eWaiverPro Digital Waivers + Salesforce

eWaiverPro Digital Waivers + Salesforce integrations

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.

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 ContactCreates a new contact.
ActionWrite

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More things you can do with eWaiverPro Digital Waivers and Salesforce

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

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
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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
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- Booking Number
  Required
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
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 Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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