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Question

How do I trigger a Zap only for new WooCommerce wholesale user customers?


I am trying to set up a custom work flow that is triggered by a new woocommerce WHOLESALE USER-only customer being created. How can I set up a workflow that triggers based on a specific user role, rather than any? There doesn’t seem to be an option for choosing roles, only customer. To clarify, this flow is to manage our new wholesale client leads and don’t want this flow to apply to all of our retail customers. 

 

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2 replies

Troy Tessalone
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Hi @organic_beeoch 

Add a Filter as Step 2: https://zapier.com/apps/filter/help


SamB
Community Manager
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  • Community Manager
  • 7733 replies
  • June 10, 2024

Welcome to the Community, @organic_beeoch! 🎉

Were you able to get a Filter set up that only allows the Zap to continue if the customer’s role is set to “wholesale user”? 

Keen to ensure you’re all set so please do let us know if you need any further assistance at all - to help further! 🙂