Capsule CRM + WooCommerce

Create WooCommerce orders from new or updated Capsule CRM opportunities

Streamline your sales process with this Capsule CRM and WooCommerce automation. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a corresponding order in WooCommerce. Save time and effort by efficiently managing your sales activities while ensuring accurate order information for your online store.

Streamline your sales process with this Capsule CRM and WooCommerce automation. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a corresponding order in WooCommerce. Save time and effort by efficiently managing your sales activities while ensuring accurate order information for your online store.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    WooCommerceWooCommerce
    Create Order

    Creates a new Order.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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woocommerce logo
woocommerce logo

About WooCommerce

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

Related categories

  • eCommerce
  • WordPress