🤝 Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack
⚡ 194 views · 🤝 CRM & Sales Operations
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
🔗 Nodes Used
Google Sheets, Slack, ClickUp, Gmail
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File