1.Detects product purchase
Integrate ThriveCart and purchase tracking tools to trigger form onboarding intake for buyer context.
Add new purchasers to onboarding form for support team
Automatically monitor product purchases across ThriveCart, Formatter by Zapier, and Kajabi. Create and update when paid purchases complete, qualifying checkout triggers, or refunds get excludedβso you can capture buyer details, create onboarding submissions, and alert support without manual onboarding intake.
How this automation powers faster onboarding for support teams
When a product purchase completes, support can miss buyer context and slow down access and outreach. This automation triggers on purchases and normalizes fields, then creates onboarding form submissions and sends alertsβso your team can act immediately.
ThriveCartor swap with your favorite app
2.Normalizes buyer name and email
Integrate Formatter by Zapier and data cleanup tools to normalize buyer name and email for cleaner submissions.
Formatter by Zapieror swap with your favorite app
3.Creates form submission and maps fields
Integrate Kajabi and form mapping tools to create a form submission and map purchase fields to form fields.
Kajabior swap with your favorite app
4.Sends internal support alert
Integrate Slack and notification tools to send an internal alert with purchase type and submission details.
Slackor swap with your favorite app
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Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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