Deal stage tracking automation with HighLevel CRM, ClickUp, and Slack
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 6 nodes and runs manually, when you click “Execute workflow”. Along the way it connects HighLevel, ClickUp and Slack.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Fetch All Deals from CRM (HighLevel): get many (opportunity)
- Filter Recent Deal Updates (If): checks a condition and branches into true / false
- Get Contact Details (HighLevel): get
- Notify Old Deal Update (Slack): uses Slack
- Create ClickUp Task (ClickUp): uses ClickUp
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (5)
- Manual Trigger
n8n-nodes-base.manualTrigger - HighLevel
n8n-nodes-base.highLevel - If
n8n-nodes-base.if - ClickUp
n8n-nodes-base.clickUp - Slack
n8n-nodes-base.slack
From the author
Description This workflow automates the tracking of deal stage updates in HighLevel CRM and syncs them with ClickUp for task management. It filters opportunities based on the most recent update date, creates actionable tasks in ClickUp for recent deals, and…