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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Created" from Indy.

Add your action

An action happens after the trigger—such as "Create Coupon" in WooCommerce.

You’re connected!

Zapier seamlessly connects Indy 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.

Client Created
Triggers when a new client is created.
Trigger
Instant
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Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Deposit Paid
Triggers when an invoice deposit is paid.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed.
Trigger
Instant
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Deliverable Created
Triggers when a deliverable is created.
Trigger
Instant
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Project Marked Done
Triggers when a project is marked done.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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Create Coupon
Creates a new Coupon.
Action
Write
Create Customer
Creates a new Customer.
Action
Write
Create Order
Creates a new Order.
Action
Write
Update Order
Updates an existing Order.
Action
Write
Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
Action
Write
Update Product
Updates an existing Product or Variation.
Action
Write
Create Subscription Note
Creates a new Subscription Note.
Action
Write
Create User Membership
Creates a new User Membership.
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Customer
Finds a Customer by searching.
Action
Search
Find Order Note
Finds an Order Note by searching.
Action
Search
Find Product
Finds a Product or Variation by searching.
Action
Search
Find Subscription
Finds a Subscription by searching.
Action
Search
Find or Create Coupon
Finds a Coupon by searching.
Action
Search or write
Find or Create Order Note
Finds an Order Note by searching.
Action
Search or write
Find or Create Product
Finds a Product or Variation by searching.
Action
Search or write
Find or Create Subscription
Finds a Subscription by searching.
Action
Search or write

Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Deliverable Marked Done
Triggers when a deliverable is marked done.
Trigger
Instant
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Project Created
Triggers when a project has been created.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved.
Trigger
Instant
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Task Marked Done
Triggers when a task is marked done.
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
Update Coupon
Updates an existing Coupon.
Action
Write
Update Customer
Updates an existing Customer.
Action
Write
Create Order Note
Creates a new Order Note.
Action
Write
Create Product
Creates a new Product or Variation.
Action
Write
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
Action
Write
Create Subscription
Creates a new Subscription.
Action
Write
Update Subscription
Updates an existing Subscription.
Action
Write
Update User Membership
Updates an existing User Membership.
Action
Write
Find Coupon
Finds a Coupon by searching.
Action
Search
Find Membership Plan
Finds a Membership Plan by searching.
Action
Search
Find Order
Finds an Order by searching.
Action
Search
Find Subscription Note
Finds a Subscription Note by searching.
Action
Search
Find User Membership
Finds a User Membership by searching.
Action
Search
Find or Create Customer
Finds a Customer by searching.
Action
Search or write
Find or Create Order
Finds an Order by searching.
Action
Search or write
Find or Create Subscription Note
Finds a Subscription Note by searching.
Action
Search or write
Find or Create User Membership
Finds a User Membership by searching.
Action
Search or write

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Connect Indy and WooCommerce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate WooCommerce on the Zapier blog

Make work flow with AI

Level up your Indy to WooCommerce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Indy + WooCommerce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Indy and WooCommerce

What are the basic steps to integrate Indy with WooCommerce?

To integrate Indy with WooCommerce, you will need to create a Zap using our platform. Begin by selecting WooCommerce as your trigger app and selecting a specific event, such as 'New Order.' Then, choose Indy as your action app and define an action like 'Create Task' to log the order.

Can I automate invoice creation in Indy for new WooCommerce orders?

Yes, once integrated, you can set up a trigger in WooCommerce for 'New Order' and link it to an action in Indy such as 'Create Invoice.' This setup will automatically generate an invoice in Indy every time you receive a new order through WooCommerce.

What triggers are available for WooCommerce when setting up the integration with Indy?

When integrating with Indy, available triggers in WooCommerce include events like 'New Order,' 'Order Updated,' and 'Customer Created.' You can use these triggers to automate tasks or actions within the Indy application.

Can I update client information in Indy when details change in WooCommerce?

Certainly! By using the 'Customer Updated' trigger from WooCommerce and linking it to the 'Update Contact' action in Indy, any changes made to customer information on your store can be automatically updated in Indy's contacts.

Is it possible to track inventory changes from WooCommerce within my project tasks in Indy?

Yes, you can track inventory updates by setting up a Zap where an inventory change event in WooCommerce serves as the trigger. You can then assign an appropriate task update or create a new task action within Indy reflecting these changes.

How do I handle failed payments from WooCommerce orders using Indy's task management system?

You can manage failed payments by triggering on the 'Order Payment Failed' event from WooCommerce. This event can be mapped to an action like 'Create Task' or 'Notify Team' within Indy's task management system, ensuring your team is alerted and tasks are created for follow-up actions.

Will I be able to synchronize product updates between my platforms? If yes, how?

Synchronizing product updates between platforms requires setting up triggers for product changes or updates from WooCommerce. These triggers can lead into corresponding actions that reflect those updates within Indy's workspace, ensuring consistency across both systems.

About Indy

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WooCommerce

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

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