Connect waiverfile and Kylas CRM
Integrate waiverfile with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular waiverfile + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
waiverfile
When this happens...
New Event
Update Event
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Create or Update Lead in Kylas CRM when New Event in Waiverfile
Use this flowCreate Contact in Kylas CRM when New Event in Waiverfile
Use this flowCreate Company in Kylas-crm when New Event in Waiverfile
Use this flowCreate Deal in Kylas CRM when New Event in Waiverfile
Use this flowFind Contact in Kylas CRM when New Event in Waiverfile
Use this flowSearch Deal in Kylas CRM when New Event in Waiverfile
Use this flowFind Company in Kylas CRM when New Event in Waiverfile
Use this flowSearch Lead in Kylas-crm when New Event in Waiverfile
Use this flowDelete Lead in Kylas CRM when New Event in Waiverfile
Use this flowUpdate Company in Kylas CRM when New Event in Waiverfile
Use this flowSupported Triggers & Actions
Everything you can automate between waiverfile and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when a new event is created.
Update Event
Triggers when changes to an event are saved.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Action is the task that follows automatically within your waiverfile integrations.
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.
Subscribe Edit Waiver
Subscribe to receive notifications whenever a waiver is edited.
Subscribe Edit Event
Subscribe to receive notifications whenever an event is edited.
Subscribe Edit Checkin
Subscribe to receive notifications whenever a check-in is edited.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your waiverfile and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between waiverfile and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where waiverfile triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in waiverfile. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between waiverfile and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire waiverfile and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
