1.Monitor completed orders
Integrate Square and payment capture tools to trigger when a new order is completed and pass core payment fields into the workflow.
When a completed payment happens, attribution gaps can confuse reporting and slow fixes. This automation delays settlement, formats identifiers and enriches subscriber data, reports offline conversions, and logs every purchaseβso your team can reconcile conversions without chasing records.
Integrate Square and payment capture tools to trigger when a new order is completed and pass core payment fields into the workflow.
Integrate Delay by Zapier and scheduling tools to delay processing for 3 hours and preserve the original order timestamp.
Integrate Formatter by Zapier and data formatting tools to normalize phone numbers and format timestamps into required ad platform formats.
Integrate Mailchimp and audience search tools to look up subscribers by normalized email and return configured identifier fields when present.
Integrate Google Ads and Facebook Conversions and conversion tracking tools to report offline conversions using gclid when available or email and phone.
Integrate Zapier Tables and audit logging tools to create a tracking record for each conversion with identifier source and values.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.