Integrate your Formstack Documents with WooCommerce for e-commerce businesses built on WordPress. Here's how!
Set up Document
Step 1: Set up a template within a Word document. Use merge fields like {$Name}, {$Address}, {$Product} to insert your customer order information.
Customize the template with a table to show line items in the customers' orders. Use a comma-separated list for the line items like {$names = explode(“,”, $names)}.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name, and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 3: From the Settings tab, modify options as needed. For example, create a PDF version of the invoice and include the Order ID in the file name.
Step 4: Pick how you want it delivered like emailing it to your customer. In that case, in the "To Address" use the merge field for the customer's email address.
If you don’t have a merge field in your document for the email address, choose <
Connect to WooCommerce
After you have updated your delivery, set up the process inside Zapier to integrate with WooCommerce.
Step 1: Inside Zapier, click the New Zap button.
Step 2: For the trigger, choose WooCommerce as the service and New Order as the trigger.
Step 3: Authenticate your WooCommerce account and follow the test order steps to review and continue.
Step 4: Choose Formstack Documents as the Action of the Zap and Create Document Merge as the action.
Step 5: Authenticate your Formstack Documents account and choose the created template. Zapier will populate the list of all merge fields in the document.
Step 6: Pick the corresponding fields from WooCommerce into the merge fields of your document.
Step 7: Once fields are matched, save your new Zap to turn on the integration.
Moving forward, submissions through your WooCommerce will send data over to your Formstack Document and then an emailed invoice will be sent to your customer.