Automate Customerly and WooCommerce
You can combine any triggers and actions to create automation rules that save you time.
Triggers
Orders
- When a WooCommerce order is created
- When a WooCommerce order is processed via checkout
- When a WooCommerce order is paid
- When a WooCommerce order is refunded
- When a WooCommerce order is deleted
- When a WooCommerce order is pending payment
- When a WooCommerce order is processing
- When a WooCommerce order is held
- When a WooCommerce order is completed
- When a WooCommerce order is cancelled
- When a WooCommerce order has failed
Customers
- When a customer's lifetime value surpasses a certain amount
- When a customer has made a certain number of orders
- X days since a customer's last order date
Subscriptions
- WooCommerce and Customerly Integration. This WordPress plugin lets you connect Customerly to WooCommerce and all your favorite checkout, registration, and contact form plugins at no extra cost.
- When the trial period for a subscription has reached its end date
- When a subscription is suspended
- When a subscription's renewal payment fails
- When a subscription's renewal payment completes
- When a subscription that was cancelled by a customer or store owner has reached the end of the term covered by the last payment
- When a subscription expires
- When a subscription has reached its end date
- When a subscription is created
- When a subscription is cancelled
- When a subscription is activated
- X days before a subscription ends
- X days before a subscription renews
- X days before a saved card expires
Products
- When a product is published
- When a product is unpublished
- When a product is deleted
- When a product is purchased
- When a product is refunded
Actions
Products
- Create or update a product
- Delete a product
Users / Leads
- Create or update a user / lead in Customerly
- Unsubscribe a user / lead from Customerly
Tags
- Tag a user / lead in Customerly
- Remove a Tag from a user / lead in Customerly
Sample Automation Rules
Explore sample automation rules to streamline your connection.
Users / Leads
Create or update a user / lead in Customerly when a WooCommerce order is paid.
Unsubscribe a user / lead from Customerly when a WooCommerce order is refunded.
Create or update a user / lead in Customerly when a customer's lifetime value surpasses a certain amount.
Tags
Tag a user / lead in Customerly when a WooCommerce order is paid.
Remove a Tag from a user / lead in Customerly when a WooCommerce order is refunded.
Tag a user / lead in Customerly when a customer's lifetime value surpasses a certain amount.
Ready to get started?
You can connect Customerly to WooCommerce 4 simple steps.
First, go ahead and install Noptin.
Next, install the Customerly and WooCommerce add-ons.
Once you've installed the Customerly addon, Noptin will redirect you to the Customerly settings page where you can connect your Customerly account.Connect your account and then map the Noptin custom fields to Customerly custom fields.
Finally, create any needed automation rules or automated emails.
Save money
You can also connect Customerly to other WordPress plugins and forms at no extra cost to you. All Noptin plans give you access to 61 add-ons and integrations that you can download freely from your account. This saves you money since you don’t have to purchase a separate add-on for each service you use.
What are you waiting for?
Connect WooCommerce to Customerly Now
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