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Automation for Online Stores

Thank customers when they pay, rescue failed payments, turn first orders into repeat ones and keep the team and your stock in view — for WooCommerce and Easy Digital Downloads stores.

Example workflow

Stay on top of stock changes

  1. WooCommerce logoTrigger · WooCommerceA product’s stock status changes
  2. Condition · LogicSwitch
    1. Branch: Sold out
      1. Action · EmailSend Email
    2. Branch: Back in stock
      1. WordPress logoAction · WordPressCreate a post
      2. Action · EmailSend Email
    3. Branch: On backorder
      1. Action · EmailSend Email
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The problem

What makes this slow by hand

  • Every order checked by hand

    Someone opens each order to thank the customer, tell the team or spot the one that looks wrong.

  • Failed payments are lost sales

    A declined card leaves an unpaid order nobody follows up on.

  • One order, then silence

    First-time buyers hear nothing after the receipt, so few of them come back.

  • Stock surprises

    You find out a product ran out when a customer complains.

How FlowWP handles it

The same work, as workflows on your own site

  • Every order, handled as it happensAn order being placed or paid starts a workflow on every plan, so thanking, routing and noting it no longer waits for someone to look.
  • Recover failed paymentsWhen a payment fails, wait, check the order again and only email the customer if it is still unpaid.
  • Turn first orders into repeat onesFollow up after a first purchase with a series of emails and a coupon code generated for that customer.
  • Hold the risky onesCheck an order’s total, payment method or coupon and put it on hold for a quick look before it ships.
  • Customers in your CRMAdd buyers to FluentCRM or Mailchimp as they pay, and reward the ones whose lifetime spend passes an amount.
  • Digital products tooEasy Digital Downloads purchases, refunds and new customers are triggers, with the same builder and run history.

Example workflows

Ready-made workflows to start from

Browse all templates
    1. WooCommerce logoTrigger: An order is paid (WooCommerce)
    2. Action: Send Email (Email)
    WooCommercePersonal plan

    Thank customers after they pay

    A personal thank-you email as soon as an order is paid.

    2 stepsBeginner
    1. WooCommerce logoTrigger: A payment fails on an order (WooCommerce)
    2. Action: Delay (Delay)
    3. WooCommerce logoAction: Get an order’s details (WooCommerce)
    4. Condition: If / Else (Logic)
    5. Action: Send Email (Email)
    6. +5 more steps
    WooCommercePersonal plan

    Recover orders whose payment failed

    An hour after a failed payment, check the order is still unpaid and send the customer a link to pay. If it is still unpaid a day later, tell your team.

    10 stepsAdvanced
    1. WooCommerce logoTrigger: An order is paid (WooCommerce)
    2. FluentCRM logoCondition: A FluentCRM contact has a tag (FluentCRM)
    3. FluentCRM logoAction: Add tags to a FluentCRM contact (FluentCRM)
    4. +7 more steps
    WooCommercePersonal plan

    Turn first-time buyers into repeat customers

    A first order starts a short series: a welcome, a check-in three days later, and a one-time 10% coupon a week after that. Returning customers are just tagged.

    10 stepsAdvanced
    1. WooCommerce logoTrigger: An order is paid (WooCommerce)
    2. Condition: Switch (Logic)
    3. WooCommerce logoAction: Set an order’s status (WooCommerce)
    4. Action: Send Email (Email)
    5. +3 more steps
    WooCommercePersonal plan

    Hold risky orders for a quick check

    Paid orders over 1,000 go on hold for a person to check; guest orders using a coupon get a note and an alert. Everything else is marked as checked.

    7 stepsAdvanced
    1. WooCommerce logoTrigger: A product’s stock status changes (WooCommerce)
    2. Condition: Switch (Logic)
    3. Action: Send Email (Email)
    4. +3 more steps
    WooCommercePersonal plan

    Stay on top of stock changes

    Sold out? Your buyer hears at once. Back in stock? A draft “back in stock” post is written for you to publish. On backorder? The team is told.

    6 stepsIntermediate
    1. Easy Digital Downloads logoTrigger: An order is refunded (Easy Digital Downloads)
    2. Easy Digital Downloads logoAction: Add a note to an order or customer (Easy Digital Downloads)
    3. Action: Delay (Delay)
    4. Action: Send Email (Email)
    DownloadsPersonal plan

    Ask what went wrong after a refund

    A refunded order is written on the customer record, then a day later the customer is asked what happened — while it is recent but no longer raw.

    4 stepsIntermediate

Before you start

  • Which plan you need. An order being placed or paid, an order reaching a status and adding a note to an order are on every plan, including Free. Payment failures, refunds, stock, coupons, lifetime spend and the order actions, such as setting a status or generating a coupon, start on Personal. Each integration page lists the plan for every step.
  • Test without touching real orders. A test run uses sample data and rehearses steps that would change something, so you can check a workflow before a real customer meets it.
  • Messages to customers. Emails go through your site’s own mailer. WhatsApp messages need a WhatsApp Business connection and an approved template for the first message to a customer.
  • Your CRM and newsletter tool keep their own lists. FlowWP adds and tags customers at the right moment; campaigns are still sent from FluentCRM, Mailchimp or MailPoet.

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