Automation library · Money admin

Automate payment tracking with Google Sheets and ClickUp

Started by an event in a connected app, and works across ClickUp, Gmail, Google Sheets and Slack. 6 steps, 1 branch: small enough to read in one sitting and change without fear.

Small

Download free
6 stepsSmall: readable in one sitting
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Logic 1Service 4

The steps in the order they run, from what starts it.

  1. 1When clicking ‘Execute workflow’Manual triggerStarts it
  2. 2Fetch Lead Data from Google SheetsGoogle SheetsService
  3. 3Check if Status is OpenIfLogic
  4. 4Create ClickUp Task for Payment VerificationClick UpService
  5. 5Send Slack Notification (Status Not Open)SlackService
  6. 6Send Email Confirmation to Task WatcherGmailService

How it's built

Starts on
An event in a connected app
Steps
6, with 1 branch
Size
Small: readable in one sitting
Connects to
ClickUp, Gmail, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own ClickUp, Gmail, Google Sheets and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 6 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 6 steps before you point it at anything that matters.