1.Detect new completed orders
Integrate SamCart and order data to watch for completed orders and pull buyer contact and item details to enroll learners.
Grant purchased training access to learner accounts fast
Automatically watch completed orders across SamCart and LearningSuite. Create and update learner access when orders complete, order details map, or qualifying products are purchasedβso you can qualify enrollments, normalize emails, and grant training access without manual enrollment.
How this automation grants training access to learners faster
When new orders complete, missed onboarding can delay training access and create support requests. This automation filters qualifying items, normalizes buyer emails, and grants bundle access in LearningSuiteβso your team can protect learner starts.
SamCartor swap with your favorite app
2.Qualifies purchased products
Integrate Filter by Zapier and product lists to continue only for qualifying purchased items to avoid excluded SKUs.
Filter by Zapieror swap with your favorite app
3.Normalizes buyer email
Integrate Formatter by Zapier and email formatting tools to lowercase and trim buyer email to standardize matching.
Formatter by Zapieror swap with your favorite app
4.Find or create learner account
Integrate LearningSuite and learner profile tools to find or create a user by normalized email to map buyer name into profiles.
LearningSuiteor swap with your favorite app
5.Grant bundle access
Integrate LearningSuite and course access tools to grant the configured bundle or enable the member account to activate training access.
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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