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How Zapier works

Zapier makes it easy to integrate Pensight with Loops - no code necessary. See how you can get setup in minutes.

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Pensight
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Pensight
1. Choose trigger event
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Loops
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Loops
2. Choose action
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1. Select the event
Setup
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Pensight
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client Started Their First Order" from Pensight.

Add your action

An action happens after the trigger—such as "Add Contact" in Loops.

You’re connected!

Zapier seamlessly connects Pensight and Loops, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Pensight to Loops integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Pensight and Loops to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
  • Pensight triggers, actions, and search
    New Client Started Their First Order

    Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.

    Trigger
    Instant
    Try It
  • Pensight triggers, actions, and search
    A User Submitted Form Result

    Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.

    Trigger
    Instant
    Try It
    • Email
      Required
    Action
    Write
    • Transactional Id
      Required
    • Email
      Required
    • Add contact to your audience
    • Data Variables
    Action
    Write
  • Pensight triggers, actions, and search
    Client Submitted an Order

    Triggers when client submits a new order. Useful for post-checkout actions.

    Trigger
    Instant
    Try It
    • Email
      Required
    • First Name
    • Last Name
    • Source
    • Subscribed
    • User Group
    • User ID
    • Mailing Lists
    Action
    Write
    • Email
      Required
    • User ID
    • Event Name
      Required
    • Event Properties
    • Mailing Lists
    Action
    Write
    • Email
      Required
    • First Name
    • Last Name
    • Source
    • Subscribed
    • User Group
    • User ID
    • Mailing Lists
    Action
    Write
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About Pensight
Pensight is a knowledge commerce platform for independent online educators
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Related categories
Communication
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About Loops
Loops is a platform for SaaS companies to send marketing and transactional email.
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Related categories
Email Newsletters

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