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How Zapier works
Zapier makes it easy to integrate AccountEdge with WooCommerce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Customer" from AccountEdge.
Add your action
An action happens after the trigger—such as "Create Coupon" in WooCommerce.
You’re connected!
Zapier seamlessly connects AccountEdge and WooCommerce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer
Triggers when a new customer is created.
Try ItTriggerPolling - Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerPolling - Sale Type
Try ItTriggerPolling- Is Lead
- Update
Try ItTriggerPolling
- Is Lead
Try ItTriggerPolling- Sale Type
Try ItTriggerPolling- Update
Try ItTriggerPolling- update
Try ItTriggerPolling
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Frequently Asked Questions about AccountEdge + WooCommerce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AccountEdge and WooCommerce
How can I integrate AccountEdge with WooCommerce?
To integrate AccountEdge with WooCommerce, you can utilize our platform to set up workflows where specific actions in WooCommerce trigger corresponding actions in AccountEdge. This often involves configuring certain triggers, like a new order in WooCommerce, which then prompts actions in AccountEdge, such as creating a sale or updating inventory.
What are the common triggers for the integration between AccountEdge and WooCommerce?
Common triggers include new orders being placed in WooCommerce and updates to customer information. These triggers will automatically initiate actions such as creating corresponding sales data or updating customer records in AccountEdge.
Can inventory levels be synced between WooCommerce and AccountEdge?
Yes, you can synchronize inventory levels by setting a workflow where changes in product quantity in one platform trigger updates on the other. For example, when inventory is updated in WooCommerce due to a sale, an action will update the stock level appropriately in your AccountEdge system.
How do I handle errors during integration between these platforms?
We have built-in tools that help to monitor integration workflows for any errors. When a trigger fails or does not result in the expected action, our system will notify you with details about the error so you can take corrective steps.
Is it possible to automate invoice creation from WooCommerce orders into AccountEdge?
Absolutely! You can set up a trigger for when a new order is completed in WooCommerce, which will initiate an action to create an invoice for that order directly within your AccountEdge account.
What should I do if my customers' information doesn't update across both platforms?
If customer information fails to update properly across platforms, ensure that the workflow's triggers are correctly set. Any updates made on one side should lead to automated actions updating records on the other.
Are there any limitations when integrating complex data fields from WooCommerce into AccountEdge?
Some complex data fields may require custom mapping when setting up your integration workflows. While we support many standard fields out-of-the-box, custom fields might need additional configuration steps to ensure accurate data transfer between systems.