How to Send Dokan Data to Velocify
Velocify is a CRM that helps you manage contacts and track interactions. Dokan handles a vendor registers or a product is submitted on your WordPress site. Velocify is where that data needs to go. Here is how to connect them without Zapier or code.
Why not just use Zapier?
For connecting Dokan to CRM, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.
What you will need
- A WordPress site with Dokan installed and configured.
- A Velocify account.
- The Advanced Form Integration plugin (free from WordPress.org).
Connect Velocify to AFI
Velocify uses OAuth 2.0 for authentication. In AFI → Settings → Velocify, click Authorize and grant access. This is a one-time step.
Setting up the integration
1. Create a new integration
Go to AFI → Add New. Name it Dokan to Velocify.
2. Pick your trigger
Select Dokan as the form provider. AFI fires when a vendor registers or a product is submitted, giving you access to vendor name, email, store name, product title, and store category.
3. Select Velocify as the destination
Choose Velocify from the platform dropdown and pick Add Lead. This creates a lead in Velocify.
4. Map fields
Match each Velocify field on the left to the corresponding Dokan field on the right. Common mappings include vendor name, email, store name, product title, and store category. You can also use smart tags like {{_submission_date}}.
5. Add conditions if needed
Only want to send certain records? Set up a conditional rule based on any field value.
6. Save and test
Click Save Integration. Trigger a test event in Dokan. Check Velocify to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.
Free vs Pro
The free version maps name, email, and phone to Velocify with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.
Frequently asked questions
Which Dokan events trigger the integration?
AFI fires when a vendor registers or a product is submitted. This covers new submissions and relevant status changes.
Will adding this slow down my site?
No. AFI sends data to the destination after the event completes. Your site performance is not affected.
Can I send data to multiple platforms?
Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.
Get started
Install Advanced Form Integration free from WordPress.org and connect Dokan to Velocify in minutes.
Leave a Reply