Connect a marketplace integration

Marketplace integrations are pre-built tool docks for popular tools. They come with the UI, OAuth flow, and conversation-context wiring already done — you just authorize and you’re live.

Before you start

• A user role that can edit Tool Docks settings (typically Admin)
• An admin login for the tool you’re connecting (you’ll need to authorize Atender to access it)

Steps

1. Open Settings → Tool docks.
2. Click Add dock to browse available integrations under Built in.
3. Find the integration you want under Built in and click it.
4. Fill in the dock’s settings: a Name, a Letter for the X shortcut, and optionally a Starting width for this dock. Then complete the integration’s own fields:
   ClickUp: under Your ClickUp app, open ClickUp Apps, create an app, paste the Redirect address, for ClickUp into it, and copy its Client ID and Client Secret back into the form.
   HubSpot, Shopify, Stripe, or Jira: the dock reads the system you connected in Settings → Capabilities. If it isn’t connected yet, the form shows a Connect HubSpot (or Shopify, Stripe, Jira) button that takes you to Capabilities; connect there, then add the dock. Choose what agents see under What the dock shows.
5. Click Add the dock.
6. For ClickUp, authorize the connection: open any conversation, press X then your letter, and click Connect ClickUp to sign in through ClickUp’s OAuth page. One ClickUp connection serves the whole workspace, so an admin does this once for every agent.

Verify it worked

• The integration appears in the Docks list under Settings → Tool docks.
• Pressing X + <your letter> opens the dock.
• For ClickUp, the dock lets you browse the workspaces of the connected ClickUp account and shows the tasks Linked to this conversation.
• HubSpot, Shopify, and Stripe docks find the conversation’s customer by email address; the Jira dock shows the issues linked to the conversation.

Troubleshooting

• Symptom: The OAuth page returns “redirect_uri mismatch.” Fix: Your tenant’s redirect URI may not be registered with the third-party tool’s app. Copy the Redirect address, for ClickUp from the dock’s settings and paste it into your ClickUp app.

• Symptom: The dock loads but is empty or shows “no data.” Fix: For ClickUp, confirm the dock is connected (it shows Connect ClickUp if not) and that the ClickUp account that connected it can see the workspace and lists you expect. That one connection serves every agent, so agents don’t need their own ClickUp user. For HubSpot, Shopify, or Stripe, confirm the customer’s email address matches a customer in that system.

• Symptom: Built in doesn’t list the tool I want. Fix: New built-in docks are added over time. In the meantime, if the tool is connected in Settings → Capabilities, add a Data card dock that reads from it. A web page dock (iFrame integration) is offered under Add dock only when it is switched on for your workspace.

See also

• What are Tool Docks?
• Add an iFrame integration
• Tool dock actions reference