WaiverSign + Zapier
WaiverSign now offers a Zapier Integration. This feature isn't included by default on WaiverSign, please contact our support team to find out how to add this to your plan.
Zapier is a powerful tool that allows you to easily connect your WaiverSign customer database to any of the thousands of applications that offer Zapier integrations.
Q: The fields from WaiverSign show up in Zapier just fine, and I'm able to map those fields without any issues. However, when the Zap triggers, some of my fields don't make it over to the other application.
A: Some applications require very specific formatting. For example, with MailChimp you may run into issues with DOB, as they require it to be formatted in a very specific way (MM/DD). In this case, we would have to create a specific rule in Zapier to alter the formatting of DOB to match the requirements of the other application. With MailChimp this rule would change the format from WaiverSign (YYYY-MM-DD) to the format of MailChimp (MM/DD), which will allow MailChimp to read the DOB.
Getting this setting to work may take some trial and error to get the exact format required.
Q: How much does Zapier cost?
A: The price of Zapier can be found here: https://zapier.com/app/pricing -- their pricing is based on the number of tasks completed per month. If you sign less than 100 waivers per month, you could probably get by on the Zapier free plan (which there are some limitations on that plan). However, if you sign more than 100 waivers per month, you will want to pick an appropriate tier for Zapier that will cover all of the contacts you'll be sending over.
Q: I don't see this option in my WaiverSign/Resmark account settings
A: This feature requires an account upgrade, and requires you to contact Support to have it enabled in your account.
Zapier is a powerful tool that allows you to easily connect your WaiverSign customer database to any of the thousands of applications that offer Zapier integrations.
FAQ
Q: The fields from WaiverSign show up in Zapier just fine, and I'm able to map those fields without any issues. However, when the Zap triggers, some of my fields don't make it over to the other application.
A: Some applications require very specific formatting. For example, with MailChimp you may run into issues with DOB, as they require it to be formatted in a very specific way (MM/DD). In this case, we would have to create a specific rule in Zapier to alter the formatting of DOB to match the requirements of the other application. With MailChimp this rule would change the format from WaiverSign (YYYY-MM-DD) to the format of MailChimp (MM/DD), which will allow MailChimp to read the DOB.
Getting this setting to work may take some trial and error to get the exact format required.
Q: How much does Zapier cost?
A: The price of Zapier can be found here: https://zapier.com/app/pricing -- their pricing is based on the number of tasks completed per month. If you sign less than 100 waivers per month, you could probably get by on the Zapier free plan (which there are some limitations on that plan). However, if you sign more than 100 waivers per month, you will want to pick an appropriate tier for Zapier that will cover all of the contacts you'll be sending over.
Q: I don't see this option in my WaiverSign/Resmark account settings
A: This feature requires an account upgrade, and requires you to contact Support to have it enabled in your account.
Updated on: 05/31/2024
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