Create invoice with Crove and send to WhatsApp when WooCommerce order placed
When a WooCommerce order is placed, Crove fills your invoice template with the order details, turns it into a PDF and WhatsApp Cloud API sends that PDF to the customer.
WooCommerce
Crove
WhatsApp Cloud API4 steps 54 downloads Setup ~8 min Used on 2.8k sites Free to import
What this workflow does
Customers who buy over chat often expect the paperwork in the same place. Instead of downloading an invoice and attaching it by hand, this workflow builds one from the order and delivers it as a WhatsApp document, using an invoice design you control in Crove.
The WooCommerce trigger starts when a new order is created. The first Crove step creates a document from your Crove template, and the second step generates the PDF of that document. You build the invoice template in Crove beforehand, then pick it in the Create Document step and map order data, such as the order number, customer name, items and total, into its fields.
The final step uses WhatsApp Cloud API to send the PDF as a document message. None of the three action steps are mapped in the template, so expect to spend a few minutes after import choosing your Crove template, matching fields, and mapping the customer's phone number and the PDF link from the Crove step into the WhatsApp step.
Run a test order before going live and open Task History to see what Crove returned at each step. WhatsApp's own rules still apply: messages outside a template are generally only delivered within 24 hours of the customer last writing to your business number.
Invoices for shops that sell through chat
A boutique that takes questions on WhatsApp before checkout sends the invoice back into that same chat, so the customer finds it next to the conversation.
Branded documents without a PDF plugin
A store designs its invoice layout once in Crove, with its logo and payment details, instead of adding an invoice plugin to WordPress.
Proof of purchase for local deliveries
A bakery's delivery customers keep the PDF on their phone and show it when the order arrives.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
WooCommerce New Order CreatedStarts each time WooCommerce records a new order. The order's customer, billing, item and total details become available to map into the Crove document.
- Crove Create Document
Creates a new document from your Crove invoice template. The step ships unmapped: after import, pick the template and map the WooCommerce order fields into the template's fields.
- Crove Generate PDF of Document
Generates a PDF from the document the previous step created. Map the document from step 2 so Crove knows which one to turn into a PDF, then check a test run for the file link it returns.
- WhatsApp Cloud API Send Document Message
Sends the PDF to the customer as a WhatsApp document message. Map the billing phone from the order and the PDF link from the previous step; the template leaves both for you to set.
What you need
- FlowMatticCore
- WooCommerce PluginPlugin
- Crove AccountAccount
- WhatsApp Cloud API AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Build and test the invoice template in Crove before importing, so the field names are ready to match when you set up the Create Document step.
- Switch to the Send Template Message action with an approved WhatsApp template if many buyers have never messaged your business number.
- Put a Filter between the WooCommerce trigger and the Create Document step that checks the order status or payment method, so only paid orders get an invoice. Orders it stops never reach Crove or WhatsApp.
- Store phone numbers with the country code at checkout, because WhatsApp needs the full international number to deliver the document.
Questions about this workflow
Do I need a Crove template before I import this?
Yes. The Create Document step builds the invoice from one of your Crove templates, so design the template there first and pick it in the step after import.
Which fields does the template fill in automatically?
None until you map them. All three action steps ship without mapping, so you match WooCommerce order data to your Crove template fields and set the phone number and PDF link for WhatsApp.
Does the customer get the invoice for every order?
Every new order starts a run. Delivery depends on WhatsApp accepting the message: the number must be valid, and outside a 24-hour customer window WhatsApp usually only delivers template messages.
Can I email the invoice as well?
Yes. Add an Email or Gmail step after the PDF step and map the customer's billing email and the PDF link, so the invoice goes out by email too.
More E-commerce & Orders workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
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