1.Order paid event fires
Integrate WooCommerce, ecommerce order tools, and payment monitoring to detect paid orders and trigger deal tracking.
Add paid orders to buyer list and sales pipeline
Automatically monitor WooCommerce order paid events across sales and ops tools. Create and update when orders are paidβso you can add buyer contacts, create CRM deals, and generate sales invoices without manual invoicing.
How this automation accelerates your pipeline
When WooCommerce order paid events happen, gaps can break deal flow and leave invoices unissued. This automation records order line items, updates buyer contacts and lists, creates CRM deals, and generates sales invoicesβso your team can track paid orders end to end.
WooCommerceor swap with your favorite app
2.Creates ops record
Integrate Airtable, spreadsheet mapping, and reporting tables to create ops record rows and record line items.
Airtableor swap with your favorite app
3.Updates buyer contact and list
Integrate ActiveCampaign, contact matching tools, and list audiences to add or update buyers and add them to purchaser lists.
ActiveCampaignor swap with your favorite app
4.Computes numeric deal value
Integrate Formatter by Zapier, data formatting tools, and numeric conversion to output CRM-ready deal value fields.
Formatter by Zapieror swap with your favorite app
5.Creates CRM deal
Integrate ActiveCampaign, deal pipelines, and custom fields to create a deal linked to the buyer and map order details.
6.Creates sales invoice
Integrate Xero, invoicing accounting, and contact creation to generate a sales invoice and email it by territory rules.
Xeroor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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