi form submissions
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Kajabi + Docusign
Send envelopes using template in DocuSign for new purchases in Kajabi
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Kajabi + Docusign

Create DocuSign signature requests when new tags are added in Kajabi

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Kajabi + Docusign

Create signature requests in DocuSign for new purchases in Kajabi

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Kajabi + Docusign

Create Kajabi form submissions for newly sent or completed DocuSign envelopes

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Docusign + Kajabi

Create DocuSign api requests when new Kajabi assessments are completed

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Kajabi + Docusign

Generate DocuSign signature requests from new Kajabi form submissions

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Kajabi + Docusign

Send envelopes using template in DocuSign for new purchases in Kajabi

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Kajabi + Docusign

Update envelope statuses in DocuSign and grant access to offers in Kajabi
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Docusign + Kajabi
Send envelopes using template in DocuSign when new tags are added in Kajabi
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Kajabi + Docusign

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Grant Access to an Offer" in Kajabi.

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Zapier seamlessly connects Docusign and Kajabi, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
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- Events to Monitor
  Required
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Envelope Corrected
Triggers when an envelope is corrected.
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Envelope Declined
Triggers when an envelope is declined.
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Instant
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Envelope Delivered
Triggers when an envelope is delivered.
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Envelope Purge
Triggers when an envelope is purged.
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Envelope Sent
Triggers when an envelope is sent.
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Instant
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Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
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Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
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Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
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Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
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Instant
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Template Created
Triggers when a template is created.
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Instant
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Template Modified
Triggers when a template is modified.
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Instant
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
- Site
  Required
- Assessment
  Required
Trigger
Instant
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- Site
  Required
Trigger
Instant
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- Site
  Required
- Offer
Trigger
Instant
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- Tag
- Site
  Required
Trigger
Instant
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- Site
  Required
- Form
Action
Write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
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Instant
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Envelope Resent
Triggers when an envelope is resent.
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Instant
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Envelope Voided
Triggers when an envelope is voided.
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Instant
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Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
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Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
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Instant
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Recipient Declined
Triggers when a recipient declined to sign.
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Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
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Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
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Instant
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Template Deleted
Triggers when a template is deleted.
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Instant
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
  Required
- Form
Trigger
Instant
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- Site
  Required
- Offer
Trigger
Instant
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- Site
  Required
- Tag
Trigger
Instant
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- Site
  Required
- Offer
- List Name
  Required
- Email
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site
  Required
- Offer
- External User ID
  Required
Action
Write

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Connect Docusign and Kajabi to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Docusign on the Zapier blog

Learn how to automate Kajabi on the Zapier blog

Make work flow with AI

Level up your Docusign to Kajabi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Docusign + Kajabi integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Kajabi

How can I integrate Docusign with Kajabi?

You can integrate Docusign with Kajabi using our platform to automate workflows. By setting up a trigger in Docusign, such as when a document is completed, you can have an action in Kajabi that enrolls the signer into a course or sends them automated follow-up emails.

What triggers are available for Docusign in the integration?

In the integration, triggers from Docusign include events such as when an envelope is completed, a recipient views or signs a document. These triggers can be used to initiate actions in Kajabi.

What actions can be performed in Kajabi through this integration?

Through our integration, actions in Kajabi that can be triggered by Docusign events include enrolling users into courses, adding contacts to email sequences, and tagging contacts for personalized marketing efforts.

Is there a limit on how many times the integration between Docusign and Kajabi can run?

There is no fixed limit inherently set by us for running integrations between Docusign and Kajabi; however, specific plan limits may apply based on your subscription tier with us.

Do I need any coding skills to set up the integration between Docusign and Kajabi?

No coding skills are required. Our user-friendly interface allows you to set up integrations using simple drag-and-drop tools and predefined templates that guide you through the process step-by-step.

Can I test the integration before going live?

Yes, we offer testing capabilities within our platform so you can ensure your integration between Docusign and Kajabi works as expected before activating it live.

What should I do if my integration between Docusign and Kajabi isn't working properly?

If you encounter issues with your integration, first check your trigger configurations and ensure that both your Docusign and Kajabi accounts are properly linked. If problems persist, our support team is available to assist you further.

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn moreLearn moreHelpHelp

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About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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Online Courses

Connect Docusign to Kajabi on the world's largest no-code automation platform

Explore Docusign + Kajabi Integrations

google-sheets

Connect Docusign and Kajabi to unlock the power of automation

Set up your first integration

Create DocuSign signature requests when new tags are added in Kajabi

Create signature requests in DocuSign for new purchases in Kajabi

Create Kajabi form submissions for newly sent or completed DocuSign envelopes

Create DocuSign api requests when new Kajabi assessments are completed

Generate DocuSign signature requests from new Kajabi form submissions

Send envelopes using template in DocuSign for new purchases in Kajabi

Create DocuSign signature requests when new tags are added in Kajabi

Create signature requests in DocuSign for new purchases in Kajabi

Create Kajabi form submissions for newly sent or completed DocuSign envelopes

Create DocuSign api requests when new Kajabi assessments are completed

Generate DocuSign signature requests from new Kajabi form submissions

Send envelopes using template in DocuSign for new purchases in Kajabi

Update envelope statuses in DocuSign and grant access to offers in Kajabi

Send envelopes using template in DocuSign when new tags are added in Kajabi

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Docusign and Kajabi to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Learn how to automate Kajabi on the Zapier blog

4 Kajabi integration ideas to automate your online courses

Make work flow with AI

Frequently Asked Questions about Docusign + Kajabi integrations

Connect Docusign to Kajabi on the world's largest no-code automation platform

Explore Docusign + Kajabi Integrations

Explore Docusign + Kajabi Integrations