Connect SugarCRM and waiverfile to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Subscribe New Event
Subscribe New Waiver
Insert Event Category
Subscribe Edit Waiver
Subscribe Edit Event
Subscribe Edit Checkin
Subscribe New Checkin
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
New Event
Triggers when a new event is created.
Update Event
Triggers when changes to an event are saved.
Do thisActions
Action is the task that follows automatically within your SugarCRM integrations.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Subscribe New Event
Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.
Subscribe New Waiver
Input field for the targetUrl query parameter (string URL).
Insert Event Category
Creates a new insert event category in WaiverFile.
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Frequently Asked Questions
To start, connect both your SugarCRM and waiverfile accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in waiverfile (or vice versa).
Absolutely. You can customize how SugarCRM 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.
The data sync between SugarCRM and waiverfile typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SugarCRM 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.
About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn MoreAbout 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.
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