Description
Description This workflow automates the tracking and follow-up process for pending payments. It pulls lead payment data from Google Sheets, checks whether the status is “Open,” and then routes actions accordingly. For open payment cases, it creates a dedicated ClickUp task and sends an email confirmation to stakeholders. For non-open cases, it notifies the team via Slack. This ensures payment verifications are never missed, while keeping all updates transparent and centralized. What This Template Does (Step-by-Step) 📊 Fetch Lead Data from Google Sheets Retrieves lead records including: Lead Name Company Name Payment Verification Status Status (Open/Closed) ⚖️ Check if Status = Open ✅ TRUE (Open): Creates a ClickUp task and sends an email confirmation. ❌ FALSE (Not Open): Sends a Slack notification only. 🗂 Create ClickUp Task for Payment Verification: Adds a task with lead and company details for pending payment follow-up in the specified list. ✉️ Send Email Confirmation: Notifies the assigned watcher (via Gmail) with task details (name, ID, and link). 💬 Send Slack Notification: Alerts the Slack workspace if a lead’s status is not “Open,” providing visibility on non-actionable cases. Prerequisites Google Sheet with lead/payment data ClickUp account & API credentials Gmail API credentials Slack API credentials n8n instance (cloud or self-hosted) Step-by-Step Setup Connect Google Sheets → Fetch payment verification data. Apply Status Filter (If Node) → Route based on “Open” status. Open Status → Create ClickUp Task → Send Email confirmation. Not Open Status → Send Slack notification. Customization Ideas 🎯 Add additional filtering (e.g., only create tasks if payment verification = “Pending”). 📢 Send Slack alerts for all new leads, not just closed ones. 📚 Log completed payment verifications into Airtable or Notion for reporting. 💡 Include payment due dates or invoice numbers in ClickUp task details. Key Benefits ✅ Automates payment follow-up process ✅ Keeps stakeholders informed via email ✅ Provides real-time Slack alerts for non-actionable cases ✅ Centralizes pending payment tasks in ClickUp ✅ Reduces manual monitoring and ensures no pending case is missed Perfect For 👥 Finance teams handling multiple payment verifications 🏢 Companies wanting a transparent and automated payment tracking process 🎯 Teams already using ClickUp for task management 📊 Managers who need visibility into pending vs. closed payment statuses. An n8n automation workflow template by Rahul Joshi.
Rahul Joshi
web
free
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