Create WooCommerce Order Automatically When Sale Happens on Convertri Page Using Pabbly Connect

Learn how to automate WooCommerce orders when a sale occurs on Convertri using Pabbly Connect. Step-by-step guide included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WooCommerce and Convertri Integration

To create a WooCommerce order automatically when a sale happens on Convertri, the first step is to set up Pabbly Connect. Begin by logging into your Pabbly Connect account and navigate to the dashboard. If you are new to Pabbly Connect, you can sign up for a free account and get started with 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Convertri to WooCommerce Automation’ and click ‘Create’. This will lead you to the workflow page where you can set up the trigger and action.

2. Trigger Setup with Convertri in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Convertri as the trigger application and choose the event ‘New Purchase’. This event will initiate the workflow whenever a sale occurs on your Convertri page.

• Search for Convertri and select it.
• Select ‘New Purchase’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Now, navigate to your Convertri dashboard, go to the account section, and find the webhook secret key. Generate a new key, then go to your product settings and paste the webhook URL in the webhook URL field. Save the changes to complete the trigger setup.

3. Testing the Convertri Purchase Trigger

After setting up the trigger, it’s crucial to test it to ensure it works correctly. Perform a test purchase on your Convertri sales page. Fill in the customer details, including name, email, and payment information, and complete the transaction.

Once the purchase is completed, return to Pabbly Connect to check if the data from the purchase has been captured. You should see the details of the order, including transaction amount and customer information, in the response section.

4. Setting Up WooCommerce in Pabbly Connect

Now that you have tested the trigger, it’s time to set up the action in Pabbly Connect. Choose WooCommerce as the application for the action step. Select ‘Retrieve Customer by Email’ as the action event to check if the customer already exists in your WooCommerce store.

• Connect your WooCommerce account by entering your Consumer Key, Consumer Secret, and Store URL.
• Map the customer email from the previous step.
• Save and send a test request to retrieve the customer data.

Based on the response, you can determine if the customer is new or existing. This will dictate the next steps in your workflow.

5. Creating Orders in WooCommerce through Pabbly Connect

Depending on whether the customer is existing or new, set up two different paths using the router feature in Pabbly Connect. For existing customers, you will create an order directly in WooCommerce. Select ‘Create an Order’ as the action event and map the necessary fields such as customer ID, billing details, and product information.

If the customer is new, first create the customer in WooCommerce using ‘Add New Customer’ and then create the order. Map all the required fields from the Convertri purchase data, ensuring a seamless transition from sale to order creation.

Conclusion

This tutorial demonstrates how to automate the process of creating WooCommerce orders automatically when a sale happens on Convertri using Pabbly Connect. By following these steps, you can streamline your e-commerce operations and enhance productivity without manual data entry.