WaiverFile + Signpost Integrations
How to connect WaiverFile + Signpost
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Edit EventTriggers when an event is edited.Trigger- Edit WaiverTriggers when changes are made to an existing waiver. Original waivers are always retained within WaiverFile.Trigger
- New EventTriggers when a new event is created.Trigger
- New WaiverTriggers when a new waiver is collected.Trigger
- Create EventCreates a new event in WaiverFile.Action
Create AppointmentAdd an Appointment to a Contact, automatically creating a new Contact if it does not already exist.Action- Create or Update ContactCreates a Contact, or updates the Contact if it already exists.Action
- Create Email InteractionAdd an Email Interaction to a Contact, automatically creating a new Contact if it does not already exist.Action
- Signpost
Creates an Estimate for a Contact, or updates the Estimate if it already exists. Automatically creates a new Contact if it does not already exist.
Scheduled
Action
- Signpost
Creates a Job for a Contact, or updates the Job if it already exists. Automatically creates a new Contact if it does not already exist.
Scheduled
Action
- Signpost
Add a Phone Call Interaction to a Contact, automatically creating a new Contact if it does not already exist.
Scheduled
Action
- Signpost
Add a Transaction to a Contact, automatically creating a new Contact if it does not already exist.
Scheduled
Action
How WaiverFile + Signpost Integrations Work
- Step 1: Authenticate WaiverFile and Signpost.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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