Get a summary of new WooCommerce orders delivered automatically via Gmail, Evernote or Slack using Digest by Zapier.
Requirements
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- WordPress website with WooCommerce installed
- WooCommerce Zapier extension
- Zapier account
Installation
↑ Back to top- Download the WooCommerce Zapier .zip file from your WooCommerce,com account.
- Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
- Install Now and Activate the extension.
Sign up for a Zapier account
↑ Back to top![zapiercom](https://woocommerce.com/wp-content/uploads/2016/11/zapiercom.png)
- Go to the Zapier website
- Select the Sign Up for Free button or enter info in the form.
Setup and Configuration
↑ Back to top- Log into your Zapier account at: zapier.com/app/login
![zapierlogin](https://woocommerce.com/wp-content/uploads/2016/11/zapierlogin.png)
- Enter Digest in the Search for any app name field.
![zapier-search](https://woocommerce.com/wp-content/uploads/2016/11/zapier-search.png)
- Select Digest by Zapier.
![digest-zapier](https://woocommerce.com/wp-content/uploads/2016/11/digest-zapier.png)
- Scroll down to Popular Zaps for Digest by Zapier.
Select Get a summary of new WooCommerce orders in a Slack channel. A new window opens.
- Click Create this zap.
![createzapwooslack](https://woocommerce.com/wp-content/uploads/2016/11/createzapwooslack.png)
- Select Continue to create a Woo Trigger.
![woo-trigger](https://woocommerce.com/wp-content/uploads/2016/11/woo-trigger.png)
- Select Copy to clipboard to get URL for next step. Don’t close window.
![testwoocommerce](https://woocommerce.com/wp-content/uploads/2016/11/testwoocommerce1.png)
- Go to WooCommerce > Zapier Feeds > Add New on your WordPress/WooCommerce site.
- Select New Order
- Paste Webhook URL that you copied from the Test WooCommerce screen in previous step
- Enter a Title, e.g., New Order Summary, Daily Summary of New Sales, etc.
![woo-new-zap](https://woocommerce.com/wp-content/uploads/2016/11/woo-new-zap.png)
![zapier-digest-feed-live](https://woocommerce.com/wp-content/uploads/2016/11/zapier-digest-feed-live.png)
- Go back to the Test WooCommerce screen on your Zapier account, and click OK, I did this.
![digest-test-success](https://woocommerce.com/wp-content/uploads/2016/11/digest-test-success.png)
- Click Continue again on the Digest by Zapier Action page.
![digest-zapier-action](https://woocommerce.com/wp-content/uploads/2016/11/digest-zapier-action.png)
- Set up Digest by Zapier Digest.
- Enter a Title, which can be same as/different than step ##
- Customize style the line items in Entry (optional). Zapier provides a formatting guide. Line items are entered by default, are required and stay the same.
![zapier-digest-setup](https://woocommerce.com/wp-content/uploads/2016/11/zapier-digest-setup.png)
- Select a Frequency from the dropdown. Depending on what you select, another set of options will display. For example, if you choose Daily, time of day and weekend preferences are requested; if you choose Weekly, day of week, time of day, etc.
![zapier-digest-frequency](https://woocommerce.com/wp-content/uploads/2016/11/zapier-digest-frequency.png)
- Select whether to test (Create & Continue) or not test (Skip Test & Continue) the Digest you set up.
![test-digest-zapier](https://woocommerce.com/wp-content/uploads/2016/11/test-digest-zapier.png)
![view-digest](https://woocommerce.com/wp-content/uploads/2016/11/view-digest.png)
- Set up the Slack Action by selecting Continue, and then Connect a New Account on the Select screen.
![connect-slack-digest](https://woocommerce.com/wp-content/uploads/2016/11/connect-slack-digest.png)
![zapier-request-access](https://woocommerce.com/wp-content/uploads/2016/11/zapier-request-access.png)
![authorize-zapier-slack](https://woocommerce.com/wp-content/uploads/2016/11/authorize-zapier-slack.png)
![save-slack-account](https://woocommerce.com/wp-content/uploads/2016/11/save-slack-account.png)
- Set up your Slack Channel Message. Continue when finished.
- Select a Slack channel from the dropdown where you want to receive the summary (Digest) of WooCommerce orders
- Customize the Message Text or leave the default
- All other fields are optional and explained
![slack-digest-setup](https://woocommerce.com/wp-content/uploads/2016/11/slack-digest-setup.png)
![slack-digest-setup2](https://woocommerce.com/wp-content/uploads/2016/11/slack-digest-setup2.png)
- Select whether to test (Create & Continue) or not test (Skip Test & Continue) the Slack bot you set up.
![test-slack-bot](https://woocommerce.com/wp-content/uploads/2016/11/test-slack-bot.png)
![slack-digest-woo](https://woocommerce.com/wp-content/uploads/2016/11/slack-digest-woo.png)
- Click Finish on the Zapier Test Slack screen.
![woo-digest-finish](https://woocommerce.com/wp-content/uploads/2016/11/woo-digest-finish.png)
- Turn On the zap you set up.
![digest-zap-switch](https://woocommerce.com/wp-content/uploads/2016/11/digest-zap-switch.png)
FAQ
↑ Back to topMy summary (Digest) isn’t being delivered at the time/day I selected.
↑ Back to topHow do I get a summary sent to my Gmail account or Evernote?
↑ Back to top![zapier-digest-woo-zaps](https://woocommerce.com/wp-content/uploads/2016/11/zapier-digest-woo-zaps.png)