Connect Saleshandy and waiverfile to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

waiverfile

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Ready to use Saleshandy and waiverfile automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Triggers when a new event is created.

Update Event

Update Event

Triggers when changes to an event are saved.

Request a new Trigger for Saleshandy

Do thisActions

Action is the task that follows automatically within your Saleshandy integrations.

Create Prospect/Add Prospect to Sequence OH HOLD

Create Prospect/Add Prospect to Sequence OH HOLD

create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Update Prospect Status

Update Prospect Status

Change a prospect's status.

Subscribe New Event

Subscribe New Event

Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.

Subscribe New Waiver

Subscribe New Waiver

Input field for the targetUrl query parameter (string URL).

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Frequently Asked Questions

How do I start an integration between Saleshandy and waiverfile?

To start, connect both your Saleshandy and waiverfile accounts to viaSocket. Once connected, you can set up a workflow where an event in Saleshandy triggers actions in waiverfile (or vice versa).

Can we customize how data from Saleshandy is recorded in waiverfile?

Absolutely. You can customize how Saleshandy data is recorded in waiverfile. This includes choosing which data fields go into which fields of waiverfile, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Saleshandy and waiverfile?

The data sync between Saleshandy and waiverfile typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Saleshandy to waiverfile?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Saleshandy and waiverfile?

Yes, you can set conditional logic to control the flow of data between Saleshandy and waiverfile. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Saleshandy

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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waiverfile

About waiverfile

WaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.

Learn More