1.Detect new product purchase
Integrate ThriveCart and ecommerce checkout tracking to detect order payment events and start lead capture.
Create lead and payment record from cart purchase
Automatically monitor new product purchase events across ThriveCart and Airtable. Create and update lead records and sales payments and send same-day onboarding emails when new purchase events, order payments post, or invoice references appearβso you can stop manual data entry.
How this automation creates lead and payment records
When new product purchase order payment events happen, lead and payment details can get stuck in inboxes and spreadsheets. This automation filters qualifying purchases, normalizes purchaser data, creates lead and sales records, and sends onboarding emailsβso your team can follow up fast.
ThriveCartor swap with your favorite app
2.Continue only for qualifying purchases
Integrate Filter by Zapier and transaction rules to block coupon exclusions and test transactions and continue qualifying orders.
Filter by Zapieror swap with your favorite app
3.Lowercase purchaser email
Integrate Formatter by Zapier and data formatting tools to transform the purchaser email to lowercase for reliable matching.
Formatter by Zapieror swap with your favorite app
4.Find or create lead record
Integrate Airtable and CRM lookup tools to find or create a lead record and set source and status fields.
Airtableor swap with your favorite app
5.Create sales payment record
Integrate Airtable and billing tables to create a sales record with payment amounts, dates, and invoice reference keys.
6.Add contact and send welcome email
Integrate Brevo and email automation to add or update the contact and send a transactional onboarding message.
Brevoor swap with your favorite app
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