Levitate + SamCart
Create or update Levitate contacts for every new order in SamCart
When a new order comes into SamCart, save yourself the hassle of manual data entry. This workflow will capture your new customers’ information and update the relevant contact in your Levitate app. Simplify your customer relationship management and leave more time to focus on building your business.
When a new order comes into SamCart, save yourself the hassle of manual data entry. This workflow will capture your new customers’ information and update the relevant contact in your Levitate app. Simplify your customer relationship management and leave more time to focus on building your business.
- When this happens...New Order
Triggers when a new order is made in SamCart.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
- Free forever for core features
- 14 day trial for premium features & apps
New Subscription Cancellation
Triggers when a subscription is cancelled.
Try ItProspect Created
Triggers when a Prospect entry is created.
Try ItSubscription Charged
Triggers when a recurring subscription in SamCart is charged.
Try ItDonor NameRequired
Donor EmailRequired
Donation AmountRequired
Donation Date
Donation Type
Campaign
Donation Stage
External ID
Donor ID
Filter By Product
Try ItNew Refund
Triggers when a refund is made in SamCart.
Try ItContact ID in Source SystemRequired
Last Name
First Name
Full Name
Email Addresses
Phone Numbers
Address Line 1
Address Line 2
Address City
Address State / Province
Address Postal Code
Address Country
Tags
Policy NumberRequired
Carrier NameRequired
PremiumRequired
Renewal DateRequired
Effective DateRequired
Policy Holder IDRequired
Cancellation DateRequired
Line of BusinessRequired
Policy ID in the Source SystemRequired
Origination Date
Policy Holder First Name
Policy Holder Last Name
Policy Holder Email