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Create new Copilot clients from new WooCommerce orders
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WooCommerce + Copilot

Create new Copilot clients from new WooCommerce orders

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WooCommerce + Copilot

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.

Add your action

An action happens after the trigger—such as "Create Coupon" in WooCommerce.

You’re connected!

Zapier seamlessly connects Copilot and WooCommerce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

List App Installs
Lists the app installs in a workspace.
Trigger
Polling
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Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
List Clients
Lists the clients.
Trigger
Polling
Try It
Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
Try It
Contract Signed
Triggers when a contract is signed.
Trigger
Instant
Try It

List Custom Fields
Lists all available custom fields.
Trigger
Polling
Try It
File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It

- File Channel Id
  Required
- Folder path
- Limit
Trigger
Polling
Try It
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
Try It
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Polling
Try It
Invoice Deleted
Triggers when an invoice is deleted
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
Try It
List Invoice Templates
Lists the invoice templates.
Trigger
Polling
Try It
Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Polling
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
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Note Deleted
Triggers when a note is deleted.
Trigger
Instant
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Note Updated
Triggers when a note is updated.
Trigger
Instant
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Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Instant
Try It
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Instant
Try It
List Prices
Lists the prices.
Trigger
Polling
Try It
List Products
Lists the products.
Trigger
Polling
Try It
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Instant
Try It
List Subscriptions
Lists the subscriptions.
Trigger
Polling
Try It
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Instant
Try It
Task Created
Triggers when a task gets created in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
- Created By
- Parent Task ID
- Status
- Client ID
- Company ID
- Internal User ID
Trigger
Polling
Try It
Task Updated
Triggers when a task gets updated in your workspace.
Trigger
Instant
Try It
- Custom Field ID
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- Company ID
- The client ids to be part of the App Connection
Action
Write
- Custom Field ID
  Required
- Given name
  Required
- Family Name
  Required
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Custom Field ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel ID
  Required
- Folder path
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Title
  Required
- The content of the App Connection
  Required
Action
Write
- Subscription
Action
Write
- Name
  Required
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Write
- Custom Field ID
  Required
- Client ID
- Company ID
Action
Search
- Custom Field ID
  Required
- Email
  Required
- Company ID
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Client ID
- Company ID
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- Custom Field ID
  Required
- Name
  Required
- Icon Image URL
Action
Search or write
- Custom Field ID
  Required
- Channel ID
  Required
- Folder path
- File Content
  Required
Action
Search or write
- Custom Field ID
  Required
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Title
  Required
- The content of the App Connection
  Required
Action
Search or write
- Custom Field ID
  Required
- Name
  Required
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Search or write
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
Create Coupon
Creates a new Coupon.
Action
Write
Create Customer
Creates a new Customer.
Action
Write
Create Order
Creates a new Order.
Action
Write
Update Order
Updates an existing Order.
Action
Write
Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
Action
Write
Update Product
Updates an existing Product or Variation.
Action
Write
Create Subscription Note
Creates a new Subscription Note.
Action
Write
Create User Membership
Creates a new User Membership.
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- Link url
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Customer
Finds a Customer by searching.
Action
Search
Find Order Note
Finds an Order Note by searching.
Action
Search
Find Product
Finds a Product or Variation by searching.
Action
Search
Find Subscription
Finds a Subscription by searching.
Action
Search
Find or Create Coupon
Finds a Coupon by searching.
Action
Search or write
Find or Create Order Note
Finds an Order Note by searching.
Action
Search or write
Find or Create Product
Finds a Product or Variation by searching.
Action
Search or write
Find or Create Subscription
Finds a Subscription by searching.
Action
Search or write

Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
Try It
Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
Try It
Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
- Query param to filter placeholder companies
Trigger
Polling
Try It
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field ID
  Required
Trigger
Polling
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form ID
  Required
Trigger
Instant
Try It
Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when an invoice is created
Trigger
Instant
Try It
List Invoices
Lists the invoices.
Trigger
Polling
Try It
Invoice Sent
Triggers when an invoice is sent
Trigger
Instant
Try It
Invoice Voided
Triggers when an invoice is voided
Trigger
Instant
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- File Channel Id
  Required
- Limit
Trigger
Polling
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Limit
Trigger
Polling
Try It
- Recipient ID
Trigger
Instant
Try It
List Payments
Lists the payments.
Trigger
Polling
Try It
Price Created
Triggers when a price is created
Trigger
Instant
Try It
Product Created
Triggers when a product is created
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated
Trigger
Instant
Try It
Subscription Created
Triggers when an subscription is created
Trigger
Instant
Try It
List Subscription Templates
Lists the subscription templates.
Trigger
Polling
Try It
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Instant
Try It
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
Trigger
Polling
Try It
List Workspace
List the workspace associated with the portal
Trigger
Polling
Try It
- Email
  Required
- Given name
  Required
- Family Name
  Required
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID
Action
Write
- Channel ID
  Required
- Folder path
- File Content
  Required
Action
Write
- Recipient ID
  Required
- Form ID
  Required
Action
Write
- Channel ID
  Required
- Folder path
- Link url
  Required
Action
Write
- The text content of the message
  Required
- File Channel Id
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Title
  Required
- The content of the App Connection
  Required
- Custom Field ID
  Required
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Name
  Required
- Description
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Is Archived
Action
Write
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Name
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Email
  Required
- Company ID
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
Action
Search or write
- Custom Field ID
  Required
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Search or write
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
Update Coupon
Updates an existing Coupon.
Action
Write
Update Customer
Updates an existing Customer.
Action
Write
Create Order Note
Creates a new Order Note.
Action
Write
Create Product
Creates a new Product or Variation.
Action
Write
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
Action
Write
Create Subscription
Creates a new Subscription.
Action
Write
Update Subscription
Updates an existing Subscription.
Action
Write
Update User Membership
Updates an existing User Membership.
Action
Write
Find Coupon
Finds a Coupon by searching.
Action
Search
Find Membership Plan
Finds a Membership Plan by searching.
Action
Search
Find Order
Finds an Order by searching.
Action
Search
Find Subscription Note
Finds a Subscription Note by searching.
Action
Search
Find User Membership
Finds a User Membership by searching.
Action
Search
Find or Create Customer
Finds a Customer by searching.
Action
Search or write
Find or Create Order
Finds an Order by searching.
Action
Search or write
Find or Create Subscription Note
Finds a Subscription Note by searching.
Action
Search or write
Find or Create User Membership
Finds a User Membership by searching.
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Copilot and WooCommerce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate WooCommerce on the Zapier blog

Make work flow with AI

Level up your Copilot to WooCommerce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Copilot + WooCommerce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and WooCommerce

What are the basic triggers available when integrating with Copilot and WooCommerce?

We support a variety of triggers when integrating Copilot with WooCommerce, including when a new order is placed, an order status changes, or a new product is added. These triggers can automate follow-up actions such as sending notifications or updating databases.

Can we customize actions based on WooCommerce product categories?

Yes, our integration allows you to customize actions based on specific WooCommerce product categories. For instance, you can set up automated email notifications that are tailored for different categories whenever a purchase is made.

How do we handle failed transactions in the integration?

In cases of failed transactions, you can set up automated workflows to alert your team via email or Slack and trigger customer follow-ups for resolution. Our system ensures you are aware of transaction issues immediately.

Is it possible to sync inventory between Copilot and WooCommerce?

Absolutely! You can set up automatic inventory updates between Copilot and WooCommerce so that any changes in stock levels are immediately reflected across both platforms, reducing the chance of overselling.

What type of customer notifications can be configured in this integration?

You can configure various types of customer notifications including shipping updates, order confirmations, and personalized messages after certain triggers like successful payments or completed deliveries.

Do we support recurring billing through this integration?

While our integration primarily focuses on one-time transactions, it also supports recurring billing setups by triggering invoices and payment reminders at specified intervals through custom workflows.

How does the integration handle refunds from WooCommerce?

Refund processing is streamlined by automatically initiating related workflows once a refund trigger from WooCommerce is detected. This might include notifying financial teams or adjusting customer databases accordingly.

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About WooCommerce

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

Learn moreLearn moreHelpHelp

Related categories

eCommerce WordPress

Connect Copilot and WooCommerce to unlock the power of automation

Set up your first integration

Create new Copilot clients from new WooCommerce orders

Create new Copilot clients from new WooCommerce orders

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Copilot and WooCommerce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate WooCommerce on the Zapier blog

How to add or update ActiveCampaign contacts for new WooCommerce orders

7 ways to automate WooCommerce with Zapier

Make work flow with AI

Frequently Asked Questions about Copilot + WooCommerce integrations

Connect Copilot to WooCommerce on the world's largest no-code automation platform