eWaiverPro Digital Waivers + Salesforce
Create new Salesforce contacts from signed eWaiverPro Digital Waivers templates
Improve your Salesforce contact list by automating the process with eWaiverPro Digital Waivers. With this workflow, every time a new eWaiver is signed in eWaiverPro, a contact is created in Salesforce. Stay up-to-date with your participants without the added manual labour - it saves time and reduces the risk of errors. Simplify your data management tasks, keeping your focus on expanding your business.
Improve your Salesforce contact list by automating the process with eWaiverPro Digital Waivers. With this workflow, every time a new eWaiver is signed in eWaiverPro, a contact is created in Salesforce. Stay up-to-date with your participants without the added manual labour - it saves time and reduces the risk of errors. Simplify your data management tasks, keeping your focus on expanding your business.
- When this happens...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.
- automatically do this!Create Contact
Creates a new contact.
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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.
Try ItSend 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.
Try ItBooking NumberRequired
New Case Attachment
Triggers when a new Attachment is added to a case.
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eWaiver TemplateRequired
Try ItBooking/Order NumberRequired
Booking/Event NameRequired
Start TimeRequired
End Time
Customer NameRequired
Customer EmailRequired
Customer Phone
Group Size or # of ParticipantsRequired
Booking/Order NumberRequired
Booking/Event NameRequired
Start TimeRequired
End Time
Customer Name
Customer EmailRequired
Customer Phone
No of Participants
New Contact
Triggers when a new Contact is created.
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