Squarespace Commerce + WORKetc CRM

Squarespace Commerce + WORKetc CRM integrations

Create new persons in WORKetc CRM for each new order in Squarespace Commerce

This workflow allows you to manage your Squarespace Commerce orders more efficiently. Whenever a New Order takes place in your Squarespace Commerce, it leads to the creation of a new person in the WORKetc CRM. This turnkey integration not only saves time but enhances customer management by ensuring data consistency across your sales and CRM platforms.

When this happens...
New OrderTriggers when a new order is created.
TriggerInstant
automatically do this!
Create PersonCreate a new person contact.
ActionWrite

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More things you can do with Squarespace Commerce and WORKetc CRM

Discover other triggers and actions you can use with Squarespace Commerce and WORKetc CRM

New Order
Triggers when a new order is created.
Trigger
Instant
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New Transaction
Triggers when a new transaction is created. Includes a "type" field to differentiate between orders and donations.
Trigger
Polling
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Tags
- Tag Options
- Assigned To
- Project Type
Trigger
Instant
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- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
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- Type of Update
  Required
Trigger
Instant
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- Project Type
  Required
Trigger
Instant
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- Lead Name
  Required
- Sales Process
  Required
- Status
- Client
- Owner
- Referred By
- Tags
- Value
- Source
- Close Date
- Description Type
- Description
Action
Write
- Company
  Required
- Company Name
- Primary Email
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- Person
  Required
- First Name
- Last Name
- Primary Email
- Company
- Job Title
- Cell Phone Number
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- Contact Type
  Required
- Search Criteria
  Required
- Search Term
  Required
Action
Search

New Profile
Triggers when a member profile is created or updated.
Trigger
Polling
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Updated Order
Triggers when an order is updated.
Trigger
Instant
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- Tags
- Tag Options
- Lead Owner
- Sales Process
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of Update
  Required
Trigger
Instant
Try It
- Type of Update
  Required
- Tags
- Tag Options
- Lead Owner
Trigger
Instant
Try It
- Company Name
  Required
- Primary Email
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Tags
Action
Write
- First Name
- Last Name
- Primary Email
- Company
- Cell Phone Number
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Tags
Action
Write
- Lead
  Required
- Lead Name
- Sales Process
- Status
- Client
- Owner
- Referred By
- Value
- Source
- Close Date
- Description Type
- Description
- Add Tags
- Remove Tags
Action
Write
- Search Criteria
  Required
- Search Term
  Required
Action
Search
- Search Criteria
  Required
Action
Search

About Squarespace Commerce

Squarespace Commerce is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

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Related categories

Website Builders

About WORKetc CRM

WORKetc combines CRM, project management, billing, sales, help desk, and more with a powerful automation engine to drive your business to the next level.

HelpHelp

Related categories

CRM (Customer Relationship Management)