WooCommerce → Keap/InfusionsoftEvents and actions

Use WooCommerce events to automate Keap/Infusionsoft

Choose an event from WooCommerce to start an automation, then choose from the Keap/Infusionsoft actions listed below. The action settings show what information you need to provide.

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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Add a contact to a Tag in Keap/Infusionsoft when a WooCommerce order is paid

  1. When a WooCommerce order is paid
  2. Add a contact to a Tag in Keap/Infusionsoft

Add a contact to a Campaign in Keap/Infusionsoft when a product is purchased

  1. When a product is purchased
  2. Add a contact to a Campaign in Keap/Infusionsoft

Create or update a contact in Keap/Infusionsoft when a customer abandons their cart

  1. When a customer abandons their cart
  2. Create or update a contact in Keap/Infusionsoft

Available in Noptin

Keap/Infusionsoft actions

Contacts

2 actions

View actions
  • Create or update a contact in Keap/Infusionsoft
  • Remove a contact from Keap/Infusionsoft

Tags

2 actions

View actions
  • Add a contact to a Tag in Keap/Infusionsoft
  • Remove a contact from a Tag in Keap/Infusionsoft

Campaigns

2 actions

View actions
  • Add a contact to a Campaign in Keap/Infusionsoft
  • Remove a contact from a Campaign in Keap/Infusionsoft

Available in Noptin

WooCommerce events and actions

Orders

11 events · 3 actions

View events and actions

Events

  • 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

Actions

  • Change the status of a WooCommerce order
  • Add or update a custom field on a WooCommerce order
  • Add a note to a WooCommerce order

Carts

1 event

  • When a customer abandons their cart

Customers

3 events

View events
  • 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

13 events · 7 actions

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Events

  • 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

Actions

  • Change the status of a WooCommerce subscription
  • Add or update a custom field on a WooCommerce subscription
  • Add a note to a WooCommerce subscription
  • Add a product line item to a WooCommerce subscription
  • Remove a product line item from a WooCommerce subscription
  • Apply a coupon to a WooCommerce subscription
  • Remove a coupon from a WooCommerce subscription

Products

5 events · 2 actions

View events and actions

Events

  • 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

  • Create or update a product
  • Delete a product

About this connection

How the two tools fit together

WooCommerce: Send bulk emails to your WooCommerce customers or customers who purchased a specific product.

Keap/Infusionsoft: Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform designed to help small businesses manage contacts, automate marketing tasks, and streamline sales processes to enhance customer relationships and drive growth.

What information can you send?

Connect Keap/Infusionsoft, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the WooCommerce event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Keap/Infusionsoft account and the audience selected.

Start here

Set up WooCommerce and Keap/Infusionsoft with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
  3. Install and set up WooCommerce on your WordPress site. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Choose an event from WooCommerce to start the automation.
  2. Choose an action from Keap/Infusionsoft in the list above and fill in its required settings.
  3. Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

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