1.Detects lead assigned tag
Integrate Kartra and CRM data tools to detect tag events and to flag activation context for intake.
Create client intake entry when tag is set
Automatically monitor lead assigned tag events across Kartra and Zendesk. Create and update client intake entries when activation tags are set, find or create users, and open onboarding ticketsβso you can prevent manual intake and follow-up without paperwork.
How this automation speeds up client onboarding
When lead is assigned tag, intake details can get delayed and onboarding slows. This automation fetches lead details and creates form entries and onboarding ticketsβso your team can start onboarding immediately.
Kartraor swap with your favorite app
2.Gets lead details after tag event
Integrate Kartra and analytics tools to fetch lead source fields and to map tag context to an activation flag.
3.Creates intake entry with activation
Integrate Lawmatics and form tools to map source fields into intake fields and to attach the activation flag.
Lawmaticsor swap with your favorite app
4.Finds or creates user by email
Integrate Zendesk and contact management to search by email and to create a user when missing.
Zendeskor swap with your favorite app
5.Creates onboarding internal ticket
Integrate Zendesk and ticketing workflows to create a private ticket with mapped intake details and to set onboarding status.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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