--- title: "Connect CRM in Cloud and WooCommerce - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Add order note\" in WooCommerce." canonical: "https://apiant.ai/connect/crm-in-cloud-to-woocommerce" --- # Connect CRM in Cloud and WooCommerce When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Add order note** in [WooCommerce](https://apiant.ai/connections/woocommerce), or **New Customer** in WooCommerce to **Create or Update Contact** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** actions WooCommerce **3** triggers WooCommerce **39** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CRM in Cloud and WooCommerce to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CRM in Cloud and WooCommerce can do together ### From CRM in Cloud to WooCommerce - When **New or Updated Company** in CRM in Cloud then **Add order note** in WooCommerce - When **New or Updated Contact** in CRM in Cloud then **Add order refund** in WooCommerce ### From WooCommerce to CRM in Cloud - When **New Customer** in WooCommerce then **Create or Update Contact** in CRM in Cloud - When **New Order** in WooCommerce then **Create or Update Lead** in CRM in Cloud Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CRM in Cloud and WooCommerce ## Triggers and actions 7 triggers · 46 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. - Trigger **New Customer** Polling trigger: fires for each newly registered customer (sorted by registration date descending). - Trigger **New Order** Polling trigger: fires for each newly created order (sorted by date descending). - Trigger **New Product** Polling trigger: fires for each newly created product (sorted by date descending). - Action **Add order note** Adds a note to a WooCommerce order, either private for store staff or shown to the customer. - Action **Add order refund** Creates a refund on a WooCommerce order, optionally for specific line items and through the payment gateway. - Action **Create Coupon** Create a new discount coupon. - Action **Create Customer** Create a new customer. - Action **Create Order** Create a new order. - Action **Create Product** Create a new product in WooCommerce. - Action **Create Product Category** Create a new product category. - Action **Create Product Tag** Create a new product tag. - Action **Create Product Variation** Create a variation under a variable product. - Action **Delete Coupon** Deletes a coupon from your WooCommerce store, either moving it to the trash or removing it permanently. - Action **Delete Customer** Permanently deletes a customer from the WooCommerce store and returns the deleted customer record. - Action **Delete Order** Deletes an order from your WooCommerce store, either moving it to the trash or removing it permanently. - Action **Delete Product** Delete a product by ID (force delete bypasses trash). - Action **Get Coupon** Returns a single coupon by its ID, including its code, discount, restrictions and usage details. - Action **Get Customer** Retrieve a customer by ID. - Action **Get Order** Retrieve an order by ID. - Action **Get Product** Retrieve a product by ID. - Action **Get product by SKU** Emits the details of the product with the specified SKU. An error occurs if zero or multiple are found. - Action **Get product category by name** Emits the id of the product category with the matching name. An error occurs if the category is not found. - Action **Get product tag by name** Emits the id of the product tag with the matching name. An error occurs if the tag is not found. - Action **List Coupons** List discount coupons, optionally filtered by code. - Action **List Customers** List customers, optionally filtered by email or search term. - Action **List order notes** Returns the notes on a WooCommerce order, optionally limited to customer-facing or internal notes. - Action **List order refunds** Returns the refunds issued against a WooCommerce order. - Action **List Orders** List orders, optionally filtered by status or customer. - Action **List Product Categories** List product categories, optionally filtered by search term. - Action **List Product Reviews** Returns product reviews from your WooCommerce store, optionally filtered by product, reviewer, status, date or search text. - Action **List Products** List products with optional search, status, and SKU filters. - Action **List Product Tags** List product tags, optionally filtered by search term. - Action **List Product Variations** List variations under a variable product. - Action **Product attributes - assign to product** Assigns the configured product attributes to the specified product. Send the attributes array as JSON. - Action **Product variation attributes - assign to product variation** Assigns the configured attributes to the specified product variation. - Action **Update Coupon** Updates an existing coupon's code, discount, expiry, usage limits and product or email restrictions. - Action **Update Customer** Updates an existing WooCommerce customer's name, email, login, password, billing and shipping addresses, or meta data. - Action **Update Order** Update an order by ID (e.g. change status). - Action **Update Product** Update an existing product by ID. - Action **Update Product Category** Updates an existing product category's name, slug, parent, description, display type, image or menu order. - Action **Update Product Stock Quantity** Update a product's stock quantity (product must have manage_stock enabled). - Action **Update Product Variation** Update a product variation by ID. ## Each app on its own - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **WooCommerce** WooCommerce — manage products, variations, categories, tags, orders, customers, and coupons on your...](https://apiant.ai/connections/woocommerce) Reviews ## What our customers say ## More from CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into WooCommerce - [ **HubSpot to WooCommerce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-woocommerce) - [ **Salesforce to WooCommerce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-woocommerce) - [ **Slack to WooCommerce** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-woocommerce) - [ **Google Sheets to WooCommerce** Google Sheets](https://apiant.ai/connect/google-sheets-to-woocommerce) - [ **Gmail to WooCommerce** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-woocommerce) - [ **Google Calendar to WooCommerce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-woocommerce) Questions ## CRM in Cloud and WooCommerce, answered ### ### What can start an automation from CRM in Cloud? Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WooCommerce when something happens in CRM in Cloud? Any of WooCommerce's 39 actions, including Create Coupon, Create Customer, Create Order and Create Product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WooCommerce to CRM in Cloud? Yes. When something happens in WooCommerce, your agent can act in CRM in Cloud too. This page covers both directions: WooCommerce's triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud or WooCommerce? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CRM in Cloud and WooCommerce without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.