Miscellaneous Actions

In the earlier documentations, we have seen Basics of Automation Actions, Primary Actions, WordPress Actions, Email Actions, Goals or BenchMark Actions, and LMS Actions there are also a few other actions in the FluentCRM to help you automate things in the WordPress website such as Woocommrce, Fluent Support, etc. actions.

Woocommerce #

The top use of the WordPress website is blogging and then e-commerce which is enabled by the free plugin Woocommerce. FluentCRM offers a few triggers for automation: New Order (Processing), Order Completed, Order Refunded, and Order Status Changed. We are going to explore the actions that are available in the FluentCRM below.

crm actions woocommerce

Change Order Status #

The purpose of this action is to change the order status for the order that triggered the automation.

crm action woo change order status
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • New Order Status: Select the new order status for the order.

Add Order Note #

The purpose of this action is to add an order note for the order that triggered the automation.

crm action woo add order note
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Order Note: Add the textual Order Note. You can also use smart tags discussed in the SmartCode in Email Editor.
  • New Order Note Type: Select the new order note type from either Private Note to admin or Note to Customer.
crm automation action order note

The above screenshot represents the Order Notes for an Order placed in Woocommerce.

Fluent Support #

If you are managing customer support by Fluent Support Plugin then you can also create tickets from FluentCRM automation in cases like Woocommerce Order is placed or any other automation based on various triggers available in the FluentCRM.

crm actions support

Create Support Ticket #

By using this action, you will be able to create a new ticket in Fluent Support based on some activities triggered and even benchmarking actions.

crm action support create ticket
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Ticket Title: Add the Title for the Ticket. You can also use smart tags discussed in the SmartCode in Email Editor.
  • Ticket Description: Description or Ticket Body.
  • Default Business Inbox: Set the default inbox and available options are configured in the Business Inbox Settings of Fluent Support.
  • Default Assigned Agent: Agent that is automatically assigned for the ticket and must be configured as a Support Agent in the Support System guided in Adding Support Staffs/Agents.
  • Priority (Admin): Priority for the ticket is only visible to the Support Admin.

That’s all for various types of actions!

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