Integrate Smartwaiver with Mattermark
Send information between Smartwaiver and Mattermark automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Smartwaiver and Mattermark using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Check in made
Triggers when there is a new check in for waivers
All Actions - Actions are the automated tasks
Fetch investor using filters
Fetches the details of an existing investor using filters
Fetch company
Fetches the details of an existing company using ID, name, or domain
Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
Fetch portfolio
Fetches the list of portfolio companies for the specified investor
What is Smartwaiver?
Smartwaiver is a digital waiver solution that turns paper waivers into interactive digital documents that customers can sign. It also lets your clients affix their signatures ahead of time via websites, social media channels, and emails.
Similar apps
What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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