Event settings: what each order event does in ClickUp
Tutorial 2 of 38 min read
Every event at a glance
Each toggle in OrderTask → Event settings reacts to one thing happening to an order, and produces exactly one kind of result in ClickUp: a new task, a status change, or a comment on the order's task. This table is the whole feature:
| When this happens in Shopify | What appears in ClickUp |
|---|---|
| New order | Creates the task — fields, description, due date, priority, tags |
| Order paid | Comment “Order paid ✅” (+ an optional status change) |
| Order partially fulfilled | Comment “Order partially fulfilled 📦” — once per shipment (+ optional status change) |
| Order fulfilled | Status moves to “complete” by default (customizable); leaves a comment instead if that status doesn't exist |
| Order cancelled | Comment “Order cancelled ❌” (+ optional status change) |
| Refund created | Comment on the order's existing task — “Order refunded 💸” with the amount and your refund note. Optionally also a new task in a refunds List — see below |
Screenshot coming soon
The two golden rules
Almost every “I enabled it and nothing showed up” moment traces back to one of these two rules.
Rule 1 — “New order” is the master switch
Only the “New order” event creates tasks. Every other event acts on the task that already exists for that order. If “New order” is off, no tasks are ever created — so payments, fulfillments, and refunds have nothing to comment on, and nothing happens at all.
Rule 2 — settings changes are not retroactive
Each order event syncs exactly once, at the moment it happens. Changing a setting affects the next event, never one that already synced. Picked a refunds List after testing a refund? That refund stays as a comment — only the next refund creates a task.
Status changes
Paid, partially fulfilled, fulfilled, and cancelled can each also move the task to a status you choose. The status options come from the List your order tasks live in — the same statuses you see on that board in ClickUp.
If a status you picked is later deleted in ClickUp, the sync doesn't fail: “fulfilled” falls back to leaving a comment that asks you to re-pick a status in Event settings.
Where tasks get created
All order tasks live in one List — the one you picked during setup, or the routing override on the “New order” event. Changing it re-matches your custom fields on the new List automatically (how field mapping works).
The only other place OrderTask ever creates a task is the optional refunds List, covered next.
Refunds, explained properly
Refunds are the most misread event, so here is exactly what happens. By default, a refund does not create anything new on your board. It adds a comment inside the existing order task: “Order refunded 💸” with the amount, plus the note you typed when issuing the refund.
Short clip coming soon
Prefer refunds as their own tasks — say, a “Refunds to process” List for your support team? Pick a refunds List in Event settings. From then on, every refund gets its own task there in addition to the comment on the order task. Remember rule 2: this applies to refunds issued after you save, not before.
Screenshot coming soon
One requirement: the order itself must have a task. An order placed before you installed OrderTask, or one your filters excluded, has no task — refunding it does nothing in ClickUp.
Order filters
Filters let you sync only the orders you care about: a minimum order total, a tag list, a product list, and an option to skip Shopify test orders. An order must pass all the filters you've set to get a task.
Screenshot coming soon
Task defaults
Three settings shape every task the “New order” event creates:
- Copy Shopify tags — the order's tags become tags on the ClickUp task.
- Due date — set to the order date plus however many days you choose.
- Default priority — applied to every new order task.
Short clip coming soon