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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Intensive Visits" from SalesViewer.

Add your action

An action happens after the trigger—such as "Fund Card" in PEX.

You’re connected!

Zapier seamlessly connects SalesViewer and PEX, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Intensive Visits
Triggers when a company visited your website for at least 30 seconds.
Trigger
Polling
Try It
Visits From New Companies
Triggers when a new lead visits your website.
Trigger
Polling
Try It
Visits From Favourite Companies
Triggers when a favourite company visits your website.
Trigger
Polling
Try It
- Cardholder Account ID
  Required
- Amount
  Required
Action
Write
- Cardholder Account ID
  Required
Action
Write

- Tag ID
  Required
- Option Name
  Required
- Option Value
  Required
- Option Enabled
  Required
Action
Write

New Visits
Triggers when a visit has been detected on your website.
Trigger
Polling
Try It
Returning Visitors
Triggers when a company visited your website more than once.
Trigger
Polling
Try It
- Only when purchase is settled by the merchant?
  Required
- Only when purchase is reviewed and approved by admin ?
  Required
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Date of birth
  Required
- Email address
  Required
- Custom Id
  Required
- Profile Address: Line 1
  Required
- Profile Address: Line 2
- Profile Address: City
  Required
- Profile Address: State
  Required
- Profile Address: Zip
  Required
- Shipping Address: Line 1
  Required
- Shipping Address: Line 2
- Shipping Address: City
  Required
- Shipping Address: State
  Required
- Shipping Address: Zip
  Required
- Shipping Address: Contact Name
  Required
- Shipping Phone
  Required
- Shipping Method
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Cardholder Account ID
- Cardholder Full Name
- Cardholder Custom ID
Action
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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect SalesViewer and PEX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your SalesViewer to PEX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SalesViewer

SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.

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Related categories

Marketing

About PEX

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

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