1.Monitors new subscription charge event
Integrate SamCart and subscription billing tools to receive the new subscription charge payload and map charge details to the workflow.
Record paid subscription charges to transactions at once
Automatically record subscription charges from SamCart across Ontraport, with a 1 minute wait to keep lookups consistent. Create and update paid transactions and mark invoices as paidβso you can keep ledgers current without manual invoice chasing.
How this automation keeps transaction ledgers current
When subscription charges arrive but lag in finance workflows, ledgers fall out of date and reporting slows. This automation monitors SamCart subscription charge events and creates transactions and marks invoices paidβso your team can reconcile revenue without chasing records.
SamCartor swap with your favorite app
2.Waits 1 minute for consistency
Integrate Delay by Zapier and timing automation to pause for 1 minute so downstream contact lookup stays consistent.
Delay by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Ontraport and CRM database tools to search by customer email and return a contact record or identifier.
Ontraportor swap with your favorite app
4.Creates a transaction record
Integrate Ontraport and transaction processing tools to create a paid invoice or transaction record from product and price fields.
5.Marks invoice as paid
Integrate Ontraport and invoicing tools to mark the returned invoice id as paid and set the transaction status.
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Accelerate financial close cycles with automated transaction capture, close task routing, and reporting updates
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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.
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