Connect OtterSign to AIM POS
Push signed waivers, forms, and participant data into AIM to create or update customer profiles for retail and range operations.
CustomerSyncPOSRangeRetail
Use this integration to
- Create AIM customer profiles from waivers, forms, and documents
- Attach waiver IDs and document records to customer profiles
- Push signed PDFs for secure storage in AIM
- Sync minor participant data for compliance
- Push driver’s license, address, email, and SMS opt-in details
- Keep customer contact information accurate at the counter
What it does
- Sends core PII + selected custom fields to AIM
- Associates waiver/document record ID and date with the customer profile
- Optionally updates existing profiles on match (phone/email)
Benefits
- Faster check-in and checkout
- Fewer duplicate profiles
- Clean, accurate customer data across locations
Requirements
- AIM POS account + API credentials (or approved connection method)
- OtterSign account with AIM integration enabled
Data Flow
When a waiver or form is completed (or during check-in), OtterSign pushes the mapped fields into AIM. Data enters a queue where you can assign it to an existing customer or create a new profile, ensuring records are always accurate and up to date.
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Connect OtterSign to your stack in minutes
Sync waivers, participants, and IDs with your tools—no dev required.