OrderPilot – WooCommerce Order Automation

OrderPilot — WooCommerce Order Automation

OrderPilot is a powerful WooCommerce automation plugin that lets you create rules triggered by order events — order created, status changed, or payment completed. Each rule can have smart conditions (with AND/OR logic) and multiple chained actions that execute in sequence.

Whether you need to auto-tag VIP customers, send Slack notifications for high-value orders, create internal fulfillment tasks, apply discount coupons, or fire webhooks to Zapier — OrderPilot handles it all from a single, intuitive interface.

Includes a built-in AI Rule Generator that converts plain English descriptions into fully configured automation rules. Works with OrderPilot Native (free, no API key, offline), OpenAI GPT-4o Mini, or local Ollama models.

Key Features

• Visual Rule Builder — Intuitive admin interface to create automation rules with triggers, condition groups, and chained actions. No coding required.
• 3 Smart Triggers — Order Created, Order Status Changed (with From/To filtering), and Payment Complete.
• 12+ Conditions — Order total, status, payment method, shipping, billing country, customer role, item count, product, category, tag, coupon, and custom meta/ACF fields.
• 15+ Actions — Change status, add notes, send emails, webhooks, Slack/Teams notifications, customer tags, internal tasks, auto-coupons, Zapier/Make webhooks, custom hooks, delayed re-runs, and more.
• AI Rule Generator — Describe rules in plain English. Supports OrderPilot Native (free, offline), OpenAI (GPT-4o Mini), and Ollama (local LLM).
• Internal Task Manager — Auto-create tasks linked to orders with priority levels (Low/Normal/High), due dates, status tracking, and overdue indicators.
• Comprehensive Logs — Every rule execution is logged with rule name, order ID, success/fail status, messages, and timestamps. Filterable and searchable.
• Condition Groups with AND/OR Logic — Stack multiple condition groups with AND logic between groups and AND/OR within each group for precision targeting.
• Dynamic Placeholders — {order_id}, {total}, {first_name}, {billing_email}, {payment_method}, and more in notes, emails, tasks, and Slack messages.
• Manual Run — Run any rule on the last 50 orders for backfilling and testing.
• Advanced JSON Editor — Edit rule configuration as JSON with syntax highlighting and line numbers.
• Dashboard — Active rules, total runs, 7-day runs, success rate, and recent execution history at a glance.
• Loop Guard — Built-in protection prevents the same rule from running twice for the same order in a single request.
• Global Pause — Instantly disable all rules with a single toggle in Settings.
• Fully Extensible — Developer API with hooks, filters, and abstract classes to add custom conditions and actions.
• Clean Uninstall — Optional complete data removal (rules, tasks, logs, options) when deactivating.

Triggers

Triggers define when a rule is evaluated. Only one trigger per rule.

• Order Created — Fires immediately when a new order is placed.
• Order Status Changed — Fires on any status transition. Optionally filter by From and To status (e.g. any → processing, pending → completed).
• Payment Complete — Fires when order payment is confirmed.

Conditions

Conditions filter which orders the rule applies to. Use multiple condition groups with AND/OR logic. Leave empty to match all orders.

• Order Total — Numeric comparison (e.g. greater than 100)
• Order Status — Current order status (e.g. is “processing”)
• Payment Method — Gateway used (e.g. is “stripe”)
• Shipping Method — Shipping option (e.g. is “flat_rate”)
• Customer Role — WordPress user role (e.g. is “wholesale”)
• Billing Country — Billing or shipping country (e.g. is “US”)
• Order Item Count — Line count or total quantity (e.g. greater than 5)
• Product in Order — Check for a specific product ID
• Order Category — Products from a specific category
• Product Tag — Products with a specific tag
• Order Coupon — Coupon code used on the order
• Order Meta — Custom or ACF order field (e.g. “_priority” is “high”)

Core Actions

• Change Status — Set order to any WooCommerce status with an optional note.
• Add Note — Add a private or customer-visible order note. Supports dynamic placeholders.
• Send Email — Email to customer, admin, or custom address. Optional subject, body, and delay in minutes.
• Webhook — Send a POST request to any external URL or API endpoint.
• Custom Hook — Fire a WordPress do_action() so your custom code can run on matching orders.

Premium Actions

• Add Internal Task — Create a task linked to the order with priority (Low/Normal/High) and optional due date.
• Add Customer Tag — Tag customers (e.g. “VIP”, “Wholesale”) in user meta for segmentation.
• Apply Coupon to Next Order — Auto-generate a one-time percent discount coupon. Optionally email it to the customer.
• Slack / Teams Notification — Push order alerts to Slack or Microsoft Teams via incoming webhooks.
• Update Order Custom Field — Set any order meta key/value pair. Values support dynamic placeholders.
• Trigger Zapier/Make Webhook — POST a JSON payload with event name and full order data to automation platforms.
• Delay Then Run — Re-execute the same rule after X minutes via WordPress cron for follow-up automations.

AI Rule Generator

Describe your automation rules in plain English and let AI build them instantly. The visual rule builder is auto-filled with trigger, conditions, and actions — review, adjust, and save.

• OrderPilot Native — Free, no API key required, works offline. Best for simple and common rules.
• OpenAI (GPT-4o Mini) — Requires API key. Best for complex or vague descriptions.
• Ollama (Local LLM) — Free, no API key. Runs locally with llama3.2. Full privacy. Set Ollama URL in settings.

Dynamic Placeholders

Use these placeholders in notes, emails, task descriptions, Slack messages, and meta values:

• {order_id} — Order ID
• {order_number} — Order number
• {status} — Current order status
• {total} — Formatted order total
• {first_name} — Billing first name
• {last_name} — Billing last name
• {billing_email} — Billing email address
• {payment_method} — Payment method title

Internal Task Manager

OrderPilot includes a dedicated task management system for internal workflows linked to orders.

• Status Tracking — Pending, In Progress, and Completed with quick action buttons (Start, Done, Reopen).
• Priority Levels — Low, Normal, and High priority with visual indicators.
• Due Dates — Set due dates automatically (“due in X days”) with overdue tracking.
• Order Linking — Every task stores the linked order ID and number for easy cross-reference.
• Filters — Filter by status and priority. Search across all tasks.
• Manual Creation — Create tasks manually and link to any order.

Dashboard

• Active rules count, total runs, 7-day runs, and success rate at a glance.
• Quick action links to create rules, view logs, manage tasks, and open settings.
• Recent execution history with rule name, order, status, and message.
• Getting started guide for new users with no rules configured.

Execution Logs

• Every rule execution logged with rule name, order ID, success/fail status, message, and date.
• Advanced filtering by rule, order, status, and date range.
• Configurable retention period (set to 0 for unlimited).
• Failure alert emails for repeated rule failures.

Settings

• General — Global pause switch to instantly disable all rule execution.
• Rule Behavior — Default priority for new rules. Option to show Simulate section in the editor.
• AI Settings — Choose AI provider (Native/OpenAI/Ollama), enter API key, set Ollama URL.
• Alerts — Set failure alert email addresses for repeated rule failure notifications.
• Log Retention — Configure log retention in days. Set to 0 to keep logs forever.
• Uninstall — Option to delete all data (rules, tasks, logs, options) on plugin removal.

Developer-Friendly

OrderPilot is built on a modular, extensible architecture:

• Custom Conditions — Extend the Condition abstract class with your own evaluate() logic and register via the orderpilot_register_modules action hook.
• Custom Actions — Extend the Action abstract class with your own execute() method and register it with the same hook.
• Admin Config Filters — Use orderpilot_admin_conditions_config and orderpilot_admin_actions_config filters to add your custom modules to the visual rule builder UI.
• Custom Hooks Action — The built-in Custom Hook action fires do_action() with your specified hook name, so any WordPress code can listen and respond.
• JSON Rule Config — Rules stored as CPT with JSON config in post meta. Advanced JSON editor included.
• LoopGuard — Automatic per-request protection prevents infinite loops from status-change actions.
• Cron Integration — Delay Then Run action uses WordPress cron for scheduled future execution.

Requirements

• WordPress — 5.9 or higher
• WooCommerce — 8.0 or higher
• PHP — 7.4 or higher

Changelog

Version 1.0.0 — Initial Release

• Visual rule builder with triggers, condition groups, and chained actions.
• 12+ conditions with AND/OR group logic.
• 15+ actions including Slack, Zapier, internal tasks, auto-coupons, and delayed runs.
• AI Rule Generator with Native (free), OpenAI, and Ollama support.
• Internal task manager with priority, due dates, and status tracking.
• Comprehensive execution logs with filtering and configurable retention.
• Dashboard with stats, quick actions, and recent run history.
• Developer API with hooks, filters, and extensible abstract classes.
• Advanced JSON editor for power users.
• Manual run on last 50 orders for backfilling.

Support & Documentation

• User Guide — Step-by-step instructions for installation, dashboard, rules, triggers, conditions, actions, AI generator, tasks, logs, and settings.
• Developer Documentation — Architecture overview, directory layout, rule config schema, execution flow, custom conditions/actions, hooks and filters, cron integration, and admin UI extension guide.
• Dedicated Support — Premium support through CodeCanyon. Responses within 24 hours on business days.