Sawyer Tools + Spektrix + Formatter by Zapier
Find or create customers, baskets, and ticket details in Spektrix for new orders in Sawyer Tools
This integration enables you to take advantage of Sawyer Tools' classes and courses platform while keeping purchaser information updated in Spektrix's CRM. When a new registration is recorded in Hi Sawyer, this Zap will automatically search for or create a customer record in Spektrix, followed by generating and confirming all the details for a ticketed order for that customer.
This integration enables you to take advantage of Sawyer Tools' classes and courses platform while keeping purchaser information updated in Spektrix's CRM. When a new registration is recorded in Hi Sawyer, this Zap will automatically search for or create a customer record in Spektrix, followed by generating and confirming all the details for a ticketed order for that customer.
- When this happens...New Order
Triggers when a customer places an order in your account.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this...Event: Find by Name
Finds an Event record by Event name
- then do this...Instance: Find by Event
Finds an Instance of an Event
- then do this...Basket: Create a New Basket
Creates a new empty Basket
- then do this...Basket: Add a Customer
Adds a Customer to a Basket
- then do this...Basket: Add Ticket(s) (Unreserved Seating Plan)
Adds Ticket(s) for an Event with an Unreserved Seating Plan to a Basket
- then do this...Basket: Add a Ticket Delivery Method
Adds a Ticket Delivery Method to a Basket
- then do this...Basket: Add Payment Type
Adds a Custom Payment Type to Basket
- then do this!Basket: Confirm a Basket
Confirms a Basket once all required items have been added
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