WPForms WooCommerce Integration: Connect With No Code

WPForms WooCommerce Integration: Connect With No Code

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Are you looking for an easy WPForms + WooCommerce integration method?

WPForms and WooCommerce are both powerful plugins for your eCommerce website. WooCommerce offers flexible product management and checkout solutions, while WPForms makes it easy to create contact forms, subscription forms, and order forms, and even comes with addons for taking payments and generating coupons.

You can create a better customer experience, streamline your workflow, save time, and make more money by connecting WPForms to WooCommerce.

In this tutorial, we’ll show you how to use the Uncanny Automator plugin to connect WPForms to WooCommerce in just a few minutes, with no code needed!

Create Your WordPress Form Now

Does WPForms Integrate With WooCommerce?

While WPForms doesn’t directly integrate with WooCommerce, you can easily connect the two plugins with Uncanny Automator.

Uncanny Automator

Uncanny Automator is an automation plugin that makes it quick and easy for you to connect plugins, apps, and websites without complicated code and APIs.

Automator’s simple interface lets you set up “triggers” in one plugin that will cause an action in the other plugin. For example, the trigger in WPForms could be a user submitting a form.

When this trigger happens, you can choose what action you want to activate automatically in WooCommerce, such as setting an order status to “cancelled.”

The best way to understand how this works is to go through an example. Keep reading for step-by-step instructions on setting up WPForms and WooCommerce and using Uncanny Automator to link them together to create an automated order cancellation form.

WPForms WooCommerce Integration

Step 1: Install WPForms

If you haven’t yet installed the WPForms plugin, you can follow this guide on how to install and activate plugins in WordPress.

You can connect any version of WPForms to WooCommerce, including WPForms Lite.

Note: This tutorial uses WPForms Lite and Uncanny Automator Pro. While a free version of Uncanny Automator is available, you will need Uncanny Automator Pro to automatically cancel an order from a form submission.

Step 2: Install WooCommerce

Now that you’ve installed WPForms, you can go ahead and install WooCommerce if it’s not already running on your site.

WooCommerce is a free plugin, and you can install it directly from within your WordPress dashboard. Follow the plugin installation guide if you’re unsure of the process.

Step 3: Create an Order Cancellation Form

In this example, we’re going to create an order cancellation form in WPForms. We’ll then connect this form to WooCommerce so the order status is automatically set to “cancelled” when the form is submitted.

To get started, we need to create a basic order cancellation form.

Go to WPForms » Add New and enter a name for your form – something like “Order Cancellation.”

As this will be a very simple form, we’ll start with a blank form instead of using a template. Click the Create Blank Form button.

Create a blank form in WPForms

To create your form, all you need to do is drag and drop form fields from the panel on the left.

Start by dragging an Email field, followed by a Numbers field.

Add an email field and a numbers field to your form in the form builder

Click on the Numbers field and change the Label in the Field Options panel to “Order Number.”

Change numbers label to "order number"

Finally, let’s edit the confirmation message when a user submits the form. In the form builder, navigate to Settings » Confirmations.

Form confirmations

Adjust the confirmation message to something like “Your order has been cancelled.”

Order cancelled confirmation message

In this example, we’ve built a very basic order cancellation form, but if you want, you can add more fields and even use conditional logic (if you have WPForms Pro) to create a form with more functionality.

Now your form is built, you can publish it on your site. Click the Embed button, which will launch a popup.

Form builder embed button

Click Create New Page to create a page for your form.

Create new page

Type a name for your page and click the Let’s Go! Button to create your page.

embed form in a page

You can add some text and other elements to this page if you wish. When you’re happy, click the Publish button.

Publish order cancellation form

You’ll be asked to double-check your settings. It’s also a good idea to change the visibility of the page to Private or password-protected so you can test your form before making it public. Click the final Publish button to make your form live on your site.

Confirm form publication

Now your order cancellation form is ready to use, the next step is to install Uncanny Automator so you can send the form entries to WooCommerce.

Step 4: Install Uncanny Automator

Uncanny Automator Pro includes over 1,000 triggers and actions, including additional triggers for WooCommerce, such as:

  • A user adds a product to their cart
  • A user reviews a product
  • A user’s order status changes to a specific status
  • A payment fails on an order

Some of the pro actions you can create in WooCommerce and WPForrns include:

  • Create an order with a product
  • Change the price of a product
  • Set an order to a specific status
  • Register a new user

For this example, we want to set a specific order to a specific status (“cancelled”), so we need to install Uncanny Automator Pro.

Go to the Uncanny Automator pricing page and click the button to get your chosen plan.

Get Uncanny Automator

Fill out your payment details and click the button to Complete checkout.

Once you’ve purchased the plugin, you can log in to your Uncanny Automator account and download it from the Downloads page.

Download Uncanny Automator

You’ll also need the license key, which you can copy after clicking on Licenses in the menu.

Uncanny Automator license key

Now, go back to your WordPress site and install the plugin. Navigate to Plugins » Add New and click the Upload Plugin button.

Upload plugin

Click the Choose file button and find the zip file you downloaded from Uncanny Automator. Click the Install Now button to install the plugin. This should take just a few moments.

Install Uncanny Automator

Finally, click the Activate Plugin button.

Activate Uncanny Automator

Make sure to activate the plugin by entering your license key. You can do this from your Uncanny Automator dashboard. Just go to Automator in your WordPress dashboard menu and click the Activate your license button.

Activate Uncanny Automator license

Paste the license that you copied from the Uncanny Automator site and click the Activate license button.

Activate license

You should see a confirmation message that your license is active.

Uncanny Automator license active

Once you’ve installed and activated Uncanny Automator, you can go ahead with connecting WooCommerce and WPForms.

Step 5: Create an Uncanny Automator Recipe to Connect WPForms to WooCommerce

To connect WPForms to WooCommerce, we need to create a workflow automation. This is called a recipe in Uncanny Automator.

In your WordPress dashboard, go to Automator » Add new.

Add new Uncanny Automator recipe

You will see an invitation to select a recipe type. If you choose Logged-in users, only users who are logged into your WordPress site can trigger the recipe. Recipes for Everyone can be triggered by both logged-in users and general visitors.

It’s important to choose the right option here, as you can’t change it later. Recipes for everyone are only available in Uncanny Automator Pro.

For the purposes of this tutorial, we’ll use Logged-in users. This will also help to prevent spammers from submitting the form. However, if you’ve enabled Guest checkout in WooCommerce, you will need to create the recipe for everyone, as your customers won’t have an account on your site.

Choose Logged-in users and click the Confirm button to continue.

Create recipe for logged-in users

Enter a name for your recipe. As in this example, we’ll be triggering an order status change from a form submission, we’ve called our recipe “Order Cancellation.”

Then, click on WPForms to select a trigger.

Create WPForms trigger

Choose “A user submits a form” as your trigger.

Choose "User submits a form" as the trigger

Now, scroll through the dropdown to find the order cancellation form you created earlier. Select it and click the Save button.

Choose order cancellation form as the trigger

Your trigger should now be live.

Uncanny Automator trigger is live

Scroll down to Actions and click the Add action button.

Add action

Scroll down to find the WooCommerce integration and click to select it.

WooCommerce integration

Find the action “Set a specific order to a specific status” in the dropdown and select it.

Set a specific order to a specific status

Click on the asterisk icon next to the Order ID field.

Select order ID

In the dropdown that appears, scroll down to Triggers. Click the arrow next to “A user submits Order Cancellation 1 time(s)” to choose the field of your form to link to the Order ID in WooCommerce.

Order ID Trigger

Scroll down to find your Order Number field and click to select it.

Choose order number as order ID

Click the Save button and continue to choose the specific action you want to take.

Save order number as order ID

In the dropdown, scroll down and select “Cancelled“.

Choose "cancelled" as order status to set

Click the Save button to save your action.

Save Action

Your action should now be Live.

Uncanny Automator action is live

Finally, don’t forget to toggle the status of your recipe from Draft to Live.

Set recipe to live to activate the WPForms WooCommerce integration.

Let’s check it works!

Step 6: Test WPForms WooCommerce Integration

You can create some dummy orders in WooCommerce for testing. An easy way to do this is by activating “Cash on delivery” as a payment method in your WooCommerce payment settings. You can then freely complete checkout and create an order with dummy data.

Make a note of your order number and the email address you entered at checkout, and check the order has gone through and is visible in your WordPress dashboard under WooCommerce » Orders.

WooCommerce order

Now go back to the front end of your site and navigate to your order cancellation page.

Enter the email address and order number of the dummy order and submit the form.

test order cancellation form

You will see a confirmation message that your order has been cancelled. You should also receive a notification email informing you of the cancellation.

Order has been cancelled

Now, go back to your WooCommerce orders in your WordPress dashboard and check the status of the order.

If everything has been set up correctly, you should see the order status has switched to “Cancelled.”

Confirm order cancelled

Well done! You’ve successfully connected WPForms to WooCommerce and created an order cancellation form.

Remember, this is just one example of an automation you can set up with Uncanny Automator. As well as connecting WPForms to WooCommerce, you can also send data from your online forms to your CRM, email marketing platform, and Zapier to create almost unlimited integrations and automations.

See the full list of triggers and actions to get an idea of what else you can automate now you’ve mastered connecting plugins.


Still have questions about WPForms WooCommerce integration and automation? Below are some answers to common questions

How do I automatically send invoices in WooCommerce?

WooCommerce only allows you to send invoices manually, but you can automate the process with the Uncanny Automator plugin. All you need to do is create a new recipe with a user completing an order as a trigger. When an order is completed, this can be set to trigger an invoice email to be automatically sent to the user, personalized with their order details.

Can I create an order form in WPForms?

You can easily create order forms and payment forms in WPForms with the drag-and-drop form builder. WPForms also comes with built-in Stripe integration, so you can allow users to pay for orders by credit card directly without the need for another eCommerce plugin.

How do I automatically create orders in WooCommerce?

You can automatically create orders in WooCommerce using the Uncanny Automator plugin. For example, if you want to send a free gift to users when they register on your site, you can connect WPForms to WooCommerce so that an order is automatically created when the registration form is submitted.

How can I create a custom WooCommerce registration form?

The WooCommerce user registration form is fairly basic. While you can customize it by editing the code, it’s much easier to use a form plugin like WPForms to build your own custom registration form. You can then connect this form to WooCommerce to automatically create a user when the form is submitted.

Is there an alternative to WooCommerce?

If you want to sell products on your WordPress website without installing WooCommerce, you should consider WPForms as an alternative. WPForms makes it easy to take orders and payments if you’re only selling a few products and don’t want the hassle of installing and maintaining a full eCommerce platform.

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Next, Install More WooCommerce Plugins to Improve Your Store

Now that you’ve had a little taste of how other WordPress plugins can improve the customer experience and make managing your store quicker and easier, you may want to consider some other options.

We’ve compiled a list of the best WooCommerce plugins that will help you make the most of your online store.

You can also learn about how to store WPForms entries in Google Sheets so you can keep track of your order cancellations and other form submissions.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

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