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eWaiverPro Digital Waivers + Pipedrive

eWaiverPro Digital Waivers + Pipedrive

eWaiverPro Digital Waivers + Pipedrive integrations

Create persons in Pipedrive for new waivesr completed in eWaiverPro Digital Waivers

Keep your contact details up to date with this Zap, no manual updates required. As a waiver is signed in eWaiverPro, a new "Person" will be automatically created inside of Pipedrive, along with the details from their waiver.

  1. When this happens...
    eWaiver Signed (For All eWaiver Templates)
    eWaiver Signed (For All eWaiver Templates)
    eWaiver Signed (For All eWaiver Templates)Triggers when a participant signs any of your eWaiver templates. This will send only common data used across all your templates, so use this option to send basic data to another application.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with eWaiverPro Digital Waivers and Pipedrive

Discover other triggers and actions you can use with eWaiverPro Digital Waivers and Pipedrive

  • eWaiverPro Digital Waivers triggers, actions, and search
    eWaiver Signed (For All eWaiver Templates)

    Triggers when a participant signs any of your eWaiver templates. This will send only common data used across all your templates, so use this option to send basic data to another application.

    Trigger
    Polling
    Try It
  • eWaiverPro Digital Waivers triggers, actions, and search
    Send eWaiver Link

    Triggers after a new reservation or appointment synced with eWaiverPro. You would use this to send customized "Please Sign Your eWaiver" notifications using other platforms; such as MailChimp, Constant Contact or Twilio.

    Trigger
    Polling
    Try It
    • Booking Number
      Required
    Action
    Write
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • eWaiver Template
      Required
    Trigger
    Polling
    Try It
    • Booking/Order Number
      Required
    • Booking/Event Name
      Required
    • Start Time
      Required
    • End Time
    • Customer Name
      Required
    • Customer Email
      Required
    • Customer Phone
    • Group Size or # of Participants
      Required
    Action
    Write
    • Booking/Order Number
      Required
    • Booking/Event Name
      Required
    • Start Time
      Required
    • End Time
    • Customer Name
    • Customer Email
      Required
    • Customer Phone
    • No of Participants
    Action
    Write
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About eWaiverPro Digital Waivers
eWaiverPro is a digital waiver system that automates and simplifies collecting electronic waivers and digital documents.
Related categories
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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