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  • How do I sync Clickfunnels purchases to WooCommerce and set up a conditional email/PDF step?
Question

How do I sync Clickfunnels purchases to WooCommerce and set up a conditional email/PDF step?

  • 22 January 2024
  • 7 replies
  • 22 views
H
Userlevel 1

Hi Team,

 

Thanks in advance for the help.

 

So here is what I’m trying to achieve:

I have a funnel, where I have added an orderfiorm, On purchase, the subscription should sync to WooCommerce.

 

The next step is a conditional step, where if the customer selects yes, we need to create another subscription, and if he selects no, send an email with PDF.

 

We are using clickfunnel payments.

 

Thanks,

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @harssh_outgive 

Have you reviewed the available Zap triggers/actions for each app?

ClickFunnels: https://zapier.com/apps/clickfunnels/integrations#triggers-and-actions

WooCommerce: https://zapier.com/apps/woocommerce/integrations#triggers-and-actions

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
H
Userlevel 1

Hi, 

I have checked the available Zaps, but not sure how do I set it up, and since the payment is in CF, how will it renew in WooCommerce?

ken.a
Userlevel 7
Badge +6

Hi there @harssh_outgive,

Welcome to the Community! 🎉

Before we dig deeper, have you tried setting your Zap up like this?

  1. Trigger: ClickFunnels - New Successful Purchase
  2. Action: Paths by Zapier
  3. Path A - only continue if the customer selected “Yes”
  4. Action: WooCommerce - Create Subscription
  5. Path B - only continue if the customer selected “No”
  6. Action: Gmail - Send Email

Do you think this workflow works for you? Please let me know!

H
Userlevel 1

Hi @ken.a 
Thanks for the steps, let me test this steps and let you know :) 

ken.a
Userlevel 7
Badge +6

You are most welcome @harssh_outgive!

Take your time and please let me know if you have any more questions. I’d be happy to help! 😊

H
Userlevel 1

Yes, I’m testing this.

Also, another question is, can run a trigger when we tag a contact in Clickfunnel?

I’m thinking of applying a tag, and create order for specific product based on the tag?

Please let me know.
Thanks in Advance.

ken.a
Userlevel 7
Badge +6

Hi @harssh_outgive,

If the ClickFunnels trigger can return the tag data. I believe you can add a Filter step after the trigger so that the Zap will only continue if the condition is satisfied.

You can learn more about Filter by Zapier here: https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters

 Hopefully, this points you to the right direction!

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