Salesmate + WooCommerce
Create deals in Salesmate for new WooCommerce orders
Streamline your sales process with this efficient workflow. When a new order is placed in WooCommerce, a deal is instantly created in Salesmate. This automation saves you valuable time by eliminating manual data entry, and ensures that every order transforms into a solid Salesmate deal for effective tracking and management.
Streamline your sales process with this efficient workflow. When a new order is placed in WooCommerce, a deal is instantly created in Salesmate. This automation saves you valuable time by eliminating manual data entry, and ensures that every order transforms into a solid Salesmate deal for effective tracking and management.
- When this happens...
OrderTriggers when any Order is created, updated, deleted, etc.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new Deal, probably with input from previous steps.
ActionWriteCreate a new record or update an existing record in your app.
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Update Coupon
Updates an existing Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Customer
Updates an existing Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Order Note
Creates a new Order Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a new Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription
Creates a new Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Subscription
Updates an existing Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update User Membership
Updates an existing User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Membership Plan
Finds a Membership Plan by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Order
Finds an Order by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Order
Finds an Order by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New De-Activated User
Triggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Activity Note
Triggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Company Note
Triggers when a new company note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact Note
Triggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Company
Triggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Deal
Triggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Object IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add New User
Created new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Random User
Select a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Company IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
Object IdRequired
Note IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
Object IdRequired
Note IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for Total Rows in Activity
Searches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for Total Rows in Contacts
Searches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Company
Finds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Deal
Finds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Activity
Search or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Contact
Search or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTeammates
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or create a contact
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSelect ModuleRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Create Coupon
Creates a new Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Customer
Creates a new Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Order
Creates a new Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Order
Updates an existing Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Updates an existing Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription Note
Creates a new Subscription Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create User Membership
Creates a new User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew User
Triggers when a new user created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Activity
Triggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Module NameRequired
Object IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Activity IdRequired
Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Deal IdRequired
Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
Enter the Record IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for Total Rows in Company
Searches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for Total Rows in Deal
Searches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Activity
Finds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Contact
Finds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Deal
Search or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create a Company
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTeammates
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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