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

  • January 22, 2024
  • 7 replies
  • 56 views

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,

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7 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 22, 2024

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


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
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  • Zapier Staff
  • January 25, 2024

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!


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


ken.a
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  • Zapier Staff
  • January 26, 2024

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! 😊


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
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  • Zapier Staff
  • January 31, 2024

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!