WaiverForever + Zoho CRM

"create or update Zoho CRM module entries when new waivers are submitted in WaiverForever"

Streamline your customer management process with this easy workflow. Whenever a new waiver is submitted through WaiverForever, it instantly updates the corresponding module entry in Zoho CRM. This eliminates manual data entry and ensures your CRM is always up-to-date with the latest customer information. Improve efficiency in your business operations with this seamless integration.

When this happens...
New Waiver Submitted
Triggers when a signed waiver has been submitted.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
- Request Group NameRequired
- Request Group SizeRequired
- Request Group Note
- Request Group TypeRequired
- Recipient ListRequired
- Email NoteRequired
- Reply To EmailRequired
- Expires in (seconds)
Action
Write
- TemplateRequired
- Expires in (seconds)
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

- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
- Request Group NameRequired
- Request Group SizeRequired
- Request Group Note
- Request Group TypeRequired
Action
Write
- TemplateRequired
- Expires in (seconds)
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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About WaiverForever

WaiverForever is the ultimate digital waiver and business management solution, perfect for businesses of all sizes across all industries.

Learn more

Related categories

Documents

About Zoho CRM

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

Learn more

WaiverForever + Zoho CRM

"create or update Zoho CRM module entries when new waivers are submitted in WaiverForever"

Supported triggers and actions

New Waiver Accepted

New Waiver Submitted

Waiver Checked In

Create Request Group and Send Request Email

Create Tracking Waiver Request

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

New Waiver Signed (Deprecated)

Waiver PDF Generated

Create Request Group

Create Tracking Waiver Request (Deprecated)

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

About WaiverForever

Related categories

About Zoho CRM

Related categories

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Insightly

Zapier Interfaces