內容簡介
ShopMotive 是一款將 WooCommerce 商店與 ClickUp 工作區連接的外掛，能自動將訂單、客戶資料及退款轉換為 ClickUp 任務，幫助團隊高效管理商店運營。
【主要功能】
• 自動將 WooCommerce 訂單轉換為 ClickUp 任務
• 支援客戶資料與退款的同步
• 自訂 WooCommerce 欄位對應 ClickUp 自訂欄位
• 任務自動分配給團隊成員
• 背景事件處理確保快速結帳
• 提供完整的設置指南和教學
外掛標籤
開發者團隊
② 後台搜尋「ShopMotive: CRM Sync for ClickUp」→ 直接安裝（推薦）
原文外掛簡介
Built by Loopstates, ShopMotive connects your WooCommerce store to your ClickUp workspace. It automatically converts WooCommerce orders, customer profiles, refunds, and order notes into ClickUp tasks so your fulfillment, support, and sales teams can manage store operations directly inside ClickUp.
When an order is placed or updated in WooCommerce, ShopMotive captures the event and generates or updates a corresponding task in ClickUp. You can map WooCommerce fields (such as billing details, customer lifetime spend, discount codes, and shipping addresses) to ClickUp custom fields, automatically assign tasks to team members based on order thresholds, and keep order statuses synchronized between both platforms.
Event processing is executed in the background to ensure customer checkouts remain fast and responsive. The plugin connects securely with the ShopMotive Cloud Service to process API handshakes and deliver payloads reliably without impacting your website’s performance. Full setup guides and tutorials are available on the ShopMotive Documentation Portal.
Subscription Plans & Pricing
ShopMotive Connect offers flexible plans to scale with your business requirements. For full plan comparisons, pricing tiers, and quota upgrades, visit the ShopMotive Pricing & Plans page.
Free Plan
Sync Quota: 100 tasks/month
Store Connections: Single Store
Sync Direction: WP -> ClickUp Only (Unidirectional)
Order & Customer Sync: Yes
WooCommerce Sidebar Widgets: Yes
WordPress User Mapping: Yes
Bi-directional Notes/Comments: WP -> ClickUp Only (Unidirectional)
Bi-directional Status Updates: WP -> ClickUp Only (Unidirectional)
Growth Plan
Sync Quota: 1,000 tasks/month
Store Connections: Single Store
Sync Direction: Bi-directional
Order & Customer Sync: Yes
WooCommerce Sidebar Widgets: Yes
WordPress User Mapping: Yes
Bi-directional Notes/Comments: Yes
Bi-directional Status Updates: Yes
Custom Field Mapping: Yes
Refund Sync Rules: Yes
Pro Plan
Sync Quota: 10,000 tasks/month
Store Connections: Up to 5 Stores
Sync Direction: Bi-directional
Order & Customer Sync: Yes
WooCommerce Sidebar Widgets: Yes
WordPress User Mapping: Yes
Bi-directional Notes/Comments: Yes
Bi-directional Status Updates: Yes
Custom Field Mapping: Yes
Refund Sync Rules: Yes
Line-Item Split Routing: Yes
Key Features
Automated Order-to-Task Conversion: Instantly creates structured ClickUp task cards the second a customer places an order on WooCommerce, giving your fulfillment team real-time visibility without refreshing WordPress.
2-Way Order Status Control: Move a task card to “Processing”, “Shipped”, or “Completed” inside ClickUp, and ShopMotive automatically updates the order status in WooCommerce and notifies the customer.
360° Customer Lifetime Value & CRM Sync: Sync buyer profiles, total order history, lifetime spend, billing details, and shipping addresses into custom ClickUp fields for VIP customer management.
Smart Team & Priority Routing: Automatically assign high-value orders (e.g. over $200) to specific team members and apply “Urgent” or “High” priority tags to expedite fulfillment.
Bi-Directional Order Notes & Refund Tracking: Keep your support team and warehouse in sync. Internal WooCommerce order notes and customer refund requests automatically sync to task comment threads in ClickUp.
Zero Checkout Speed Impact: Runs completely in the background without adding a single millisecond of delay to your WooCommerce checkout flow or store loading speeds.
Multi-Item Order Split Subtasks: Optionally break multi-item orders into linked child subtasks in ClickUp so different warehouse departments can fulfill items simultaneously.
WP Admin Order Sidebar Widget: Manage linked ClickUp task IDs, check live status updates, and trigger manual syncs directly from the WooCommerce Edit Order screen.
Fail-Safe Automatic Retries: Retains order dispatches during temporary ClickUp API outages and automatically retries dispatches so no order is ever missed.
External Services
ShopMotive: CRM Sync for ClickUp utilizes external cloud APIs to manage authentication tokens, decrypt keys, and queue requests safely:
ShopMotive Cloud Sync Proxy: https://shopmotive.apps.loopstates.com
ClickUp REST API Service: https://api.clickup.com
By activating this connector, e-commerce data (order line items, notes, billing addresses, and customer profiles) is securely sent to the ShopMotive Cloud Service and ClickUp APIs via HTTPS to generate tasks.
Documentation & Help: ShopMotive Documentation
Pricing & Plans: ShopMotive Pricing
Privacy Policy: ShopMotive Privacy Policy
Terms of Service: ShopMotive Terms
ClickUp Terms: ClickUp Terms of Service
Professional Data Safety & Collection Disclosure
To guarantee high service reliability, prompt technical support, and prevention of synchronization outages, ShopMotive Connect securely synchronizes specific store administrative metadata with our cloud servers:
Site Title (Store Name): Collected to identify your store configuration in our administrative portal.
Administrator Email Address: Retained to automatically notify you in the event of continuous ClickUp API handshake failures or key expirations.
Site Owner / Administrator Name: Used to personalize merchant assistance and authenticate support request tickets.
Integration Telemetry (Sync Counts & Log Stats): Tracks transaction volumes to monitor subscription quotas and alert you before you reach rate limits.
All administrative metadata is stored in our secure, encrypted cloud database. This data is utilized solely for customer support, service health monitoring, and system security, and is never shared with third parties. Telemetry data is retained for the lifetime of your integration and is permanently deleted within 30 days of subscription cancellation.
Developer API: Hooks & Filters
ShopMotive Connect is built with extensibility at its core. You can use standard WordPress filters to customize sync logic:
1. Bypass Syncing for Specific Orders
add_filter( 'shopmotive_should_sync_order', function( $should_sync, $order_id, $order ) {
// Example: Bypass sync if order total is under $10.00
if ( $order && $order->get_total() < 10.00 ) {
return false;
}
return $should_sync;
}, 10, 3 );
2. Customize Order Sync Payloads
add_filter( 'shopmotive_order_payload', function( $payload, $order ) {
// Example: Append a custom checkout field to order payload
$payload['meta_data']['custom_gift_wrap_note'] = get_post_meta( $order->get_id(), '_gift_wrap_note', true );
return $payload;
}, 10, 2 );
3. Adjust Failed Webhook Retry Attempts
add_filter( 'shopmotive_retry_limit', function( $limit ) {
return 5; // Increase retry tolerance to 5 attempts
} );
4. Filter HTTP API Request Arguments
add_filter( 'shopmotive_api_request_headers', function( $headers, $endpoint ) {
$headers['X-Developer-Partner-Id'] = 'my_partner_key';
return $headers;
}, 10, 2 );
5. Bypass Customer Syncing
add_filter( 'shopmotive_should_sync_customer', function( $should_sync, $customer_id, $new_data ) {
// Example: Bypass sync for test accounts
if ( isset( $new_data['email'] ) && strpos( $new_data['email'], '@test.com' ) !== false ) {
return false;
}
return $should_sync;
}, 10, 3 );
6. Customize Customer Payload
add_filter( 'shopmotive_customer_payload', function( $payload, $customer_id ) {
$payload['custom_user_segment'] = 'VIP';
return $payload;
}, 10, 2 );
7. Customize Refund Payload
add_filter( 'shopmotive_refund_payload', function( $payload, $refund_id, $order ) {
$payload['refund_reason'] = get_post_meta( $refund_id, '_refund_reason', true );
return $payload;
}, 10, 3 );
8. Customize Order Note Payload
add_filter( 'shopmotive_order_note_payload', function( $payload, $note_id, $order ) {
$payload['note_urgency'] = 'high';
return $payload;
}, 10, 3 );
9. Customize Checkout Payload
add_filter( 'shopmotive_checkout_payload', function( $payload, $order_id, $order ) {
$payload['cart_hash'] = $order->get_cart_hash();
return $payload;
}, 10, 3 );
10. Filter API Retry Delay
add_filter( 'shopmotive_retry_delay', function( $delay, $attempts, $topic ) {
return 10 * $attempts; // Linear backoff of 10s per retry
}, 10, 3 );
