1.Catches completed payment
Integrate Webhooks by Zapier and workflow automation tools to trigger the sales tracking flow when payment data arrives.
When a completed payment arrives, delayed tracking and late follow-up can hurt conversion. This automation filters qualifying payments, formats the payment date, creates spreadsheet rows, updates contacts, and sends welcome SMS—so your team can follow up the same day.
Integrate Webhooks by Zapier and workflow automation tools to trigger the sales tracking flow when payment data arrives.
Integrate Filter by Zapier and payment validation rules to gate runs by payment method, completed status, and minimum total.
Integrate Formatter by Zapier and date transformation tools to format the payment date into DD and MM and YYYY for records.
Integrate Google Sheets and sales tracking templates to map buyer name, email, date, amount, and product summary into a row.
Integrate ActiveCampaign and contact tagging tools to create or update contacts by email, then apply tags and list membership.
Integrate ClickSend SMS and messaging templates to create the contact in your list and send a welcome SMS with an onboarding link.
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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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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