Zapier allows you to create custom filters that control when Zaps fire.
They are easy to create - you can review some of the examples below to get some ideas.
When working with filters, you may find these resources useful:
- Available Order Status Values: Managing WooCommerce Orders
- Available Data Fields: Data field specification
How to Add Filters
Filters are added on the Zapier.com website by editing your Zap and then adding a Filter step to your Zap.
Use the +/- buttons to add/delete filters using AND logic. Or click the Add OR Filter button to add a filter with OR logic.
Filters and Case Sensitivity
When Zapier matches the values in your filters, you can choose 'Exactly matches'. However Zapier doesn't include case in the 'exactly' part of that definition. So if you set up a filter for to Exactly match a phrase, the exact match is on the letters in that value, not the case. So PROCESSING, Processing or processing would all match the WooCommerce status (which is lowercase - processing).
This behaviour could potentially change in the future, so it is probably best to use the correct case for your filter values anyway.
Filters and Sample Data
The way that Zapier pulls the initial sample data means that when setting up Filters, the filter won't usually match, even if you have set up the filter correctly.
If you have set up the match correctly for future orders, you can continue on from this point and save your current configurations. Once WooCommerce starts sending real orders across, you'll be able to update the sample data. Your filter should match after that point.
Filter: Order shipped to US
Filter: Orders shipped to US AND total order value over $150
Filter: Order shipped to US OR AU
Filter: Status is changing to cancelled
Filter: Status is changing from processing to refunded
Filter: Opted in to mailing list
This technique uses the WooCommerce Checkout Field Editor plugin to add a Subscribe to our mailing list? checkbox to your WooCommerce checkout page:
mailing_list field is then available in a Zapier zap.
The checkbox field has a value of
1 when the customer ticks the checkbox during checkout, and an empty value if the checkbox is left unticked during checkout.
This allows a Zap to be created that only acts on orders where the customer explicitly ticked the subscribe checkbox during checkout:
This is the recommend approach for mailing list services, as it ensures that you only subscribe customers that explicitly opt-in to your mailing list.
Note: this requires version 1.1.0 (or later) of the WooCommerce Zapier plugin. Prior versions do not send custom field data to Zapier.
Filter: Order Line Items
You can (for example) use a filter to act on orders for products in a particular product category or product tag.
At this point in time, it is only possible to perform a text-based search/filter on the entire
line_items data field.
For example, you might create a product tag called "subscribetomailinglist", and that way an order for any product with the "subscribetomailinglist" tag could be detected in Zapier and subscribed to an email service such as MailChimp:
Our recommendation is to use tag names that are unique, so that their name/text is unlikely to occur in any other line item information (product name, categories, etc).
See the data specification for a list of what data is included
line_items data field.
Improved line items filtering won't be available until Zapier improves its support for data fields containing array data.
Zapier's Help Resources on Filters
You may also wish to check out Zapier's help information on filters.
Got any tips to share?
Please share your experience and tips on useful filters using the Comments.