Cassa in Cloud + Keap + WooCommerce Integrations
How to connect Cassa in Cloud + Keap + WooCommerce
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Do even more with Cassa in Cloud + Keap + WooCommerce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cassa in Cloud, Keap, and WooCommerce. And don’t forget that you can add more apps and actions to create complex workflows.
New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Department
Triggers when a new department is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSales PointRequired
NameRequired
Date Of Birth
Gender
Address
City
Country
District
Zipcode
Email
PhoneNumber
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
AddressRequired
CityRequired
ZipcodeRequired
DistrictRequired
Split PaymentRequired
Country
Vat Number
Fiscal Code / SSN
eInvoice Code / Codice Univoco
PEC
Phone Number
Email
Note
Bank Account Holder
Bank Account Institute
Bank Account IBAN
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Has active licenses
ActionThis is an event a Zap performs.SearchFind existing data in your appVat Number / P.IVA
Name
ids
ActionThis is an event a Zap performs.SearchFind existing data in your appID Sales Point
Start DateRequired
End DateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFiscal Code
NameRequired
Email
ids
Sales PointRequired
Date Of Birth
Gender
Address
City
Country
District
Zipcode
PhoneNumber
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 Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAppointment events this trigger will listen to:Required
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.Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
BodyRequired
Title
Type
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Product
Product QuanityRequired
Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ContactsRequired
SubjectRequired
HTML Content
Plain Text Content
Email Address Field
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Email Address
Website
Notes
Opt-In
Address Country Code
Address Street (Line 1)
Address Street (Line 2)
Address City
Address State
Address Zip Code
Address Zip Four
Phone Number
Phone Extension
Phone Type
Phone Number
Phone Extension
Phone Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
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.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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 found
New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Id Sales PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales PointRequired
ID Customer
StatusRequired
Due Date
Delivery Mode
AmountRequired
Destination Street
Destination Country
Destination City
Destination ZipCode
Destination District
Shipping Notes
Buyer Phone Number
Payment Gateway or Method
Prepaid Transaction
Pre-payment Status
Pre-payment Transaction ID
Department for Shipping
Shipping Cost
Row NumberRequired
Product Variant IDRequired
QuantityRequired
PriceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Ids
ActionThis is an event a Zap performs.SearchFind existing data in your appFiscal Code
Name
Email
ids
ActionThis is an event a Zap performs.SearchFind existing data in your appID Sales Point
Start DateRequired
End DateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID Sales Point
Start DateRequired
End DateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVat Number
NameRequired
ids
AddressRequired
CityRequired
ZipcodeRequired
DistrictRequired
Split PaymentRequired
Country
Fiscal Code / SSN
eInvoice Code / Codice Univoco
PEC
Phone Number
Email
Note
Bank Account Holder
Bank Account Institute
Bank Account IBAN
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 Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity events this trigger will listen to:Required
RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag events this trigger will listen to:Required
Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product NameRequired
Active
Product Description
Product Price
Product Short Description
SKU
Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Lead Affiliate Id
Order DateRequired
Product IdRequired
Product QuantityRequired
Price Override
Order TitleRequired
Order TypeRequired
Promo Codes
Sales Affiliate Id
Company
Country Code (e.g., USA)
First Name
Is Invoice to Company
Last Name
Address Line 1
Address Line 2
Locality
Middle Name
Phone
Region (e.g., US-CA)
Zip Code
Zip Four
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Due DateRequired
TitleRequired
User Id
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUpdate 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
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How Cassa in Cloud + Keap + WooCommerce Integrations Work
- Step 1: Authenticate Cassa in Cloud, Keap, and WooCommerce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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