eWaiverPro Digital Waivers + Zoho CRM

eWaiverPro Digital Waivers + Zoho CRM integrations

Create or update module entries in Zoho CRM for new waivers signed in eWaiverPro Digital Waivers

Use this Zap to effortlessly update your contacts in Zoho CRM. Whenever a client completes a new waiver in eWaiverPro, the details from the waiver will be used to either create a module entry or update an existing one in Zoho CRM.

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.
TriggerPolling
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with eWaiverPro Digital Waivers and Zoho CRM

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

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
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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It

New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It

- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- 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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About eWaiverPro Digital Waivers

eWaiverPro is a digital waiver system that automates and simplifies collecting electronic waivers and digital documents.

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Related categories

Scheduling & Booking

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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CRM (Customer Relationship Management)

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