1.Triggers on new order
Integrate SamCart and onboarding workflow tools to trigger on each new order and pull order metadata and purchaser contact fields.
Send targeted onboarding emails to new course purchasers
Automatically monitor new orders across SamCart, Formatter by Zapier, and Gmail. Get instant onboarding emails when order arrives, recipient list changes, or SKU template mapping matchesβso you can split recipients, send welcome access, and reduce manual follow-up.
How this automation sends onboarding emails at scale
When new order events come in without automation, onboarding delays can cause missed LMS access and lower course engagement. This automation triggers on orders, splits recipient contacts, and sends the matching Gmail onboarding emailβso your team can welcome learners on time.
SamCartor swap with your favorite app
2.Splits joined recipients
Integrate Formatter by Zapier and email address parsing to split joined recipient or custom fields into separate email addresses.
Formatter by Zapieror swap with your favorite app
3.Sends onboarding email
Integrate Gmail and email template tools to map emails and placeholders and send the matching HTML onboarding template.
Gmailor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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