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WooCommerce order automation

Decide once what should follow an order — the thank-you, the CRM tag, the alert for a large order, the follow-up when a payment fails — and let every order get it.

How it worksReady-made workflows

Intermediate · 6 ready-made workflows

A real workflow from the template library

Flag large orders to your team

  1. WooCommerce logoTrigger · WooCommerceAn order is paid
  2. Condition · LogicSwitch
  3. Branch: Large orders
    Action · EmailSend Email
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The problem

What is done by hand today

After each order someone sends a personal thank-you, tags the customer in the CRM, tells the team about large orders and chases payments that failed. It works for ten orders a week and breaks at a hundred.

How the workflow solves it

From the event to the result

  1. Trigger

    An order is placed, is paid or reaches a status — on every plan. From Personal: a payment fails, an order is refunded, a specific product or a product in a category is bought, an order total or a customer’s lifetime spend passes an amount.

  2. Logic

    If / Else on the order total, the payment method or whether it is a first order, so a large order or a first-time buyer gets different handling. Only continue if keeps everything else out of the workflow.

  3. Actions

    Email the customer and add a note to the order on every plan. From Personal: change the order’s status, generate a coupon code, add and tag the customer in FluentCRM or add them to Mailchimp, message the team on Slack, and wait days before following up.

  4. Result

    Every order gets the same care, at any hour, and the order notes and run history show what was done.

Ready-made workflows

Start from one of these

Browse all templates
    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. 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: An order is paid (WooCommerce)
    2. Condition: Switch (Logic)
    3. Action: Send Email (Email)
    WooCommercePersonal plan

    Flag large orders to your team

    Orders over 500 go to someone who can give them extra care. Change the amount to suit your store.

    3 stepsIntermediate
    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. 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: An order is paid (WooCommerce)
    2. Slack logoAction: Send a Slack message (Slack)
    MessagingPersonal plan

    Tell the team about every order in Slack

    A paid order posts to your channel with what was bought, what it came to, and a link straight to the order. The one automation nearly every shop wants first.

    2 stepsBeginner

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