Create Timeline events for WooCommerce orders in the Email & Activities app

Prerequisites

Create a custom activity for the order creation event (see https://support.monday.com/hc/en-us/articles/4409766475666-Emails-Activities-manage-your-activities# for more details).

Currently this will only work on a board that uses the create WooCommerce order action because it relies on an integration column that is created by this action. The column name is WooCommerce Order Id. As this column is new functionality, if you don’t already see this column on your create order board, then execute a test order.

The create order board also needs a connected boards column. This is so the action knows which customer item to create the timeline event on. You can do this by manually creating a column that is of type connect boards. You can then have an automation that will auto-populate this column when a new item is created in the board. For example you can use this automation:

How to setup

From the Create order board, select Automate from the top right hand corner. This opens up the Automation center. From here click on the Add automation button.

Select When this happens and choose your trigger. This can be anything where you want this timeline action to work. In this example we have used the column changes trigger.

Click on Then do this and scroll to the Apps section and select our WooCommerce Integration to create a custom timeline item.

You may see a Failed to load automation pop-up. If you do, close the window and try setting up the button again.

After it loads successfully, you should see the below.

Select the column word and select a column on when this action should trigger. We have selected the WooCommerce Order Id column. This column is automatically created from the create order action. If you don’t currently see this column (as it’s new functionality), then create a test order from the create order board first.

Select custom activity and choose the custom activity that you created in the prerequisites.

Select title and enter the title of the timeline item that will get created. This field supports parameters to use from the WooCommerce id (see supported parameters for more details).

Select summary and enter the summary that will be displayed on the timeline item. This field supports parameters to use from the WooCommerce id (see supported parameters for more details).

Select content and enter the content that will be displayed on the timeline item. This field supports parameters to use from the WooCommerce id (see supported parameters for more details).

Select customer and choose the customer connected board column that you created in the prerequisites.

Select https://example.com and choose your WooCommerce store url.

When this action executes, it will create a timeline event as follows:

Supported WooCommerce Order Parameters

id parent_id number order_key created_via version status currency date_created date_created_gmt date_modified date_modified_gmt discount_total discount_tax shipping_total shipping_tax cart_tax total total_tax prices_include_tax customer_id customer_ip_address customer_user_agent customer_note billing.first_name billing.last_name billing.company billing.address_1 billing.address_2 billing.city billing.state billing.postcode billing.country billing.email billing.phone shipping.first_name shipping.last_name shipping.company shipping.address_1 shipping.address_2 shipping.city shipping.state shipping.postcode shipping.country payment_method payment_method_title transaction_id date_paid date_paid_gmt date_completed date_completed_gmt cart_hash