Automatización de pagos pendientes - Integración con ClickUp

Intermedio

Este es unContent Creation, Multimodal AIflujo de automatización del dominio deautomatización que contiene 12 nodos.Utiliza principalmente nodos como If, Gmail, Slack, ClickUp, GoogleSheets. Automatizar el seguimiento de pagos con Google Sheets, ClickUp, Gmail y Slack

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Bot Token de Slack o URL de Webhook
  • Credenciales de API de Google Sheets
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "AjxolVhM49WYCeRP",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
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  "name": "Payment Pending Automation - ClickUp Integration",
  "tags": [],
  "nodes": [
    {
      "id": "236c90c5-3595-47b5-9bf2-7e7766676448",
      "name": "Al hacer clic en 'Ejecutar flujo de trabajo'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -1456,
        176
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "8e57d952-3ec9-4057-8483-a428df6598d2",
      "name": "Obtener datos del lead desde Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -1232,
        176
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1810805257,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Uq4JB_oKG1s-0S6kKNwJtGWBRXVtpwo9DDCM0Hlg5I/edit#gid=1810805257",
          "cachedResultName": "Sheet2"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "19Uq4JB_oKG1s-0S6kKNwJtGWBRXVtpwo9DDCM0Hlg5I",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Uq4JB_oKG1s-0S6kKNwJtGWBRXVtpwo9DDCM0Hlg5I/edit?usp=drivesdk",
          "cachedResultName": "GHL form submission (Responses)"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "s4dP1fNuVZ2gWvs3",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "0f136a95-2d90-403b-bd4a-841ba94e1428",
      "name": "Verificar si el Estado es Abierto",
      "type": "n8n-nodes-base.if",
      "position": [
        -1008,
        176
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "5e5dda7c-e7e5-45bd-8ef9-cb5715ba23f2",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json[\"Status \"] }}",
              "rightValue": "Open"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "d99cde05-65db-4582-a8ea-f5aa83843c2d",
      "name": "Enviar notificación Slack (Estado No Abierto)",
      "type": "n8n-nodes-base.slack",
      "position": [
        -784,
        272
      ],
      "webhookId": "4683a528-3acf-4b59-a19f-f800931080a9",
      "parameters": {
        "text": "=Lead: {{ $json[\"Lead Name\"] }}'s Payment Verfication is :{{ $json[\"Payement verification\"] }}",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U09E375JZPA",
          "cachedResultName": "n8n_workspace"
        },
        "select": "user",
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "rNqvWj9TfChPVRYY",
          "name": "Slack account vivek"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "8cc8639f-3d31-4694-be81-b8ddc2812304",
      "name": "Crear tarea en ClickUp para verificación de pago",
      "type": "n8n-nodes-base.clickUp",
      "position": [
        -784,
        80
      ],
      "parameters": {
        "list": "901611225386",
        "name": "={{ $json[\"Lead Name\"] }} {{ $json[\"Company Name\"] }} Payment verfication is {{ $json[\"Payement verification\"] }}",
        "team": "90161261705",
        "space": "90165174252",
        "folderless": true,
        "additionalFields": {}
      },
      "credentials": {
        "clickUpApi": {
          "id": "mcOAWijv7qCSnkNx",
          "name": "ClickUp account-test anuj"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0f880546-766b-4e42-9e50-dba597a6196b",
      "name": "Enviar correo de confirmación al observador de la tarea",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -560,
        80
      ],
      "webhookId": "a0893b15-8f0d-4503-ad96-47112f4ba17b",
      "parameters": {
        "sendTo": "={{ $json.watchers[0].email }}",
        "message": "=Clickup Task is created with id:{{ $json.id }}. Please check",
        "options": {},
        "subject": "={{ $json.name }}",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "RchiXdmY8WaQhOSJ",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "c54a5c22-56a7-4c97-97df-773990617a5d",
      "name": "Nota adhesiva - Inicio del flujo de trabajo",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1648,
        -80
      ],
      "parameters": {
        "color": 4,
        "width": 293.0894308943089,
        "height": 229.73441734417344,
        "content": "## 🚀 Workflow Start\n\nThis workflow is triggered manually by clicking the 'Execute Workflow' button.\n\nUse this when you want to process payment verification data from the Google Sheet."
      },
      "typeVersion": 1
    },
    {
      "id": "ba1c9640-f01f-4536-910b-f96b32369bdf",
      "name": "Nota adhesiva - Google Sheets",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1360,
        336
      ],
      "parameters": {
        "color": 5,
        "width": 322.734375,
        "height": 368.6718750000001,
        "content": "## 📊 Fetch Lead Data\n\n**Purpose:** Retrieves all rows from Google Sheets containing lead information\n\n**Sheet:** GHL form submission (Responses)\n\n**Data Retrieved:**\n- Lead Name\n- Company Name\n- Payment Verification Status\n- Status (Open/Closed)\n\nThis node pulls all pending payment verifications that need to be processed."
      },
      "typeVersion": 1
    },
    {
      "id": "798c619c-b3ef-4567-ac2f-7f81deb6615a",
      "name": "Nota adhesiva - Verificación de condición",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1232,
        -224
      ],
      "parameters": {
        "color": 6,
        "width": 322.734375,
        "height": 380.02343750000006,
        "content": "## ✅ Status Filter\n\n**Condition:** Checks if Status = \"Open\"\n\n**True Path (Status = Open):**\n→ Creates ClickUp task\n→ Sends email confirmation\n\n**False Path (Status ≠ Open):**\n→ Sends Slack notification only\n\nThis ensures we only create tasks for active/open payment verifications."
      },
      "typeVersion": 1
    },
    {
      "id": "38bdcc63-85a3-4e36-a3c3-0cb91b4b6987",
      "name": "Nota adhesiva - Correo electrónico",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -400,
        48
      ],
      "parameters": {
        "color": 5,
        "width": 293.0894308943089,
        "height": 335.00000000000006,
        "content": "## ✉️ Email Notification\n\n**Purpose:** Sends confirmation email after task creation\n\n**Recipient:** First watcher of the ClickUp task\n\n**Content:**\n- Task name\n- Task ID\n- Link to verify the task\n\nThis keeps stakeholders informed about new payment verification tasks."
      },
      "typeVersion": 1
    },
    {
      "id": "8bdefd3a-4a00-4807-8812-18998de3f710",
      "name": "Nota adhesiva - ClickUp",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -816,
        -352
      ],
      "parameters": {
        "color": 7,
        "width": 293.0894308943089,
        "height": 403.75,
        "content": "## 📋 Create ClickUp Task\n\n**Purpose:** Creates a task in ClickUp for payment verification follow-up\n\n**Task Details:**\n- Team: Payment Team\n- Space: Payment Processing\n- List: Payment Verifications\n\n**Task Name Format:**\n[Lead Name] [Company Name] Payment verification is [Status]\n\nThis centralizes all payment verification tasks in one place for the team."
      },
      "typeVersion": 1
    },
    {
      "id": "7963a0c9-b2f0-4364-a7d1-81f0530f4e39",
      "name": "Nota adhesiva - Slack",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -880,
        448
      ],
      "parameters": {
        "color": 3,
        "width": 293.0894308943089,
        "height": 335.00000000000006,
        "content": "## 💬 Slack Alert\n\n**Purpose:** Notifies team via Slack when status is NOT open\n\n**Channel:** n8n_workspace\n\n**Message Format:**\nLead: [Lead Name]'s Payment Verification is: [Status]\n\nThis is a fallback notification for non-open statuses that don't require task creation."
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "0d6c906d-0058-4452-9ce6-1bacd6724f60",
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}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio - Creación de contenido, IA Multimodal

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos12
Categoría2
Tipos de nodos7
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
Rahul Joshi

Rahul Joshi

@rahul08

Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34