Using Zapier to create a highly automated WooCommerce store
Using Zapier to create a highly automated WooCommerce store
Today, I would like to introduce you to an incredible tool that can help you to improve your workflow and take WooCommerce store management to the next level.
It’s Zapier. Zapier is a workflow automation tool. It allows you to connect two apps and create automated workflows between the apps. For example, you can connect your Gmail and Dropbox to automatically save the attachment in any email you receive to your Dropbox account.
In this blog, I share a few different ways how you can use Zapier with WooCommerce to automate your various workflows like this.
What is Zapier
Zapier is an automation tool. It allows you to link two web applications and sync data between them. For example, you can connect Gmail and Dropbox to save the attachments from emails to the Dropbox account automatically.
In Zapier, you create a Zap to create a new connection between two apps. In a zap, one app is a source app and the other one is the destination. In our example, Gmail is the source app and Dropbox is the destination app.
When you pick the source app, you can also choose a trigger event. Whenever this trigger event happens in this app, Zapier will collect data associated with the event. In our example, an email received in Gmail inbox could be the trigger event.
Then you pick an action event in the destination app. In our case, saving the file from Gmail to a particular folder in Dropbox is an example of the action event.
Whenever the trigger event happens in the source app, Zapier collects the data from the source app, transfer it to the destination app, and do the specified action instantly.
Zapier now supports over 2,000 apps allowing you to create automated workflows between the apps that you already use. Today, let’s check how to create a highly automated WooCommerce store with WooCommerce.
Zapier + WooCommerce
Zapier allows you to use WooCommerce as the source app as well as the destination app in a Zap (connection). When it is used as a source app, you can pick an event in WooCommerce like a new order or new customer signup as the trigger event. Here is a list of some of the common trigger events supported by WooCommerce.
- Orders: created, deleted, paid, restored, status changed, updated
- Coupons: created, deleted, restored, updated
- Customers: created, deleted, updated
- Products: created, deleted, restored, updated
- Subscriptions: created, deleted, renewal failed, renewed, status changed, switched, updated
You can choose any of these events as a trigger event and then pick an action event in another app. Whenever this event happens in WooCommerce, the action event you choose for the destination app will be executed automatically.
For example, you can create a new row of the details of a new customer in a Google Sheet when a new customer signup to your WooCommerce store.
Similarly, you can also use WooCommerce as a destination app in a Zap. In that case, the trigger event in another application will execute an action event in WooCommerce. Here is a list of actions you can automate in WooCommerce through Zapier.
- Coupons: create, find, update
- Customers: create, find, update
- Orders: create, find, update
- Products: create, find, update
- Subscriptions: create, find, update
Benefits of using Zapier with WooCommerce
Millions of people use Zapier to create automated workflows that take care of the tedious and boring job. Here are some of the benefits of using Zapier with WooCommerce.
Zapier automates various repetitive and mundane tasks so you can focus more on important jobs.
Speed up the workflow
Zapier does the tasks instantly when the trigger event happens. It helps you to speed up your workflow.
Never forget to do a task
Once you set up an automation, that task will be carried out always when the trigger event happens. So, you don’t have to worry about you or your employees forgetting about doing the task on time or leaving out a step in the process.
Zapier allows you to take the necessary steps instantly when something happens in your store. For example, Zapier will allow you to instantly follow up with a customer when the customer abandons the cart or cancel an order.
Top WooCommerce + Zapier Automations
Zapier can be used to connect WooCommerce with other web applications you use like Google Sheets, Mailchimp, Gmail, HubSpot, etc. to automate the workflow and make the eCommerce business management more efficient. There are hundreds of different automation workflows you can set up WooCommerce as the source or the destination app in conjunction with other online tools. Here are some ways how you can use Zapier with WooCommerce to improve your workflow and productivity.
Connect with Accounting, Billing & Invoicing Tools
Zapier helps you to connect your WooCommerce store with more than 20 accounting, billing, and invoicing systems including FreshBooks, Expensify, Abacus, Odoo, NetSuite, etc.
It allows you to send new customer information from WooCommerce to the accounting system or convert orders into invoices whenever a specified event happens in your WooCommerce store. The trigger event could be customer signup, new order, subscriber signup, etc.
Connect with CRM and email marketing systems
Zapier can integrate your WooCommerce store with most of the popular CRM platforms like HubSpot, SalesForce, Active Campaign, MailChimp, etc. It allows you to create new contacts, or update existing contacts when a new order is made or when new customer signup. It helps you to avoid manually importing and exporting the contacts between the apps.
Connect with file management tools
With Zapier, you can automatically transfer various data from WooCommerce to file management tools like Dropbox, Google Sheets, and Google Drive. It can be used to save customer data to a Google Sheet when an order is made. For example, you can automatically add the name, contact details, and order details as a new row in a Google Sheet whenever a customer makes a new order in your WooCommerce store.
Zapier allows you to integrate your WooCommerce store with thousands of web applications easily. It helps you to create automated workflows to communicate and synchronise data between the apps. Instead of doing the same task again and again every time a new order comes or a new customer signup in your online store, you can set up an automated workflow once and let it run forever.