Connect waiverfile and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Update Event
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use waiverfile and Sanchay Crm automations
Actions and Triggers
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 Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
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.
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Frequently Asked Questions
To start, connect both your waiverfile and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in waiverfile triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how waiverfile data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between waiverfile and Sanchay Crm 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 waiverfile and Sanchay Crm. 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 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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