An automated workflow using integromat
Connects WooCommerce + QuickFile
Create a QuickFile invoice for new WooComerce order
About this workflow template
This automation scenario allows you to connect WooCommerce and QuickFile
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 QuickFile 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 QuickFile
Create an Invoice in QuickFile
Creates a new invoice, estimate or recurring invoice template.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a QuickFile invoice for new WooComerce order.
Part I
Configure Applications
First, we need to connect WooCommerce and QuickFile 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 QuickFile to Make.com.
Give Make.com access to your QuickFile account, using QuickFile 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 QuickFile
Choose this action: Create an Invoice (Creates a new invoice, estimate or recurring invoice template.).
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 QuickFile.
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 a QuickFile invoice for new WooComerce order!
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. Woo 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
Create client
Adds a new contact record to your QuickFile account.
actionbyzapierintegratelyCreate invoice
Creates a new invoice in your QuickFile account.
actionbyzapierintegratelyCreate an invoice
Creates a new invoice, estimate or recurring invoice template.
actionbyintegromatCreate bank entry
Creates an untagged entry in a bank account on QuickFile.
actionbyzapierintegratelyCreate a client
Creates a new client record.
actionbyintegromatCreate a bank account
Creates a new bank account.
actionbyintegromat
Apps you need
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.
