Manage new signees in Otter Waiver by creating persons in ABC GymSales
Easily streamline your client on-boarding process with this automated workflow. Whenever a new signee is added in your Otter Waiver app, their information is transferred to ABC GymSales app to create a new client profile. This automation saves you time on data entry, ensuring a smooth introduction for your clients into your gym membership system.
Easily streamline your client on-boarding process with this automated workflow. Whenever a new signee is added in your Otter Waiver app, their information is transferred to ABC GymSales app to create a new client profile. This automation saves you time on data entry, ensuring a smooth introduction for your clients into your gym membership system.
- When this happens...New Signee
Triggers when a new signee is created.
- automatically do this!Create Person
Creates a new person.
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Waiver
Try ItPerson_idRequired
Tag NameRequired
DescriptionRequired
Person IDRequired
Mobile PhoneRequired
Waiver
Try ItPerson_idRequired
TypeRequired
Kind CodeRequired
StartRequired
Complete
Duration
Name
EmailRequired
CompanyRequired
Full Name
First Name
Last Name
Mobile Phone Number
Email Address
Home Phone Number
Work Phone Number
Address
City
State
Zip
Contact MethodRequired
Marketing Source
Tag List
Notes
Gender
Birthday
Referred by Name
Salesperson Name
Referred by Phone Number
Referred by Email
External ID
SMS Opted Out
Email Opted out
WhatsApp Opted Out