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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.

  1. When this happens...
    SamCartSamCart
    Prospect Created

    Triggers when a Prospect entry is created.

    TriggerInstant
  2. automatically do this!
    LevitateLevitate
    Create or Update Levitate Contact

    Creates or updates a Contact in Levitate

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Filter By Product

    Trigger
    Instant
    Try It
  • SamCart triggers, actions, and search

    New Refund

    Triggers when a refund is made in SamCart.

    Trigger
    Instant
    Try It

    • Contact 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

    Action
    Write

    • 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

    Action
    Write
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levitate logo

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
samcart logo
samcart logo

About SamCart

SamCart is an online shopping cart that helps you sell things online.
Learn moreHelp

Related categories

  • eCommerce

Related Zap Templates

  • Create or update Levitate contacts for every new order in SamCart

Related Zap Templates

  • Create or update Levitate contacts for every new order in SamCart