An automated workflow using integromat
Connects WooCommerce + Microsoft Excel
Add a new customer from a WooCommerce order to a Microsoft 365 Excel worksheet
About this workflow template
This automation scenario allows you to connect WooCommerce and Microsoft Excel
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
WooCommerce and Microsoft Excel can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in WooCommerce
Watch Orders in WooCommerce
Triggers when a new order is created.
Then this action happens in Microsoft Excel
Add a Worksheet Row in Microsoft Excel
Adds a new worksheet row.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add a new customer from a WooCommerce order to a Microsoft 365 Excel worksheet.
Part I
Configure Applications
First, we need to connect WooCommerce and Microsoft Excel to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect WooCommerce to Make.com.
Give Make.com access to your WooCommerce account, using WooCommerce credentials.
Connect Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for WooCommerce
Choose the following trigger: Watch Orders (Triggers when a new order is created.).
Then set up an Action for Microsoft Excel
Choose this action: Add a Worksheet Row (Adds a new worksheet row.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between WooCommerce and Microsoft Excel.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add a new customer from a WooCommerce order to a Microsoft 365 Excel worksheet!
Related Automation Templates
Supported triggers and actions
Order
Triggers when any Order is created, updated, deleted, etc.
triggerbyzapierCustomer
Triggers when any Customer is created, updated, deleted, etc.
triggerbyzapierWatch orders
Triggers when a new order is created.
triggerbyintegromatSubscription
Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.
triggerbyzapierProduct
Triggers when any Product or Variation is created, updated, deleted, etc.
triggerbyzapierWatch customers
Triggers when a new customer is created.
triggerbyintegromat
Add row
Adds a new row to the end of a worksheet.
actionbyzapierAdd row to table
Adds a new row to the end of a specific table.
actionbyzapierpabbly-connectAdd a worksheet row
Adds a new worksheet row.
actionbyintegromatCreate spreadsheet
Creates a new spreadsheet
actionbyzapierUpdate row
Updates a row in a specific worksheet.
actionbyzapierintegratelyFind row
Finds a row by a column and value. Returns the entire row if one is found.
actionbyzapier
Apps you need
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
