Automation setup using Toolset + WooCommerce

Hi,

I’m looking for support to automate a verification and payment process on a client’s WordPress website. The site uses Toolset (Forms & Custom Post Types) and WooCommerce, and I’d like to understand whether the following scenario can be implemented with Make and if so, what the estimated cost would be.

Current process:

  1. A user (therapist) updates their entry (Custom Post Type “Therapist”) via a Toolset form.

  2. After submitting, a WooCommerce order is immediately created.

  3. Once payment is completed (e.g. via PayPal), the post is either manually or automatically set to “published”.

  4. Issue: Even incorrect or incomplete submissions are paid for, leading to refunds and unnecessary admin work.


Target process:

  1. The user uploads one or more documents via a Toolset form (multi-file upload field).
    No WooCommerce order is triggered at this stage.

  2. The corresponding post is automatically set to draft.

  3. The admin receives a notification with a link to the post and reviews the uploaded documents manually.

  4. Once the admin clicks “Approved”:

    • An automated WooCommerce payment link should be sent to the user.

    • The price should be calculated dynamically based on the number of uploaded documents (e.g. €10 per file).

  5. Once the payment is completed (order status = “completed”):

    • The corresponding post should automatically be set to publish.
  6. The invoice should be generated and sent automatically via WooCommerce, as it is currently.

Looking forward to your feedback and a quote!

Best regards, Henrike

1 Like

Hello Inspuria I would like to work with you on this project.

Will you be available to go on Google meet call so we can discuss on how to fix the issue

Hi Henrike, this scenario is absolutely feasible with Make Core plan. We’ve handled similar post-payment workflows and verification gating for WordPress + WooCommerce using Make and Here’s how we’d structure the automation based on your target process:

:puzzle_piece: Automation Breakdown

  1. Form Submission Trigger (Toolset)
    → Intercept form submission → store post in draft
    → Upload files to WordPress Media Library or external storage

  2. Admin Notification Flow
    → Send custom email to admin with secure link to the pending post
    → Add an “Approve” button (can be done via custom WP front-end or internal dashboard)

  3. Dynamic Payment Trigger
    → Once “Approved,” Make creates a WooCommerce order
    → Price calculated by number of uploaded files (€10 each)
    → Auto-send payment link to the user (via email)

  4. Post-Payment Automation
    → On order status = “completed,” change post status to published
    → WooCommerce sends invoice automatically (as it does currently)


:globe_with_meridians: Here’s our portfolio for similar automations:
Automation Projects | Automation Workflow Samples

:date: You can book a quick call to discuss technical specifics or timelines here: Calendly

Let me know how you’d like to proceed, or feel free to share site access (staging preferred) to do a deeper review before confirming the quote.

Best regards!

Hello @Inspuria ,welcome to the make Hire a pro section , I would love to work with you on this, you can book a call here : Calendly to discuss the project requirements and you can checkout my Upwork profile

Hi @Inspuria! I would love to help you with this automation We are a small team of make.com experts and have developed plenty of complex integrations. This project should not be a challenge to us. If you are interested we would love to help you, you can schedule a call in here: 30 Min Meeting | Felipe Saucedo | Cal.com or check our website www.aspirity.com

Hi Henrike,

Yes — what you’ve outlined is absolutely doable using Make, and we’d be happy to help you build it.

We’re a Make Gold Partner agency with deep experience integrating WordPress (including Toolset and Custom Post Types), WooCommerce, and Make. We’ve handled dozens of similar verification/payment workflows — and your target process is very much in line with what’s possible.

We’d structure it so:

  • The Toolset form submission sets the post to “draft” and captures the uploaded files

  • The admin gets notified with a direct link to review and approve the submission

  • Upon approval, we dynamically calculate the fee based on file count, auto-generate a WooCommerce order, and send the payment link to the user

  • Once the payment is completed, Make watches for the order status and automatically publishes the post

  • WooCommerce’s invoicing system will handle the rest

We’d build this cleanly in your live environment, using best practices for reliability, error handling, and maintainability.

Estimated project cost: $2,500 USD, including everything from scenario design, custom logic, dynamic pricing, webhook triggers, and testing.

If that sounds like a fit, we’d be glad to connect and explore next steps. Click my profile for my email and booking link.

— Jeff Arnold

Hi Henrike,

Yes, this is definitely doable with Make.com and some custom logic. We’ve implemented similar approval-based payment flows for WordPress + WooCommerce — including dynamic pricing, admin verification steps, and automated post-publish triggers.

For your case, we can:

  • Capture and store uploaded documents without triggering payment.

  • Notify admin for review and approval.

  • Generate a dynamic WooCommerce payment link based on file count.

  • Automatically publish posts and send invoices once payment is confirmed.

Happy to walk you through the approach and share a cost estimate after understanding your exact Toolset/WooCommerce setup.

Let’s discuss.

— Sanjay Aggarwal

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