Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack

by Rahul Joshi ✓ · 233 views · created 2025-10-03 · CRM

What this workflow does

This workflow has 6 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Sheets, Slack, ClickUp and Gmail.

How it runs

Trigger: Manually, when you click “Execute workflow”.

1. Fetch Lead Data from Google Sheets (Google Sheets): uses Google Sheets
2. Check if Status is Open (If): checks a condition and branches into true / false
3. Create ClickUp Task for Payment Verification (ClickUp): uses ClickUp
4. Send Slack Notification (Status Not Open) (Slack): uses Slack
5. Send Email Confirmation to Task Watcher (Gmail): uses Gmail

Services it uses

Google SheetsSlackClickUpGmail

Before you upgrade to n8n 3.0

Nodes used (6)

• Manual Triggern8n-nodes-base.manualTrigger
• Google Sheetsn8n-nodes-base.googleSheets
• Ifn8n-nodes-base.if
• Slackn8n-nodes-base.slack
• ClickUpn8n-nodes-base.clickUp
• Gmailn8n-nodes-base.gmail

From the author

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…

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