- Sales Automation
- Pre-Sales Process
- Instant Access & Alerts
Grant access to presale offers and notify the team of purchases
This automation category streamlines the process of granting access to digital products or pre-sale offers immediately after purchase while simultaneously notifying internal teams or customers through messaging and communication channels. It ensures customers receive prompt access to purchased content and transparency on order status, while sales and support teams stay informed in real time. By connecting sales platforms, membership systems, and messaging tools, it eliminates manual handoffs, reduces delays, and maintains consistent customer and team communication.
Filter by common apps:
SamCart
Filter by Zapier
Zapier Tables
Slack
Google Sheets
Gmail
Explodely
Kajabi
Quaderno
TrackVia
ClickSend SMS
Airtable
Pipedrive
PayPro
Shopify
Delay by Zapier
Mailchimp
Webhooks by Zapier
Microsoft Teams
Microsoft Outlook
- Process new orders in SamCart, update inventory in Zapier Tables, and notify sales team in Slack
- Trigger email to customers, update their status in Google Sheets, and send personalized discount code
Trigger email to customers, update their status in Google Sheets, and send personalized discount code
- Grant access to digital offer in Kajabi for new sales in Explodely
Grant access to digital offer in Kajabi for new sales in Explodely
- Grant access to an offer in Kajabi for new sales in Quaderno
Grant access to an offer in Kajabi for new sales in Quaderno
- Notify sales team via SMS when new pre-purchase record is submitted
Notify sales team via SMS when new pre-purchase record is submitted
- Update deal status in Pipedrive and notify team in Slack when new record is added in Airtable
Update deal status in Pipedrive and notify team in Slack when new record is added in Airtable
- Grant access to digital offer in Kajabi when new sale occurs in PayPro
Grant access to digital offer in Kajabi when new sale occurs in PayPro
- Add customers to Mailchimp audience after Shopify pre-order and delay
Add customers to Mailchimp audience after Shopify pre-order and delay
- Send reminders in Microsoft Teams, create calendar events in Outlook for presale launch preparations
Send reminders in Microsoft Teams, create calendar events in Outlook for presale launch preparations