1.Monitors new order events
Integrate STORIS and order data to detect new storefront orders for customer lookup creation.
Create customer lookup record from each new order
Automatically capture buyer contact details from new order events across STORIS and Zapier Tables. Create and update customer lookup records when billing contacts are present, normalized emails appear, or test orders are excludedβso you can match contacts, enrich fields, and reduce manual lookup without manual searching.
How this automation creates customer lookup records
When new order events arrive in STORIS, delays can block fulfillment and billing contact access. This automation filters qualifying orders, normalizes phone and email, and creates lookup records in Zapier Tablesβso your team can find buyer info fast.
STORISor swap with your favorite app
2.Continues only for qualifying orders
Integrate Filter by Zapier and order rules to gate runs until orders include billing contact and pass tests.
Filter by Zapieror swap with your favorite app
3.Normalizes phone and email
Integrate Formatter by Zapier and contact normalization to map source phone and source email into matched formats.
Formatter by Zapieror swap with your favorite app
4.Creates record in customer lookup
Integrate Zapier Tables and database lookup to create or match customer lookup records from each qualifying order.
Zapier Tablesor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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.
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