1.Detect completed order
Integrate WooCommerce and eCommerce order data to monitor completed orders and pass order details to the workflow.
Create lead from completed course order and tag
Automatically turn order status changed to Completed events into enriched marketing leads across WooCommerce and Kartra. Create and update when qualifying course orders completeβso you can create custom-field leads, assign product tags, and speed onboarding without manual lead entry.
How this automation enriches leads and accelerates follow-up
When order status changed to Completed, delayed lead capture can stall follow-up and reduce conversions. This automation creates Kartra leads with custom fields and assigns product-specific tagsβso your team can onboard and follow up quickly.
WooCommerceor swap with your favorite app
2.Wait for payment finalization
Integrate Delay by Zapier and workflow timing to pause for 2 minutes to ensure transactions finalize before lead creation.
Delay by Zapieror swap with your favorite app
3.Continue only for qualifying orders
Integrate Filter by Zapier and order qualification rules to continue only for the configured course product and recent payment year.
Filter by Zapieror swap with your favorite app
4.Create lead with custom fields
Integrate Kartra and contact enrichment tools to create leads with billing-based custom fields for segmentation.
Kartraor swap with your favorite app
5.Assign purchaser tag to lead
Integrate Kartra and tagging tools to find leads by email and assign the configured purchaser tag.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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