How to connect Capsule CRM + WooCommerce
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Popular Capsule CRM + WooCommerce workflows
- Add new WooCommerce orders to Capsule CRM as new contacts
Add new WooCommerce orders to Capsule CRM as new contacts
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- New or Updated CaseTriggers when a given action is performed on a Case.Trigger
- New or Updated OpportunityTriggers when a given action is performed on an Opportunity.Trigger
- New or Updated ContactTriggers when a given action is performed on a Contact.Trigger
- New or Updated TaskTriggers when a given action is performed on a Task.Trigger
- Create CaseCreates a new Case.Action
- Add Note to EntityAdds a Note to an Entity.Action
- Add Tag to EntityAdds a Tag to an Entity.Action
- Create OpportunityCreates a new Opportunity.Action
- Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
- Capsule CRM
Creates a new Task.
Scheduled
Action
- Capsule CRM
Finds a Case.
Scheduled
Action
- Capsule CRM
Finds a Milestone.
Scheduled
Action
- Capsule CRM
Finds a Opportunity.
Scheduled
Action
- Capsule CRM
Finds a Contact.
Scheduled
Action
- Capsule CRM
Find a Case, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action
- WooCommerce
Triggers when any Booking is created, updated, deleted, etc. WooCommerce Bookings must be installed and enabled.
Instant
Trigger
- WooCommerce
Triggers when any Coupon is created, updated, deleted, etc. Coupon functionality must be enabled.
Instant
Trigger
- WooCommerce
Triggers when any Customer is created, updated, deleted, etc in your WooCommerce Store.
Instant
Trigger
- WooCommerce
Triggers when any Order is created, updated, deleted, etc in your WooCommerce Store.
Instant
Trigger
- WooCommerce
Triggers when any Order event occurs. Creates a separate task for each line item in an Order.
Instant
Trigger
- WooCommerce
Triggers when any Product is created, updated, deleted, etc in your WooCommerce Store.
Instant
Trigger
- WooCommerce
Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.
Instant
Trigger
- WooCommerce
Creates a new coupon.
Scheduled
Action
- WooCommerce
Updates an existing coupon.
Scheduled
Action
- WooCommerce
Creates a new customer.
Scheduled
Action
- WooCommerce
Updates an existing customer.
Scheduled
Action
- WooCommerce
Creates a new order.
Scheduled
Action
- WooCommerce
Updates an existing order.
Scheduled
Action
- WooCommerce
Creates a new product.
Scheduled
Action
- WooCommerce
Updates an existing product.
Scheduled
Action
- WooCommerce
Creates a new subscription.
Scheduled
Action
- WooCommerce
Updates an existing subscription.
Scheduled
Action
- WooCommerce
Finds a coupon by searching.
Scheduled
Action
- WooCommerce
Finds a customer by searching.
Scheduled
Action
- WooCommerce
Finds a order by searching.
Scheduled
Action
- WooCommerce
Finds a product by searching.
Scheduled
Action
- WooCommerce
Finds a subscription by searching.
Scheduled
Action
- WooCommerce
Finds a coupon by searching.
Scheduled
Action
- WooCommerce
Finds a customer by searching.
Scheduled
Action
- WooCommerce
Finds a order by searching.
Scheduled
Action
- WooCommerce
Finds a product by searching.
Scheduled
Action
- WooCommerce
Finds a subscription by searching.
Scheduled
Action
How Capsule CRM + WooCommerce Integrations Work
- Step 1: Authenticate Capsule CRM and WooCommerce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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