Aaron David Pratt

wikimotivedev

<h3>What does Wikimotive’s Task Forms for ClickUp plugin do?</h3>
<p>This plugin connects your WordPress site to your ClickUp tasks board via their Cloud API. You can create custom forms and format them to submit tasks to a selected ClickUp task list.</p>
<p>Maybe you want a support ticketing system for your site, or you have a dashboard for your employees and would like to assign specially formatted tasks to your team members. You can do that with this plugin.</p>
<h3>Placing the form on your site:</h3>
<p>Once you’ve created your form you’ll be able to place it anywhere on your site with the use of the shortcode below.<br />
[ctf_form id=”{Form ID}”]</p>
<p>The shortcode for each form is provided at the top of the form editor page.</p>


Wikimotive's Task Forms for ClickUp – Free

This plugin allows you to add Task Submission Forms for ClickUp to your Wordpress website via the use of shortcodes and ClickUp's Cloud API Conne …

Al Amin Ahamed

<p><strong>Vendor Tasks for Dokan & ClickUp</strong> 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.</p>
<p>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.</p>
<h4>Who Is This For?</h4>
<ul>
<li><strong>Marketplace operators</strong> running Dokan Lite or Dokan Pro who need structured vendor onboarding workflows</li>
<li><strong>Operations teams</strong> that track vendor applications, approvals, and support in ClickUp</li>
<li><strong>Agencies</strong> managing multi-vendor WooCommerce stores for clients</li>
<li><strong>Solo admins</strong> who want hands-free task creation without Zapier or Make</li>
</ul>
<h4>What Gets Automated</h4>
<p>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:</p>
<p><strong>Vendor Registration & Onboarding</strong><br />
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.</p>
<p><strong>Vendor Status Changes</strong><br />
Tasks trigger when a vendor is approved or disabled, so approvals never fall through the cracks.</p>
<p><strong>Product & Milestone Events</strong><br />
Track product review submissions, first product published, and first sale — great for onboarding checklists and performance milestones.</p>
<p><strong>Withdrawal Requests</strong><br />
Get a task every time a vendor requests a payout — ideal for finance teams that process withdrawals outside WooCommerce.</p>
<p><strong>Profile Updates (Pro)</strong><br />
Sync vendor profile changes to ClickUp for audit trails and compliance.</p>
<p><strong>Dokan Pro Events (Pro)</strong><br />
Subscription changes, refunds, store reviews, seller badge awards, staff assignments, and commission changes — full Dokan Pro lifecycle coverage.</p>
<h4>Key Features</h4>
<p><strong>Automatic ClickUp Task Creation</strong><br />
Zero-config task creation for every vendor event. Tasks include all relevant vendor data so your team can act immediately.</p>
<p><strong>Per-Event Task Templates</strong><br />
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.</p>
<p><strong>Task Name Placeholders</strong><br />
Customise task names with <code>{vendor_name}</code>, <code>{vendor_email}</code>, <code>{shop_name}</code>, <code>{shop_url}</code>, <code>{social_profiles}</code>, <code>{is_trusted}</code>, and <code>{toc_accepted}</code>.</p>
<p><strong>Two-Way ClickUp Webhook Sync</strong><br />
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.</p>
<p><strong>Conditional List Routing (Pro)</strong><br />
Route different vendor types to different ClickUp lists — premium vendors to “Priority Queue”, trial vendors to “Onboarding”, and so on.</p>
<p><strong>Slack Notifications</strong><br />
Post a Slack message on task creation or failure. Per-event toggle keeps noise low.</p>
<p><strong>Automatic Retry Queue</strong><br />
If ClickUp is temporarily unreachable, failed tasks queue automatically and retry — vendor registration never blocks.</p>
<p><strong>Duplicate Prevention</strong><br />
User meta flags guarantee each vendor gets exactly one task per event, even if hooks fire multiple times.</p>
<p><strong>ClickUp API Caching</strong><br />
Workspace and list lookups are cached for 1 hour; overview stats for 5 minutes — stays well within ClickUp’s 100 req/min rate limit.</p>
<h4>Modern Admin Dashboard</h4>
<p>A fast React 18 SPA lives under <strong>Dokan <span aria-hidden="true" class="wp-exclude-emoji">→</span> ClickUp Integration</strong> with 8 tabs:</p>
<ul>
<li><strong>Overview</strong> — connection health, live task/vendor/failure counters, recent activity feed, setup checklist</li>
<li><strong>Connection</strong> — masked API token, dynamic workspace and list pickers, one-click connection test</li>
<li><strong>Task Templates</strong> — 13 event rows with name template, priority selector, description type, and due-date offset</li>
<li><strong>Triggers</strong> — on/off switch per automation event</li>
<li><strong>Webhook</strong> — incoming ClickUp webhook URL and HMAC secret verification</li>
<li><strong>Routing</strong> — conditional list routing rules (Pro)</li>
<li><strong>Notifications</strong> — Slack webhook URL and per-event toggles</li>
<li><strong>Plans</strong> — Free vs Pro feature comparison and license activation</li>
</ul>
<p>Power shortcuts: <code>Ctrl/Cmd+K</code> command palette for tab navigation, <code>Ctrl/Cmd+S</code> to save from anywhere, slide-in Tweaks panel for light/dark mode, accent colour, and density.</p>
<h4>Free vs Pro</h4>
<p><strong>Included in the free plugin:</strong></p>
<ul>
<li>Vendor registration task (frontend, admin panel, and REST API)</li>
<li>Vendor approval and disable triggers</li>
<li>Product review and milestone events</li>
<li>Withdrawal request tasks</li>
<li>Slack notifications</li>
<li>Two-way ClickUp webhook</li>
<li>Automatic retry queue</li>
<li>Overview dashboard with live stats</li>
</ul>
<p><strong>Pro add-on unlocks:</strong></p>
<ul>
<li>Profile update sync</li>
<li>First sale and first product milestone triggers</li>
<li>Full Dokan Pro event triggers (subscriptions, refunds, reviews, badges, commissions)</li>
<li>Conditional list routing — send vendor types to different ClickUp lists</li>
<li>Bulk vendor backfill — sync all existing vendors in one job</li>
<li>Custom ClickUp field mapping</li>
</ul>
<h4>Built for Reliability</h4>
<ul>
<li>Compatible with WooCommerce’s latest order storage and checkout blocks</li>
<li>Translation-ready</li>
</ul>
<h3>Third-Party Plugins</h3>
<h4>Dokan (required)</h4>
<p>Provides the multi-vendor marketplace functionality this plugin automates. Dokan Lite (free) or Dokan Pro 3.0+ must be installed and active.</p>
<ul>
<li>Plugin: <a href="https://wordpress.org/plugins/dokan-lite/" rel="ugc">Dokan by WeDevs</a></li>
<li>Developer: <a href="https://wedevs.com/" rel="nofollow ugc">WeDevs</a></li>
</ul>
<h4>WooCommerce (required)</h4>
<p>Required by Dokan. Provides the e-commerce foundation for your marketplace.</p>
<ul>
<li>Plugin: <a href="https://wordpress.org/plugins/woocommerce/" rel="ugc">WooCommerce</a></li>
</ul>
<h3>External Services</h3>
<p>This plugin sends data to external services only when explicitly configured.</p>
<h4>ClickUp</h4>
<p>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.</p>
<ul>
<li>
<p>Service: <a href="https://clickup.com/" rel="nofollow ugc">ClickUp</a></p>
</li>
<li>
<p>Terms of Service: https://clickup.com/terms</p>
</li>
<li>Privacy Policy: https://clickup.com/privacy</li>
</ul>
<h4>Slack (optional)</h4>
<p>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.</p>
<ul>
<li>Service: <a href="https://slack.com/" rel="nofollow ugc">Slack</a></li>
<li>Terms of Service: https://slack.com/terms-of-service</li>
<li>Privacy Policy: https://slack.com/privacy-policy</li>
</ul>
<h3>Privacy</h3>
<p>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.</p>


Vendor Tasks for Dokan & ClickUp – Vendor Management Automation

Automate Dokan vendor management with ClickUp. Create tasks on vendor registration, approval, milestones, withdrawals, and more — zero manual work.

Wikimotive's Task Forms for ClickUp – Free vs Vendor Tasks for Dokan & ClickUp – Vendor Management Automation