SmartWaiver Integration

Create a seamless workflow between SmartWaiver and DirectIQ using Zapier to automate your waiver collection and email marketing campaigns.

Get Started Free

Benefits of This Integration

Streamline your operations by connecting all three platforms

Enhanced Automation

Create sophisticated multi-step automation flows that would be impossible with just two platforms.

Data Transformation

Use Zapier's powerful formatting tools to clean and organize waiver data before it enters your email campaigns.

Multi-Channel Communication

Extend your waiver-to-email workflow to include SMS, social media, or other communication channels through Zapier.

How to Set Up the Integration

Follow these steps to connect all three platforms

Connect Accounts

Link your SmartWaiver and DirectIQ accounts to your Zapier workspace.

Configure Trigger

Set up SmartWaiver as your trigger app with the "New Waiver" event.

Add Filtering Steps

Use Zapier's Formatter or Filter steps to organize and clean your waiver data.

Set DirectIQ Action

Configure DirectIQ as your action app to add subscribers or trigger campaigns.

Advanced Integration Use Cases

Take your automation to the next level

Conditional Workflows

Create different email sequences based on specific waiver fields, such as experience level or activity preference.

Multiple Action Paths

For each waiver, trigger different actions in DirectIQ while also updating your CRM or booking system.

Delayed Follow-ups

Schedule email follow-ups to be sent at optimal times after the activity using Zapier's delay feature.

Custom Data Enrichment

Enrich waiver data with additional information from other apps before sending to DirectIQ for more personalized emails.

Real-World Example Zap

A sample automation workflow you can implement today

1

New SmartWaiver Signature

Trigger when a new customer signs your digital waiver
2

Format Customer Data

Use Zapier's Formatter to clean up names and format email addresses
3

Path A: First-Time Visitor

If this is their first waiver, add to "New Customers" list in DirectIQ
4

Path B: Returning Customer

If they've signed before, add to "Returning Customers" list and update their profile
5

Trigger Welcome/Return Campaign

Start the appropriate automated email sequence in DirectIQ

Ready to Build Your Integration?

Try DirectIQ's Zapier integration free for 30 days. No credit card required.