The first step customers should take in their initial interaction with your company is to complete the digital waiver. Once submitted, the customer data can be automatically added from Smartwaiver to your custom application.
Who is this for?
If customers signing the digital waiver are new (i.e: customers not in your CRM yet), use the approach below.
Who is this NOT for?
If you need waivers signed for existing customers (i.e.: customers already in your CRM) read this article.
Webhooks + API
- Set up Webhooks. This will prompt Smartwaiver to tell your server each time a new waiver is signed.
- Modify the Webhook example code (available in PHP, ASP & Ruby on Rails at the bottom of the Webhooks support page) so "INSERT INTO DATABASE HERE” inserts a new customer into your database.
- You can also download the PDF using the Smartwaiver API.