1.Monitors new order and filters SKU
Integrate SamCart and order data feed tools to detect new order events for a specified product and pass order metadata.
Add new purchase to CRM and sales tracker
Automatically monitors new SamCart orders for a specified product across SamCart and Keap. Create and update when an order matches your product cohort and log it to Google Sheetsβso you can update contacts, tag purchases, and reconcile transactions without manual spreadsheet work.
How this automation accelerates purchase reconciliation
When a new SamCart order for a specified product completes, delayed CRM updates can slow revenue tracking and reconciliation. This automation creates or updates contacts and logs purchase transactions and formatted fieldsβso your team can reconcile month-end activity faster.
SamCartor swap with your favorite app
2.Creates or updates contact record
Integrate Keap and CRM contact data tools to create or update a buyer, set opt-in, and apply the configured purchase tag.
Keapor swap with your favorite app
3.Formats order fields for the sheet
Integrate Formatter by Zapier and data formatting tools to convert currency and timestamps into a standard layout for Google Sheets.
Formatter by Zapieror swap with your favorite app
4.Creates transaction row in worksheet
Integrate Google Sheets and reconciliation reporting tools to append a transaction row with contact, amount, and order date for ops.
Google Sheetsor swap with your favorite app
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