Connect Clientify and WaiverForever

Both apps 30Clientify 18WaiverForever 12

• Trigger
  New Contact

  Triggers when a new contact is created in Clientify.

• Trigger
  New Deal

  Triggers when a new deal is created in Clientify.

• Trigger
  New Task

  Triggers when a new task is created in Clientify.

• Action
  Add company

  Creates a company in Clientify with its contact details, address, tags and custom field values.

• Action
  Add task

  Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.

• Action
  Create Abandoned Cart

  Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.

• Action
  Create Contact

  Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on.

• Action
  Create Deal

  Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.

• Action
  Create Order

  Creates an order in Clientify for a contact, with its line items.

• Action
  Delete contact

  Deletes a contact from Clientify.

• Action
  Find Contact

  Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.

• Action
  Get company

  Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.

• Action
  Get contact

  Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.

• Action
  Get deal

  Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.

• Action
  List contacts

  Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.

• Action
  Update company

  Updates an existing company in Clientify and returns the updated record.

• Action
  Update contact

  Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.

• Action
  Update deal

  Updates an existing Clientify deal, changing only the fields you fill in.

• Trigger
  New Waiver Accepted

  Triggers when a signed waiver is accepted (approved), optionally for one template.

• Trigger
  New Waiver Submitted

  Triggers when a new waiver is signed and submitted, optionally for one template.

• Action
  Accept Waiver

  Accepts a waiver that is in pending status.

• Action
  Create Request Group

  Creates a waiver request group for a template and returns its shareable signing link.

• Action
  Create Tracking Waiver Request

  Creates a one-off signing link for a template and returns the link plus a tracking ID.

• Action
  Find Waivers

  Searches signed waivers by keyword, template, status, reference number or signing date range.

• Action
  Get Request Group

  Returns one waiver request group, optionally with the waivers signed against it.

• Action
  Get Waiver

  Returns one signed waiver, including its field answers, status and PDF link.

• Action
  List Request Groups

  Returns the waiver request groups for a template, optionally filtered by name or status.

• Action
  List Templates

  Returns every waiver template in the WaiverForever account.

• Action
  Update Request Group

  Updates a waiver request group's name, size, note or contact info.

• Action
  Update Waiver Note

  Sets the note on a signed waiver.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.