1.Monitor new charges
Integrate Stripe, payment systems, and transaction data to detect new successful charges for traceable events.
Add purchase contacts to CRM and notify your ops channel
Automatically monitor successful charges across Stripe and CRM tools. Create and update contact records, apply purchase tags, and notify opsβso you can onboard new buyers without manual coordination.
How this automation accelerates CRM onboarding
When new charges are received, missed follow-through can slow onboarding and delay delivery. This automation filters qualifying payments, updates contacts and purchase tags, and notifies opsβso your team can act fast.
Stripeor swap with your favorite app
2.Filter by charge status
Integrate Filter by Zapier, validation checks, and field mapping to continue only for succeeded charges and qualifying amounts.
Filter by Zapieror swap with your favorite app
3.Add or update contact
Integrate LeadConnector and contact management tools to add or update contacts, tag purchases, and mark as lead.
LeadConnectoror swap with your favorite app
4.Apply list and purchase tags
Integrate ActiveCampaign and email marketing lists to add contacts, apply purchase tags, and set subscription status.
ActiveCampaignor swap with your favorite app
5.Create form submission or access
Integrate Kajabi and course delivery tools to create submissions or grant access when a product is recognized.
Kajabior swap with your favorite app
6.Notify ops with buyer details
Integrate Slack and messaging workflows to send ops a buyer summary, amount, and a link to the contact record.
Slackor swap with your favorite app
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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