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Vendor Tasks for Dokan & ClickUp – Vendor Management Automation

开发者 mralaminahamed
更新时间 2026年6月14日 14:46
捐献地址: 去捐款
PHP版本: 7.4 及以上
WordPress版本: 7.0
版权: GPLv2 or later
版权网址: 版权信息

标签

woocommerce automation project-management dokan vendor-management

下载

1.0.0 1.1.0

详情介绍:

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? 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: 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: Pro add-on unlocks: Built for Reliability

安装:

Requirements 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 from the WordPress.org plugin page.
  2. Go to Plugins → Add New → Upload Plugin.
  3. Upload the zip and click Activate.
Quick Setup (5 minutes)
  1. In ClickUp: click your avatar → Settings → Apps → Generate to get a personal API token.
  2. In WordPress: go to Dokan → ClickUp Integration → Connection.
  3. Paste your API token — the Workspace dropdown loads automatically.
  4. Select a Workspace, then select a ClickUp List.
  5. Set a default task priority and name template (e.g. New Vendor: {vendor_name}).
  6. Click Save Settings, then Test Connection.
  7. Register a test vendor and verify the task appears in ClickUp.

屏幕截图:

  • Connection tab — masked API token field, dynamic workspace and list dropdowns, green "Connected" badge after a successful test.
  • Task Templates tab — 13 lifecycle events in collapsible rows; an expanded row showing task name template with placeholders, priority selector, description type, and due-date offset.
  • Triggers tab — individual on/off automation switches for each vendor lifecycle event; Pro-only events clearly badged.
  • Plans tab — Free vs Pro feature comparison matrix, plan cards, and license key activation field.
  • Command palette — `Ctrl/Cmd+K` opens a keyboard-driven tab search overlay with instant jump.
  • Tweaks panel — slide-in theme panel with light/dark toggle, five accent colour swatches, and comfortable/compact density selector.

升级注意事项:

1.1.0 Adds shop URL, social profiles, trust status, and T&C fields to tasks. Vendor approval/disable triggers and failure email alerts now included in the free tier. Recommended upgrade for all users. 1.0.0 Initial release.

常见问题:

Does this plugin work with Dokan Lite (free)?

Yes. Dokan Lite is fully supported at no cost. Dokan Pro unlocks additional automation events (subscriptions, refunds, store reviews, seller badges, commission changes).

Does this require Dokan Pro to work?

No. The free version of Dokan (Dokan Lite) works with all core features including vendor registration, approval, disable, product review, milestone, and withdrawal triggers.

How do I connect my ClickUp account?

Go to ClickUp → click your avatar → Settings → Apps → Generate to create a personal API token. Paste it in the plugin's Connection tab. Your token is stored securely on your server and is never exposed in the browser.

Which vendor data is sent to ClickUp?

Vendor name, email, shop name, shop URL, phone, company, social profiles (Facebook, Twitter, LinkedIn, YouTube, TikTok, Instagram, Threads), trust status, T&C accepted, registration date, WordPress user ID, and an admin-only link to the vendor profile. No passwords, payment details, or order data.

Can I customise the ClickUp task name and description?

Yes. Each of the 13 lifecycle events has its own independent task name template with placeholder support: {vendor_name}, {vendor_email}, {shop_name}, {shop_url}, {social_profiles}, {is_trusted}, {toc_accepted}. You can also choose plain text or Markdown for the description.

Will I get duplicate ClickUp tasks for the same vendor?

No. The plugin records when a task has been created for each vendor. If a registration event fires more than once for the same vendor, the duplicate is automatically skipped.

What happens when a vendor registers but ClickUp is down?

Vendor registration completes normally regardless of ClickUp availability. The failed task is queued for automatic retry. An optional Slack notification fires on failure.

Can I manage Dokan vendors directly from ClickUp?

Yes, with the two-way webhook. Map ClickUp task statuses (e.g. "Approved", "Rejected") to WordPress actions — the plugin can enable or disable a vendor automatically when a task status changes in ClickUp. No WordPress login required.

How do I send different vendor types to different ClickUp lists?

This is the Conditional List Routing feature, available in the Pro add-on. Create rules based on vendor role or shop category to route vendors to different ClickUp lists.

Is this compatible with the latest WooCommerce features?

Yes. The plugin is fully compatible with WooCommerce's High-Performance Order Storage (HPOS) and the new Cart and Checkout blocks.

How do I debug a missing ClickUp task?

  1. Enable Logging on the Connection tab.
  2. Go to WooCommerce → Status → Logs and open the vendor-tasks-dokan-clickup-* file.
  3. Check for [error] lines with the vendor user ID.
  4. Common causes: invalid API token, deleted ClickUp list, rate limit exceeded, or the vendor already has a task (duplicate prevention).

What are ClickUp's API rate limits?

100 requests per minute per token. This plugin caches workspace and list lookups for 1 hour and overview stats for 5 minutes to minimise API calls.

Is the plugin translation-ready?

Yes. Drop .mo files into /wp-content/languages/plugins/ or use a translation plugin like Loco Translate.

Can I use this without Slack?

Yes. Slack is entirely optional. Leave the Slack webhook URL blank and no notifications are sent.

Does this plugin modify the Dokan plugin files?

No. This plugin listens to events published by the Dokan plugin and reacts to them. No Dokan source files are modified.

更新日志:

1.1.0 - 2026-06-14 1.0.0 - 2025-10-03 Initial release.