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 Toolbox 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 → Toolbox.
2. Click Marketplace to browse available integrations.
3. Find the one you want (for example, ClickUp) and click Connect.
4. Atender walks you through the integration’s setup:
   Sign in to the third-party tool through its OAuth page
   Authorize Atender to read (and where applicable, write) on your behalf
   Pick which workspace, project, or scope to expose in the dock
5. After authorization, give the dock a shortcut letter and pick a default size, just like a custom integration.
6. Click Save. The dock is now available — open any conversation and press X then your shortcut letter.

Verify it worked

• The integration appears in the Connected list under Settings → Toolbox.
• Pressing X + <your letter> opens the dock.
• The dock loads with your authorized account’s data, scoped to whatever workspace or project you chose.
• The dock reflects the conversation’s customer context — for ClickUp, you’ll see tasks for the customer if the integration links them.

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. Contact your Atender deployment lead — the deployment registers the redirect URI per environment.

• Symptom: The dock loads but is empty or shows “no data.” Fix: Confirm the workspace / project you authorized actually has data, and that the agent’s email maps to a user in the third-party tool. Marketplace integrations typically respect the third-party’s own permissions.

• Symptom: The marketplace doesn’t list the tool I want. Fix: New marketplace integrations are added over time. In the meantime, embed the tool as an iFrame integration — most third-party tools have an embeddable web view.

See also

• What is the Toolbox?
• Add an iFrame integration
• Tool dock actions reference