Automated contract and waiver distribution

Purpose

1.1. Ensure every guest receives required contracts and liability waivers before participation.
1.2. Collect legally valid e-signatures and timestamped records for compliance.
1.3. Automate reminders, archival, and data-handling for legal and financial audits.
1.4. Prevent access or services to non-compliant or non-signing guests, reducing risk.
1.5. Integrate signed documents into guest CRM profiles for unified information governance.

Trigger Conditions

2.1. Booking confirmation via website, phone, or third-party platform
2.2. Guest check-in at front-desk kiosk or mobile application
2.3. Scheduled activity time (e.g., animal feeding, petting session) approaching
2.4. Manual staff initiation for day-of visits or group bookings
2.5. Guest profile creation or update detected in CRM

Platform Variants

3.1. DocuSign
• API: Envelopes:create | Send waiver template to guest email with role mapping.
3.2. HelloSign
• Endpoint: Signature Request | Auto-populate and email contract to guest; collect signature.
3.3. Adobe Sign
• Endpoint: agreements | Trigger automated contract send on booking event.
3.4. PandaDoc
• API: Send Document | Trigger waiver send upon CRM update, fetch signed status.
3.5. SignNow
• REST API: Invite to Sign | Use guest email, track and archive signed form.
3.6. Jotform Sign
• Webhook: Send e-sign contract template for each new booking.
3.7. Zoho Sign
• API: sendDocument | Use CRM triggers to deliver contracts; auto-reminder.
3.8. Typeform
• Integration: Add e-signature field & auto-send form upon booking.
3.9. Formstack Sign
• API: Document:send | Auto-email on event trigger and collect acknowledgment.
3.10. SignEasy
• API: Send Document for Signature | Auto-send and validate signature capture.
3.11. Twilio SMS
• API: Messages | Send waiver link via SMS to guest upon check-in/booking.
3.12. SendGrid
• API: Mail Send | Email PDF waiver link on booking confirmation.
3.13. Slack
• Incoming Webhooks | Notify staff if guest omitted signature.
3.14. Microsoft Teams
• API: Post message in compliance channel if waiver is unsigned at start time.
3.15. Salesforce
• Flow: Trigger when new contact or booking is created to send contract.
3.16. HubSpot
• Workflow: Auto-email waiver link on deal/booking creation.
3.17. Google Drive
• API: Files:create | Save signed PDF waivers automatically on submission.
3.18. Dropbox
• API: Upload | Archive completed documents in guest folders.
3.19. Monday.com
• Automation: Create compliance board item if signature missing after reminder.
3.20. Zapier
• Action: Multi-platform trigger and task routing for contract distribution/reminders.
3.21. Mailchimp
• Automation: Trigger email to guest list with waiver requirement upon booking.
3.22. AirTable
• Automation: Log new contracts and store compliance status for each guest.
3.23. Calendly
• Workflow: Auto-send waiver when slot is booked for any animal interaction.
3.24. Intercom
• In-app: Deliver waiver/signature link during chat support session before check-in.

Benefits

4.1. Minimizes manual intervention for staff and automates all compliance steps.
4.2. Enhances guest experience with streamlined, mobile-friendly contract flow.
4.3. Reduces legal exposure by ensuring every participant signs required forms.
4.4. Centralizes signed contract storage for audit-ready compliance and quick retrieval.
4.5. Enables scalable, policy-driven document management for recurring guests and activities.
4.6. Cuts processing time, so guests enjoy more recreation and less paperwork.