Vendor Tasks for Dokan & ClickUp – Marketplace Automation

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Vendor Tasks for Dokan & ClickUp – Marketplace Automation

by Al Amin Ahamed

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Description

Vendor Tasks for Dokan & ClickUp connects your Dokan marketplace to ClickUp so your team never misses a vendor. The moment a vendor registers, gets approved, hits their first sale, or requests a withdrawal, a task appears in your ClickUp list — already filled in with everything you need to act. No copy-paste, no switching tabs, no missed follow-ups.

Run your vendor onboarding, vetting, and support workflow where your team already works.

Why You’ll Want It

  • Never miss a new vendor. A ClickUp task is created the instant someone registers, complete with their name, email, shop, phone, company, and a one-click link to their admin profile.
  • Track the whole vendor journey. Approvals, disables, profile updates, product reviews, first-product and first-sale milestones, and withdrawal requests each fire their own task.
  • Two-way sync. Change a task’s status in ClickUp and the plugin can enable or disable that vendor back in WordPress — no admin login required.
  • Tell your team instantly. Optional Slack notifications fire on task creation or failure.
  • Route the right vendor to the right list. Send vendors to different ClickUp lists based on role or custom rules (Pro).

A Settings Page You’ll Actually Enjoy

A fast, modern dashboard lives under Dokan ClickUp Integration:

  • Overview — connection health, live counters for tasks created, vendors synced, failed syncs, and active triggers, plus a recent-activity feed and setup checklist.
  • Connection — paste your token, pick a workspace and list, and test the connection in one click. Your token is never shown in the browser.
  • Task Templates — set the task name, priority, description style, and due-date offset independently for each of 13 lifecycle events.
  • Triggers — flip each automation on or off.
  • Webhook — receive ClickUp status changes with signed (HMAC) verification.
  • Routing — conditional list routing rules (Pro).
  • Notifications — Slack webhook and per-event toggles.
  • Plans — compare Free vs Pro and activate a license.

Keyboard-friendly too: press Ctrl/Cmd+K to jump between tabs, and switch light/dark mode, accent colour, and density from the Tweaks panel.

Built to Stay Out of Your Way

  • Vendor registration never blocks — if ClickUp is unreachable, the task is queued and retried automatically.
  • Duplicate-proof: each vendor gets one task per event.
  • Caches ClickUp lookups to respect API rate limits.
  • HPOS and Cart/Checkout Blocks compatible.
  • Translation-ready.

Compatibility

  • WordPress 6.6+
  • WooCommerce 3.0+ (tested up to 9.5)
  • Dokan Lite or Pro 3.0+ (tested up to 3.15)
  • PHP 7.4 – 8.3
  • A ClickUp account with a personal API token

Third-Party Plugins

This plugin integrates with the Dokan multi-vendor marketplace and requires it to function. No data is transmitted to third-party plugin developers by this plugin.

Dokan (required)

Provides the vendor marketplace and the lifecycle hooks this plugin reacts to (dokan_new_seller_created, dokan_vendor_enabled, dokan_vendor_disabled, and others). Dokan Lite (free) or Dokan Pro 3.0+ must be installed and active.

WooCommerce (required)

Required by Dokan. Provides the order/customer data layer and the logging channel used for API traces.

External Services

This plugin sends data to external services only when configured to do so.

ClickUp

Vendor data is sent to the ClickUp API to create or update tasks. Data includes vendor name, email, shop name, phone, company, registration date, user ID, and an admin-only URL. No data is sent if no API token is configured.

  • Service: ClickUp
  • API: https://api.clickup.com/api/v2/
  • Terms: https://clickup.com/terms
  • Privacy: https://clickup.com/privacy

Slack (optional)

If Slack integration is enabled, a notification is posted to your Slack workspace on task creation or failure. No data is sent unless the integration is enabled and a webhook URL is configured.

  • Service: Slack
  • Terms: https://slack.com/terms-of-service
  • Privacy: https://slack.com/privacy-policy

Privacy

The plugin transmits vendor data to ClickUp only when a lifecycle event fires. It sends vendor name, email, shop name, phone, company, registration date, user ID, and an admin-only profile link. No passwords, no payment data, no analytics. All settings are stored in the WordPress options table on your own server.

Requirements

  • WordPress 6.6 or greater
  • WooCommerce 3.0+ active
  • Dokan Lite or Dokan Pro 3.0+ active
  • PHP 7.4 or greater
  • A ClickUp account with API access

From WordPress Admin

  1. Go to Plugins Add New.
  2. Search for “Vendor Tasks for Dokan ClickUp”.
  3. Click Install Now, then Activate.

Manual Upload

  1. Download the plugin zip.
  2. Go to Plugins Add New Upload Plugin.
  3. Choose the zip, click Install Now, then Activate.

Setup

  1. In ClickUp, open your avatar menu Settings Apps and generate a personal API token.
  2. In WordPress, go to Dokan ClickUp Integration Connection.
  3. Paste the token — the workspace dropdown loads automatically.
  4. Pick a Workspace, then pick a List.
  5. Set the default task priority and name template.
  6. Click Save, then Test Connection.
  7. Register a test vendor and confirm the task appears in ClickUp.
  1. Overview tab — connection health badge, four live stat cards (tasks created, vendors synced, failed syncs, active triggers), recent activity feed, and setup checklist.

    Overview tab — connection health badge, four live stat cards (tasks created, vendors synced, failed syncs, active triggers), recent activity feed, and setup checklist.

  2. Connection tab — masked API token field, dynamic workspace and list dropdowns, green "Connected" badge after a successful test.

    Connection tab — masked API token field, dynamic workspace and list dropdowns, green "Connected" badge after a successful test.

  3. Task Templates tab — 13 lifecycle events in collapsible rows; an expanded event showing task name template, priority selector, description type, and due-date offset.

    Task Templates tab — 13 lifecycle events in collapsible rows; an expanded event showing task name template, priority selector, description type, and due-date offset.

  4. Triggers tab — individual on/off automation switches for vendor status changes, product milestones, and withdrawals; Pro-only events clearly badged.

    Triggers tab — individual on/off automation switches for vendor status changes, product milestones, and withdrawals; Pro-only events clearly badged.

  5. Plans tab — Free vs Pro feature comparison matrix, plan cards, and the license activation field.

    Plans tab — Free vs Pro feature comparison matrix, plan cards, and the license activation field.

  6. Command palette — <code>Ctrl/Cmd+K</code> opens a keyboard-driven tab search overlay with arrow-key navigation and instant jump.

    Command palette — Ctrl/Cmd+K opens a keyboard-driven tab search overlay with arrow-key navigation and instant jump.

  7. Tweaks panel — slide-in theme customiser with light/dark toggle, five accent swatches, and comfortable/compact density selector.

    Tweaks panel — slide-in theme customiser with light/dark toggle, five accent swatches, and comfortable/compact density selector.

Does this require Dokan Pro?

No. Dokan Lite (free) is fully supported. Dokan Pro unlocks additional trigger events.

How do I get a ClickUp API token?

Log in to ClickUp click your avatar Settings Apps Generate. Paste the token into the plugin’s Connection tab. The token is stored in wp_options on your own server and is never sent to the browser.

What vendor data is sent to ClickUp?

Name, email, shop name, phone, company (if set), registration date, WordPress user ID, and a direct link to the vendor admin profile. No passwords or payment data.

Can I customise the task name?

Yes. Use {vendor_name}, {vendor_email}, and {shop_name} in the task name template on the Task Templates tab. Each lifecycle event has its own independent template.

Will I get duplicate tasks?

No. A user meta flag (_vendor_tasks_dokan_clickup_task_created) blocks duplicates per vendor per event. Delete the meta key if you need to recreate a task.

What happens if the ClickUp API is down?

Vendor registration never blocks. The failure is logged, queued for automatic retry, and optionally sends a Slack notification. On persistent failure, the vendor_tasks_dokan_clickup_task_failed action fires so you can hook in custom logic.

How do I debug issues?

Enable logging in the settings page, then open WooCommerce Status Logs and select the vendor-tasks-dokan-clickup-* file.

Is HPOS supported?

Yes. The plugin declares compatibility with WooCommerce High-Performance Order Storage and Cart/Checkout Blocks.

What are ClickUp’s rate limits?

100 requests per minute per token. Workspace and list lookups are cached for one hour; the overview stats endpoint caches for five minutes.

Is the plugin translation-ready?

Yes. Text domain: alamin-vendor-tasks-dokan-clickup. Drop MO files into /languages/ or load via a translation plugin.

Why do I see `dokan_` hooks and functions in the code?

Those belong to the Dokan plugin (by WeDevs), not to this plugin. Hooks like dokan_new_seller_created, dokan_vendor_enabled, and dokan_vendor_disabled are provided by Dokan. This plugin subscribes to them with add_action() to react to vendor events. It does not define these hooks.

1.1.0 – 2026-06-14

  • Added: dokan_new_vendor hook catches vendors created via the Dokan admin panel.
  • Added: dokan_rest_stores_create_store hook catches vendors created via the Dokan REST API.
  • Added: Shop URL, social profiles, trust status, and T&C accepted fields in task descriptions and name placeholders.
  • Added: StatusTriggers (vendor approved/disabled) and EmailNotifier (failure emails) promoted to the free tier.
  • Added: TriggerAction::add_comment() — shared helper used by all trigger modules to add ClickUp comments.
  • Fixed: PHPStan Level 8 — replaced nullable-coalesce guards (??) with falsy-coalesce (?:) for Dokan Vendor getter methods.
  • Fixed: Stale autoload map that caused a fatal error on activation after adding new classes.
  • Chore: CI — upgraded all GitHub Actions to Node 24-native versions; added WP_ROOT_PATH env var for PHPUnit.

1.0.0 – 2025-10-03

Initial release.

  • ClickUp API v2 client with workspace/list traversal and 1-hour object cache.
  • Vendor registration detection via dokan_new_seller_created, user_register, and woocommerce_created_customer.
  • Lifecycle event triggers: vendor approval, disable, profile sync, product review, milestones, withdrawals.
  • React 18 admin dashboard with light/dark/accent/density theming.
  • Overview tab with live stats and an activity log.
  • Plans tab with Free/Pro feature matrix and license activation.
  • Command palette (Ctrl/Cmd+K) and slide-in Tweaks panel.
  • Per-event Task Templates tab — 13 configurable lifecycle events.
  • Conditional list routing rules (Pro).
  • Incoming ClickUp webhook with HMAC secret verification.
  • Slack notifications on task creation or failure.
  • Automatic retry queue for transient ClickUp API failures.
  • HPOS and Cart/Checkout Blocks compatibility declared.
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