WooCommerce Extension
The WooCommerce extension adds workflow automation to WooCommerce orders and helps store owners integrate order handling with their internal business processes. Each order created in WooCommerce generates a corresponding entry in Gravity Forms and triggers the first step in the workflow.
Key Capabilities
Automate Order Based Workflows
Every WooCommerce order creates a Gravity Forms entry that begins a workflow. This allows teams to review, approve, update, or route orders based on business rules without manual processing.
Add WooCommerce Specific Workflow Steps
The extension includes dedicated step types that interact directly with WooCommerce actions. These steps support payments, refunds, capturing pre authorized payments, canceling orders, creating coupons, and enabling checkout within the workflow.
Support for Delayed or Conditional Payments
A custom payment gateway is added to WooCommerce to allow customers to pay later in the workflow. Approval steps or other conditions can determine when payment is collected.
Integrate Refunds Into Workflows
An Order ID field is available in the Workflow field group. This allows forms to be linked to WooCommerce orders and supports automated or approval based refund processes.
View Actions and Filters docs for this extension .
Articles
WooCommerce Extension – Payment Step
When "Create Entry" is enabled for a form, the Payment Step will send an assignee email containing a payment link to the customer (the email address in the customer’s user profile) or the “Billing Email” address in the case of a guest checkout of a WooCommerce Order.
WooCommerce Extension – Checkout Step
Introduction The WooCommerce Checkout Step is useful when you want to let your users place an order at some point in the workflow after they submit the form.
WooCommerce Extension – Cancel Order Step
The Cancel Order step will cancel/void an order that was authorized during the WooCommerce Checkout. Remember that payment gateways automatically cancel (expires) payments after certain days if the payment is not captured (Stripe cancels them after 7 days and PayPal does the same after 29 days).