Simplero + webCRM + Formatter by Zapier
Simplero + webCRM + Formatter by Zapier
Simplero + webCRM integrations
Create webCRM contacts from Simplero purchases
When you receive new Simplero purchases they will automatically be added to webCRM as new contacts. If the Organization name and/or the Contact person already exist in webCRM they will only be updated. An Activity is also created in webCRM, if you, for example, want to follow-up on the purchase, or if you just wish to have the purchase logged as a completed Activity in webCRM.
- When this happens...New PurchaseWill be fired whenever a new purchase is made in Simplero.
- automatically do this...TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Create or Update OrganisationCreates or updates an organisation.
- then do this...Create or Update PersonCreates or updates a person.
- then do this!Create or Update ActivityCreates or updates an activity.
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More things you can do with these apps
Discover other triggers and actions you can use with Simplero, Formatter by Zapier, and more
- Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
Try ItTriggerInstant - Which ListRequired
Try ItTriggerInstant- Which TagRequired
Try ItTriggerInstant- TagRequired
- EmailRequired
ActionWrite
- New Purchase
Will be fired whenever a new purchase is made in Simplero.
Try ItTriggerInstant - Which TagRequired
Try ItTriggerInstant- Which ListRequired
Try ItTriggerInstant- EmailRequired
- Point typeRequired
- AmountRequired
- Note
ActionWrite
About Simplero
Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.
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About webCRM
webCRM helps your sales team with the daily workflow and overview.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.