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Triggers for logged-in users
A wholesale lead is created
Requires Wholesale Lead Capture plugin
Tokens
  • First name
  • Last name
  • Phone
  • Email
  • Username
  • Company name
  • Country
  • Address line 1
  • Address line 2
  • City
  • State
  • Postcode
  • Role
A wholesale order is received from a user with a specific role
Tokens
  • Role
  • Product ID
  • Product URL
  • Product title
  • Product featured image ID
  • Product featured image URL
  • Product categories
  • Product tags
  • Product price
  • Product SKU
  • Billing first name
  • Billing last name
  • Billing company
  • Billing country
  • Billing address line 1
  • Billing address line 2
  • Billing city
  • Billing state
  • Billing postcode
  • Billing phone
  • Billing email
  • Shipping first name
  • Shipping last name
  • Shipping company
  • Shipping country
  • Shipping address line 1
  • Shipping address line 2
  • Shipping city
  • Shipping state
  • Shipping postcode
  • Order date
  • Order ID
  • Order comments
  • Order total
  • Order total (unformatted)
  • Order status
  • Order subtotal
  • Order subtotal (unformatted)
  • Order tax
  • Order tax (unformatted)
  • Order discounts
  • Order discounts (unformatted)
  • Order coupons
  • Order products
  • Order products and quantity
  • Order quantity
  • Order products links
  • Order summary
  • Order fees
  • Order shipping
  • Payment method
  • Shipping method
  • Price type
A wholesale lead is approved
Requires Wholesale Lead Capture plugin
Tokens
  • First name
  • Last name
  • Phone
  • Email
  • Username
  • Company name
  • Country
  • Address line 1
  • Address line 2
  • City
  • State
  • Postcode
  • Role
A wholesale lead is rejected
Requires Wholesale Lead Capture plugin
Tokens
  • First name
  • Last name
  • Phone
  • Email
  • Username
  • Company name
  • Country
  • Address line 1
  • Address line 2
  • City
  • State
  • Postcode
  • Role
A wholesale order for a specific product is received
Tokens
  • Product ID
  • Product URL
  • Product title
  • Product featured image ID
  • Product featured image URL
  • Product categories
  • Product tags
  • Product price
  • Product SKU
  • Billing first name
  • Billing last name
  • Billing company
  • Billing country
  • Billing address line 1
  • Billing address line 2
  • Billing city
  • Billing state
  • Billing postcode
  • Billing phone
  • Billing email
  • Shipping first name
  • Shipping last name
  • Shipping company
  • Shipping country
  • Shipping address line 1
  • Shipping address line 2
  • Shipping city
  • Shipping state
  • Shipping postcode
  • Order date
  • Order ID
  • Order comments
  • Order total
  • Order total (unformatted)
  • Order status
  • Order subtotal
  • Order subtotal (unformatted)
  • Order tax
  • Order tax (unformatted)
  • Order discounts
  • Order discounts (unformatted)
  • Order coupons
  • Order products
  • Order products and quantity
  • Order quantity
  • Order products links
  • Order summary
  • Order fees
  • Order shipping
  • Payment method
  • Shipping method
  • Price type
Actions
Approve a wholesale lead matching a user ID or email
Requires Wholesale Lead Capture plugin
Deactivate a wholesale customer matching a user ID or email
Requires Wholesale Lead Capture plugin
Reject a wholesale lead matching a user ID or email
Requires Wholesale Lead Capture plugin
Set the wholesale price of a product
Requires Wholesale Lead Capture plugin

Sample recipes

Discover thousands of ways to improve your users' experience with Wholesale Suite

When a wholesale order is received, create a task in Clickup to direct order fulfilment

When an onboarding course is completed, approve a wholesale lead

When a wholesale lead is created, notify the sales team and add the record to Google Sheets

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