Who is this for?
You are developing an application that prompts your customers to complete a waiver after they have signed up for your service. You need to be able to import that customer’s waiver details (or simply mark your local database record that indicates that they have a waiver to true).
Who is this NOT for?
If customers signing waivers are not in your custom application yet, use this approach.
Auto-tag + API + Webhooks
After your customer has signed up, create a custom link using Auto-Tagging. Pass your internal customer id as the value for the “autotag_val” key.
Setup Webhooks. This will cause Smartwaiver to tell your server every time a new waiver is created.
In your Webhooks Listener script call the API to import that waiver’s information and check the value of <tag>. This will be the customer id that you assigned in the first step.
From here, you can update your database and even download the PDF using Smartwaiver’s API.
How do I pre-populate fields?