Levitate + SamCart
Create or update Levitate contacts when new SamCart prospects are created
Streamline your process with this time-saving workflow. When a new prospect is added into SamCart, this automation promptly updates that information into your Levitate contacts. This keeps your contacts up to date and accurate without the need for manual intervention, enhancing your experience with potential clients. Adopt this workflow for seamless coordination between your Levitate contacts and SamCart prospect interactions.
Streamline your process with this time-saving workflow. When a new prospect is added into SamCart, this automation promptly updates that information into your Levitate contacts. This keeps your contacts up to date and accurate without the need for manual intervention, enhancing your experience with potential clients. Adopt this workflow for seamless coordination between your Levitate contacts and SamCart prospect interactions.
- When this happens...Prospect Created
Triggers when a Prospect entry is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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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