WaiverForever + Zoho CRM

"create or update Zoho CRM module entries when new waivers are submitted in WaiverForever"

Streamline your customer management process with this easy workflow. Whenever a new waiver is submitted through WaiverForever, it instantly updates the corresponding module entry in Zoho CRM. This eliminates manual data entry and ensures your CRM is always up-to-date with the latest customer information. Improve efficiency in your business operations with this seamless integration.

When this happens...
New Waiver Submitted
Triggers when a signed waiver has been submitted.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

What does this mean?

- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
- Request Group NameRequired
- Request Group SizeRequired
- Request Group Note
- Request Group TypeRequired
- Recipient ListRequired
- Email NoteRequired
- Reply To EmailRequired
- Expires in (seconds)
Action
Write
- TemplateRequired
- Expires in (seconds)
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It

- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
- Request Group NameRequired
- Request Group SizeRequired
- Request Group Note
- Request Group TypeRequired
Action
Write
- TemplateRequired
- Expires in (seconds)
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

About WaiverForever

WaiverForever is the ultimate digital waiver and business management solution, perfect for businesses of all sizes across all industries.

Learn more

Related categories

Documents

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

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PRODUCTS

CAPABILITIES

By team

WaiverForever + Zoho CRM

"create or update Zoho CRM module entries when new waivers are submitted in WaiverForever"

New Waiver Accepted

New Waiver Submitted

TemplateRequired

Waiver Checked In

TemplateRequired

Create Request Group and Send Request Email

TemplateRequired

Request Group NameRequired

Request Group SizeRequired

Request Group Note

Request Group TypeRequired

Recipient ListRequired

Email NoteRequired

Reply To EmailRequired

Expires in (seconds)

Create Tracking Waiver Request

TemplateRequired

Expires in (seconds)

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

New Waiver Signed (Deprecated)

TemplateRequired

Waiver PDF Generated

TemplateRequired

Create Request Group

TemplateRequired

Request Group NameRequired

Request Group SizeRequired

Request Group Note

Request Group TypeRequired

Create Tracking Waiver Request (Deprecated)

TemplateRequired

Expires in (seconds)

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired