Vendor Tasks for Dokan & ClickUp – Vendor Management Automation vs Vendor Onboarding W9-1099 Chaser by Mypowerly

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 More from us Other free plugins by the same author, all on WordPress.org. For a marketplace or store Warranty Cart – Sell extended warranties on your products, then handle the claims and renewals that follow. StoreSheet – Sync WooCommerce products, orders and coupons to a Google spreadsheet, one way and in the background. StoreSeeder – Realistic test data for WooCommerce and Fluent Cart — a whole shop from a recipe, with one-click cleanup. For any site Swift Menu Duplicator – Duplicate menus in one click, snapshot revisions, export and import, WP-CLI and REST. Author Profile Blocks – Author and team profiles as Gutenberg blocks — grid, carousel, list and single. 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.

Note: This plugin is currently in beta stage. Features and functionality may evolve as we continue development. Stop chasing vendors for W-9s. Automate it inside WordPress. If your WordPress site pays affiliates, contractors, or vendors — you are legally required to collect a signed W-9 before issuing a 1099 at year-end. Most store owners handle this over email, in spreadsheets, or not at all — until the IRS deadline hits. ⚠️ One missing W-9 can trigger an IRS penalty of $310 per form. Intentional disregard carries penalties with no maximum cap. W-9 1099 Chaser is the only WordPress-native plugin that automates the full compliance workflow — from the first W-9 request to the final IRS e-file — without a single data export or CSV upload. This plugin is currently in beta. We’re actively improving features and welcome your feedback as we enhance the platform. The Problem This Solves Without this plugin, collecting a W-9 means emailing a blank IRS PDF, waiting for your contractor to print it, fill it by hand, sign it, scan it, and email it back — if they ever do. Not every contractor has a printer. Not every gig worker has PDF software. And almost none of them want to figure out how to digitally sign a PDF on their phone at midnight. W-9 1099 Chaser lets your affiliates and contractors self-serve: visit your site, fill out the web form, sign it digitally, and download a completed W-9 PDF — in minutes, on any device, with no software to install. Your onboarding starts immediately instead of stalling in someone’s inbox. Free: Standalone W-9 Tool (No Account Needed) Use your WordPress site as an instant W-9 station. No account required to get started. Three Access Modes — Deploy the W-9 Form Your Way Public Mode — The W-9 webform is freely available to any visitor. They can fill it out, sign it, and download their completed W-9 PDF at any time. Protected Mode — Share access selectively via a PIN or secret key. Ideal if you only work with approved contractors or affiliates and want to control who can submit a form. Private Mode — For internal use only. Only the store owner can access the form — perfect for generating your own W-9s without making anything public. Free Tool Features Electronic Signature — Built-in e-signature included free; no third-party tool needed Two PDF Output Options Official IRS W-9 PDF — auto-filled from your web form entries Print-to-PDF version — a reliable backup if needed (consult your legal counsel on which format suits your use case) Gutenberg Block — Embed the form natively in the block editor; no shortcode required Shortcode Support — Works in any page builder or classic editor via [w91099ch_w9_form] Responsive Design — Mobile-friendly; gig workers can complete and sign their W-9 from any phone with no printer or PDF software needed Frontend & Backend Display — Responsive form accessible from both the admin panel and public-facing pages Connected: Full Vendor Compliance Automation (Free to Start) For WooCommerce stores, affiliate programs, and marketplaces that need to collect W-9s at scale — connect to MyPowerly and automate everything. Automatic Detection Auto-detects new affiliates and vendors the moment they join your store W-9 request sent automatically — no manual work required Multi-Channel Vendor Chasing Send W-9 requests via Email, SMS, WhatsApp, or VoIP Smart follow-up reminders chase non-responsive vendors automatically You never have to write another “please send your W-9” email Compliance Enforcement Real-time status dashboard — see who has signed, who is pending, who is overdue Flag vendors who hit the $600 IRS reporting threshold without a W-9 on file Freeze payments to non-compliant vendors before you pay them in error Year-End Filing TIN Matching validates every tax ID before filing — eliminates the most common cause of IRS B-Notices and penalties Optional 1099 e-filing at industry-low per-form pricing — no re-entry, no accountant required Google Sheets sync — export your full vendor and W-9 status to your own Google Drive Your Brand, Your Portal White-label vendor portal with your logo, colors, and domain Invite your accountant or bookkeeper to manage filings under their own login Who This Is For WooCommerce marketplace owners paying sellers or affiliates WordPress sites using AffiliateWP, Dokan, WC Vendors, SliceWP, or YITH Bookkeepers and CPAs managing compliance for multiple client sites Any WordPress site paying independent contractors over $600/year Works With Direct Integration (auto-detection + sync): AffiliateWP SliceWP YITH WooCommerce Affiliates WP Affiliate Manager WC Vendors Dokan WCFM Marketplace Heuristic Detection: Affiliate for WooCommerce Ultimate Affiliate Pro Easy Affiliate Tapfiliate WP Affiliate Platform Also connects with: Google Sheets Google Drive Outlook Gmail Free vs. Connected Feature | Free (Standalone) | Connected (MyPowerly) ------------------------------------------- | ----------------- | -------------------- W-9 PDF fill & download | Yes | Yes Electronic signature | Yes | Yes Three access modes (Public / Protected / Private) | Yes | Yes Gutenberg block support | Yes | Yes Auto-detect new vendors/affiliates | No | Yes Bulk W-9 request sending | No | Yes Email / SMS / WhatsApp / VoIP delivery | No | Yes Real-time compliance dashboard | No | Yes Payment freeze for non-compliant vendors | No | Yes TIN Matching | No | Yes Audit trail & legally binding eSignature | No | Yes White-label vendor portal | No | Yes 1099 e-filing | No | Add-on Connected features require a free MyPowerly account. Advanced features are usage-based — no monthly subscription fee. Why Not Just Hire an Accountant? An accountant charges ~$500 once a year and does nothing in between. They don’t chase your vendors in August when they go quiet. They don’t freeze a payment when a vendor crosses the $600 threshold without a W-9 on file. They don’t send a WhatsApp reminder on a Tuesday morning. W-9 1099 Chaser does all of that automatically, year-round, without you touching anything. For accounting professionals who want to stay involved — they can be invited into the platform and manage multiple client sites under their own white-label portal. We don’t replace accountants. We make them look good. Security & Data Handling Sensitive tax data (TIN / SSN / FEIN) is never transmitted through the WordPress plugin Data goes directly to MyPowerly’s secured backend with AES-256 encryption at rest and TLS in transit No background data sync — all transmissions are administrator-initiated No ads. No hidden tracking. Full subprocessor transparency. ⚠️ This plugin does not file tax forms or provide tax advice. All 1099 filing is handled by the connected MyPowerly service. Privacy Policy: https://1099automation.com/w9-1099-chaser/privacy-policy/ Terms: https://1099automation.com/w9-1099-chaser/terms/ One-Line Positioning Statement “The only 1099 and W-9 compliance platform built inside WordPress — from vendor onboarding to IRS e-filing, with zero data exports.” “Automate vendor onboarding – W-9 compliance & 1099 Electronic Filing (in minutes)” Connect with our platform for advanced vendor onboarding features including: * Automated W-9 form collection * Contractor compliance tracking * 1099 electronic filing preparation * Vendor management workflows Optional: Connect with MyPowerly.com for advanced workflows For advanced workflows, an administrator can connect the site to an external API provider: Official website: https://1099automation.com/ Primary service used by this plugin: https://www.mypowerly.com/ Partner platform: https://1099automation.com/become-a-partner Support email: [email protected] MyPowerly.com provides the backend API, automations and workflow services used by the connected features in this plugin. When optionally connected for advanced features, WordPress is used only as an interface/bridge for user-initiated actions such as connection, manual sync operations, and widget generation. What this plugin does Includes a W-9 PDF fill/download tool (client-side) for convenience and easy sharing. For advance automation and features: Connects your WordPress site to an external MyPowerly account using the new External Connect API. Automatically configures secure webhook endpoints for real-time data synchronization. Lets administrators run manual, user-initiated sync actions (for example: site profile, team members, and payees / affiliates / vendors / independent contractors records). Provides comprehensive webhook event tracking for all sync operations. Optionally helps generate and embed a W9 data collection widget provided by the external service. Includes built-in webhook testing and verification tools for easy troubleshooting. What this stand alone plugin does not do It does not file tax forms. It does not submit 1099s. It does not file 1099 forms. It does not provide tax advice. Sensitive data handling (TIN/SSN/FEIN) W9 – 1099 Chaser works in stand alone mode. Therefore it does NOT transmit taxpayer identification numbers (TIN), including SSN/FEIN, to MyPowerly or to any connected MyPowerly platform. The plugin explicitly excludes common TIN-related fields from API transmissions. External Service Disclosure This plugin connects to external services for advanced automations and features only. For such advanced needs, this plugin will not function fully without an account with at least the primary MyPowerly service listed below. The plugin provides limited standalone functionality (such as W-9 PDF generation) without connecting to the external MyPowerly service. Encryption is used to protect API tokens and administrator-initiated metadata during secure communication with the external MyPowerly service. Taxpayer identification numbers (TIN/SSN/FEIN) are not transmitted by this plugin and therefore are not encrypted. For more information: Terms & Conditions: https://1099automation.com/w9-1099-chaser/terms/ Privacy Policy: https://1099automation.com/w9-1099-chaser/privacy-policy/ MyPowerly Website: https://mypowerly.com API Domain: https://mypowerly.com Connects your WordPress site to your MyPowerly account Enables user-initiated sync for automations, workflows, W-9 management, affiliate/vendor tracking, and widget generation Data is transmitted only after an administrator performs an explicit action (e.g., Connect, Sync, Generate Widget Code) Data that may be transmitted (based on selected action): Site information (site URL, site name, admin email) during connection Team/user details (email, role) when using team sync Affiliate/vendor/contractor records from supported plugins or WordPress users (name, email, status, IDs, payout/earnings summary signals) Widget configuration or embed code W-9 form fields entered by an administrator (SSN/FEIN/TIN are not transmitted) Stored in WordPress: Connection tokens/credentials Limited connector settings (status, timestamps, widget settings) Completed W-9 PDFs are not stored in WordPress Stored by MyPowerly: Synced data is stored securely in your MyPowerly account Privacy Policy: https://www.mypowerly.com/privacy-policy MyPowerly Features • Create and send W-9 requests individually or in bulk via CSV • Sync contacts from Google, Outlook, Yahoo, Hotmail, Google Sheets • Send affiliate/vendor data from your store • Auto-detect new affiliates and trigger W-9 requests • Direct integration: AffiliateWP, SliceWP, YITH WooCommerce Affiliates, WP Affiliate Manager, WC Vendors, Dokan, WCFM Marketplace • Heuristic detection: Affiliate for WooCommerce, Ultimate Affiliate Pro, Tapfiliate, Easy Affiliate, WP Affiliate Platform, itthinx Affiliates • Pre-filled W-9 forms using imported data • Custom logo, brand colors, and domain • Mobile-friendly, W-9 compliant forms • White-label portal for vendors and affiliates • Real-time request status tracking • Secure W-9 PDF generation and encrypted storage • Organized, searchable document library • Optional W-9 data collection widget • Optional live chat widget powered by Clicflo.com • Optional embedded forms (Contact, Newsletter, Pay Me, Client Intake, Power of Attorney, Contracts, Engagement Letters) • Administrator-enabled and configurable • Widget content loads from MyPowerly.com or Clicflo.com 🔹 MyPowerly Paid Features (Usage-Based – No Monthly Fee) • Automated W-9 requests via eCommerce and affiliate integrations • Multi-channel delivery: Email, SMS, WhatsApp, VoIP • Smart reminders and notifications • Secure eSignature and Multi-Factor Authentication (MFA) • Legally binding, timestamped audit trails • Compliance dashboard with signed/pending status tracking • W-9-ready PDFs on demand • TIN Matching to reduce errors and avoid penalties • Optional 1099 E-Filing add-on with industry-low pricing • File electronically with no data re-entry • Discount codes available for special pricing Privacy Privacy & Consent Summary (What / When / Where / Why) What data is sent: • Site/profile details (site URL, site name, admin email), team/user details (user email and role), payees/affiliates/vendors/independent contractors metadata (name/email/status/IDs and summary signals), widget configuration/embed code. • The plugin does NOT transmit taxpayer identification numbers (TIN/SSN/FEIN). When data is sent: • Only after explicit user action (administrator clicks Connect, runs Sync actions, or generates widget code). No automatic background transmission. Where data is sent: • MyPowerly service (primary): https://mypowerly.com • Optional widget embeds: depends on embed code you generate Note: Widget embed code may load third-party scripts/iframes from: • https://mypowerly.com • https://1099automation.com Why data is sent: • To connect your WordPress site to your MyPowerly account and perform user-initiated sync and widget features. Consent rules: • Explicit user action required (administrator clicks Connect/Sync/Generate Widget Code) • No pre-checked boxes: consent checkboxes not pre-selected • No auto-sync: plugin does not automatically sync data in background • No silent tracking: no third-party analytics/tracking scripts for visitor behavior No sensitive tax data stored in WordPress • Plugin not intended to store completed W-9 form values, signatures, or completed W-9 PDFs in WordPress database. • W-9 form data processed in browaser to generate PDF. Data discarded when page closed/refreshed if flow not completed. • Plugin may cache blank W-9 PDF template (file bytes only) in WordPress transient. Cached template does not include user-entered form values. Data transmission • Data transmitted to external MyPowerly service(s) only after explicit user action (Connect, Sync, Generate Widget Code). External Services This plugin connects to the following external services to provide specific features. 1) MyPowerly Service What it is used for: API integration for payees / affiliates / vendors / independent contractors data syncing, plugin management features, and support-related functionality in the WordPress admin. What data is sent: depending on the feature you use, the plugin may send connection / credential data during setup, payees / affiliates / vendors / independent contractors data, plugin and site information, and W-9 form data entered in the WordPress admin. When data is sent: during connection setup and only when an administrator performs an explicit action such as connecting the site, running synchronization processes, or using admin features that communicate with MyPowerly. Terms of Service: https://1099automation.com/w9-1099-chaser/terms/ Privacy Policy: https://1099automation.com/w9-1099-chaser/privacy-policy/ Third-Party Services This plugin makes external requests to the following services: MyPowerly (required for connection and sync): https://mypowerly.com Widget embeds (optional): depends on the widget embed code you choose to generate and embed. Data Handling Transparency No ads. No hidden data collection. Connect/sync actions are initiated by an administrator. Widget Disclosure The plugin includes a widget feature that can output embed code (for example, iframe/script code) obtained from the connected external service. The widget is optional and must be enabled/configured by an administrator. The widget may display on the front-end depending on your settings (auto display, selected pages, or …