This automation scenario allows you to connect WooCommerce and Pipefy
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 Pipefy can also be integrated using automation tools other than integromat:
When this trigger fires in WooCommerce
Triggers when a new order is created.
Then this action happens in Pipefy
Creates a new card.
This guide contains information on how to set up an automatic workflow that allows to Create Pipefy cards from new WooCommerce orders.
Part I
First, we need to connect WooCommerce and Pipefy 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 Pipefy to Make.com.
Give Make.com access to your Pipefy account, using Pipefy credentials.
Part II
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 Pipefy
Choose this action: Create a Card (Creates a new card.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between WooCommerce and Pipefy.
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 Create Pipefy cards from new WooCommerce orders!
Triggers when any Order is created, updated, deleted, etc.
Triggers when any Customer is created, updated, deleted, etc.
Triggers when a new order is created.
Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.
Triggers when any Product or Variation is created, updated, deleted, etc.
Triggers when a new customer is created.
Create a card on a pipe.
Update a card field value.
Delete an existing Card.
Create pipe
Create table record
Get all cards
Pipefy is the ultimate workflow and process management software, empowering businesses of all sizes and types to streamline and automate processes, saving time and ensuring efficient execution. With its intuitive interface and versatile features, Pipefy is the go-to choice for over 50k professionals seeking process improvement and digital transformation.
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.