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Connect Clientary to WooCommerce

Use 9 documented Clientary triggers to run 22 documented WooCommerce actions.

9 source triggers
22 target actions
Reverse direction supported
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Why Connect Clientary & WooCommerce?

Start with a Clientary event

Choose from 9 documented triggers, including New Client Created, New Contact Created, New Estimate Created.

Run a WooCommerce action

Send the event into one of 22 documented actions, such as Add Order Note, Create Customer, Create Order.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Clientary logo

Clientary

Triggers (9)

New Client Created

Emit new events when a new client was created. See the docs

polling
New Contact Created

Emit new events when a new contact was created. See the docs

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New Estimate Created

Emit new events when a new estimate was created. See the docs

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New Expense Created

Emit new events when a new expense was created. See the docs

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New Invoice Created

Emit new events when a new invoice was created. See the docs

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New Payment Created

Emit new events when a new payment was created. See the docs

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New Project Created

Emit new events when a new project was created. See the docs

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New Staff Created

Emit new events when a new staff was created. See the docs

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New Task Created

Emit new events when a new task was created. See the docs

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Actions (5)

Create Client

Creates a new client. See docs here

Create Estimate

Creates a new estimate. See docs here

Create Expense

Creates a new expense. See docs here

Create Invoice

Creates a new invoice. See docs here

Create Task

Creates a new task. See docs here

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WooCommerce

Triggers (4)

New Coupon Event (Instant)

Emit new event each time the specified coupon event(s) occur

webhook
New Customer Event (Instant)

Emit new event each time the specified customer event(s) occur

webhook
New Order Event (Instant)

Emit new event each time the specified order event(s) occur

webhook
New Product Event (Instant)

Emit new event each time the specified product event(s) occur

webhook

Actions (22)

Add Order Note

Create a new note for an order. See the docs

Create Customer

Creates a new customer. See the docs

Create Order

Creates a new order. See the docs

Create Product

Creates a new product. See the docs

Create Refund

Create a new refund for an order. See the docs

Delete Order

Delete an existing order. See the docs

Get Customer

Retrieve a specific customer. See the docs

Get Order

Retrieve a specific order. See the docs

Get Order Note

Retrieve a specific order note. See the docs

Get Product

Retrieve a specific product. See the docs

List Categories Options

Retrieves available options for the Categories field.

List Customer Options

Retrieves available options for the Customer field.

List Order ID Options

Retrieves available options for the Order ID field.

List Order Notes

Retrieve a list of notes for a specific order. See the docs

List Orders

Retrieve a list of orders. See the docs

List Payment Method Options

Retrieves available options for the Payment Method field.

List Product ID Options

Retrieves available options for the Product ID field.

List Products

Retrieve a list of products. See the docs

List Products Options

Retrieves available options for the Products field.

Search Customers

Finds a customer by searching. See the docs

Update Order Status

Update the status of a specific order. See the docs

Update Product

Updates a product. See the docs

Integration Features

9 documented Clientary triggers
22 documented WooCommerce actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported WooCommerce to Clientary direction

Capability Examples

Clientary trigger → WooCommerce action

Catalog example
ClientaryClientary

New Client Created

WooCommerceWooCommerce

Add Order Note

WooCommerce trigger → Clientary action

Reverse direction
WooCommerceWooCommerce

New Coupon Event (Instant)

ClientaryClientary

Create Client

How It Works

1

Connect Apps

Authenticate your Clientary and WooCommerce accounts

2

Choose a Trigger

Select a documented Clientary event

3

Choose an Action

Select the documented WooCommerce operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 9 documented Clientary triggers.

Automated Actions

Run one of 22 documented WooCommerce actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect WooCommerce to Clientary for bidirectional automation

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