保留中の支払い自動化 - ClickUp統合
中級
これはContent Creation, Multimodal AI分野の自動化ワークフローで、12個のノードを含みます。主にIf, Gmail, Slack, ClickUp, GoogleSheetsなどのノードを使用。 Google Sheets、ClickUp、Gmail、Slackを使用した支払い追跡の自動化
前提条件
- •Googleアカウント + Gmail API認証情報
- •Slack Bot Token または Webhook URL
- •Google Sheets API認証情報
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "AjxolVhM49WYCeRP",
"meta": {
"instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
"templateCredsSetupCompleted": true
},
"name": "Payment Pending Automation - ClickUp Integration",
"tags": [],
"nodes": [
{
"id": "236c90c5-3595-47b5-9bf2-7e7766676448",
"name": "ワークフロー開始時にクリック",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-1456,
176
],
"parameters": {},
"typeVersion": 1
},
{
"id": "8e57d952-3ec9-4057-8483-a428df6598d2",
"name": "Google Sheetsからリードデータを取得",
"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": "ステータスが「Open」か確認",
"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": "Slack通知を送信（ステータスがOpenでない場合）",
"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": "ClickUpタスクを作成（支払い確認用）",
"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": "タスク監視者にメール確認を送信",
"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": "付箋 - ワークフロー開始",
"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": "付箋 - 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": "付箋 - 条件チェック",
"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": "付箋 - メール",
"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": "付箋 - 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": "付箋 - 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",
"connections": {
"0f136a95-2d90-403b-bd4a-841ba94e1428": {
"main": [
[
{
"node": "8cc8639f-3d31-4694-be81-b8ddc2812304",
"type": "main",
"index": 0
}
],
[
{
"node": "d99cde05-65db-4582-a8ea-f5aa83843c2d",
"type": "main",
"index": 0
}
]
]
},
"8e57d952-3ec9-4057-8483-a428df6598d2": {
"main": [
[
{
"node": "0f136a95-2d90-403b-bd4a-841ba94e1428",
"type": "main",
"index": 0
}
]
]
},
"236c90c5-3595-47b5-9bf2-7e7766676448": {
"main": [
[
{
"node": "8e57d952-3ec9-4057-8483-a428df6598d2",
"type": "main",
"index": 0
}
]
]
},
"8cc8639f-3d31-4694-be81-b8ddc2812304": {
"main": [
[
{
"node": "0f880546-766b-4e42-9e50-dba597a6196b",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
中級 - コンテンツ作成, マルチモーダルAI
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
中級
ノード数12
カテゴリー2
ノードタイプ7
作成者
Rahul Joshi
@rahul08Rahul 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.
外部リンク
n8n.ioで表示 →
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