Vendor Tasks for Dokan & ClickUp – Vendor Management Automation

Description

Vendor Tasks for Dokan & ClickUp is the easiest way to automate Dokan vendor management using ClickUp. Every time a vendor registers on your WooCommerce marketplace, gets approved, makes their first sale, or requests a withdrawal, a fully detailed ClickUp task is created automatically — no copy-paste, no manual entry, no missed follow-ups.

If you run a Dokan multi-vendor marketplace and your team uses ClickUp for project management, this plugin closes the gap between the two. Vendor onboarding, vetting, and support all happen inside ClickUp — right where your team already works.

Who Is This For?

• Marketplace operators running Dokan Lite or Dokan Pro who need structured vendor onboarding workflows
• Operations teams that track vendor applications, approvals, and support in ClickUp
• Agencies managing multi-vendor WooCommerce stores for clients
• Solo admins who want hands-free task creation without Zapier or Make

What Gets Automated

The plugin listens to 13 Dokan and WooCommerce vendor lifecycle events and creates a ClickUp task for each one — with full vendor details pre-filled:

Vendor Registration & Onboarding
A ClickUp task fires the moment a vendor registers — from the Dokan frontend form, admin panel, or REST API. The task includes name, email, shop name, shop URL, phone, company, social profiles, trust status, T&C accepted, registration date, WordPress user ID, and a one-click admin link.

Vendor Status Changes
Tasks trigger when a vendor is approved or disabled, so approvals never fall through the cracks.

Product & Milestone Events
Track product review submissions, first product published, and first sale — great for onboarding checklists and performance milestones.

Withdrawal Requests
Get a task every time a vendor requests a payout — ideal for finance teams that process withdrawals outside WooCommerce.

Profile Updates (Pro)
Sync vendor profile changes to ClickUp for audit trails and compliance.

Dokan Pro Events (Pro)
Subscription changes, refunds, store reviews, seller badge awards, staff assignments, and commission changes — full Dokan Pro lifecycle coverage.

Key Features

Automatic ClickUp Task Creation
Zero-config task creation for every vendor event. Tasks include all relevant vendor data so your team can act immediately.

Per-Event Task Templates
Set a unique task name format, priority (Urgent / High / Normal / Low), description style (plain or Markdown), and due-date offset for each of the 13 lifecycle events independently.

Task Name Placeholders
Customise task names with {vendor_name}, {vendor_email}, {shop_name}, {shop_url}, {social_profiles}, {is_trusted}, and {toc_accepted}.

Two-Way ClickUp Webhook Sync
Receive ClickUp task status changes back in WordPress. Map a status like “Approved” to automatically enable a vendor — manage vendors directly from ClickUp without touching WordPress admin.

Conditional List Routing (Pro)
Route different vendor types to different ClickUp lists — premium vendors to “Priority Queue”, trial vendors to “Onboarding”, and so on.

Slack Notifications
Post a Slack message on task creation or failure. Per-event toggle keeps noise low.

Automatic Retry Queue
If ClickUp is temporarily unreachable, failed tasks queue automatically and retry — vendor registration never blocks.

Duplicate Prevention
User meta flags guarantee each vendor gets exactly one task per event, even if hooks fire multiple times.

ClickUp API Caching
Workspace and list lookups are cached for 1 hour; overview stats for 5 minutes — stays well within ClickUp’s 100 req/min rate limit.

Modern Admin Dashboard

A fast React 18 SPA lives under Dokan → ClickUp Integration with 8 tabs:

• Overview — connection health, live task/vendor/failure counters, recent activity feed, setup checklist
• Connection — masked API token, dynamic workspace and list pickers, one-click connection test
• Task Templates — 13 event rows with name template, priority selector, description type, and due-date offset
• Triggers — on/off switch per automation event
• Webhook — incoming ClickUp webhook URL and HMAC secret verification
• Routing — conditional list routing rules (Pro)
• Notifications — Slack webhook URL and per-event toggles
• Plans — Free vs Pro feature comparison and license activation

Power shortcuts: Ctrl/Cmd+K command palette for tab navigation, Ctrl/Cmd+S to save from anywhere, slide-in Tweaks panel for light/dark mode, accent colour, and density.

Free vs Pro

Included in the free plugin:

• Vendor registration task (frontend, admin panel, and REST API)
• Vendor approval and disable triggers
• Product review and milestone events
• Withdrawal request tasks
• Slack notifications
• Two-way ClickUp webhook
• Automatic retry queue
• Overview dashboard with live stats

Pro add-on unlocks:

• Profile update sync
• First sale and first product milestone triggers
• Full Dokan Pro event triggers (subscriptions, refunds, reviews, badges, commissions)
• Conditional list routing — send vendor types to different ClickUp lists
• Bulk vendor backfill — sync all existing vendors in one job
• Custom ClickUp field mapping

Built for Reliability

• Compatible with WooCommerce’s latest order storage and checkout blocks
• Translation-ready

Third-Party Plugins

Dokan (required)

Provides the multi-vendor marketplace functionality this plugin automates. Dokan Lite (free) or Dokan Pro 3.0+ must be installed and active.

• Plugin: Dokan by WeDevs
• Developer: WeDevs

WooCommerce (required)

Required by Dokan. Provides the e-commerce foundation for your marketplace.

• Plugin: WooCommerce

External Services

This plugin sends data to external services only when explicitly configured.

ClickUp

Vendor data is sent to the ClickUp API (api.clickup.com) to create tasks. Data includes: vendor name, email, shop name, shop URL, phone, company, registration date, WordPress user ID, and an admin-only profile link. No data is sent if no API token is saved.

• Service: ClickUp

• Terms of Service: https://clickup.com/terms

• Privacy Policy: https://clickup.com/privacy

Slack (optional)

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

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

Privacy

This plugin transmits vendor data to ClickUp only when a lifecycle event fires and an API token is configured. The data transmitted is limited to: vendor name, email, shop name, shop URL, phone, company, registration date, WordPress user ID, and an admin-only profile link. No passwords, payment data, order history, or customer PII beyond the vendor’s own account details are ever transmitted. All plugin settings are stored in the WordPress options table on your own server.