Connect OtterSign to Corestore
Push signed waivers, forms, and participant data into Corestore to create or update customer profiles for POS and CRM operations.
CustomerSyncPOSRangeRetail
Use this integration to
- Create Corestore customer profiles from waivers, forms, and documents
- Attach waiver IDs and document records to customer profiles
- Push signed PDFs for secure storage in Corestore
- Sync minor participant data for compliance
- Push driver’s license, address, email, and SMS opt-in details
- Keep customer contact information accurate across retail and CRM systems
What it does
- Sends core PII + selected custom fields to Corestore
- 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
- Corestore account + API credentials (or approved connection method)
- OtterSign account with Corestore integration enabled
Data Flow
When a waiver or form is completed (or during check-in), OtterSign pushes the mapped fields into Corestore. 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.
Connect OtterSign to your stack in minutes
Sync waivers, participants, and IDs with your tools—no dev required.