Automatisierung von Transaktionsstufen zu ClickUp
Dies ist ein Content Creation, Multimodal AI-Bereich Automatisierungsworkflow mit 12 Nodes. Hauptsächlich werden If, Slack, ClickUp, HighLevel, ManualTrigger und andere Nodes verwendet. Automatisierung der Verfolgung der Transaktionsphase: HighLevel CRM, ClickUp und Slack
- •Slack Bot Token oder Webhook URL
Verwendete Nodes (12)
Kategorie
{
"id": "dcvRJhH1gqWvdOil",
"meta": {
"instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
"templateCredsSetupCompleted": true
},
"name": "Deal Stage to ClickUp Automation",
"tags": [],
"nodes": [
{
"id": "fc8d283a-0c59-4315-a875-fe190e729057",
"name": "Bei Klick auf 'Workflow ausführen'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
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],
"parameters": {},
"typeVersion": 1
},
{
"id": "15f21c70-c466-4a88-99ac-4c3571e3bd4e",
"name": "Notiz - Workflow-Start",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"color": 4,
"width": 343.1718789342567,
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"content": "## 🚀 WORKFLOW START\n\n**Manual trigger workflow**\n\nClick \"Execute Workflow\" button to run this automation on-demand.\n\nUseful for:\n- Testing the workflow\n- One-time bulk processing\n- Manual syncing deals to ClickUp"
},
"typeVersion": 1
},
{
"id": "b410d7c1-f064-4a2b-bfad-067bd7158ef4",
"name": "Notiz - Deals abrufen",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"color": 5,
"width": 343.1718789342567,
"height": 307.8540989603057,
"content": "## 📋 FETCH ALL DEALS\n\n**API Endpoint:** GET /opportunities\n**HighLevel API:** opportunities.getAll\n\n**Retrieves all opportunities from HighLevel CRM:**\n- Gets complete deal list\n- Includes all deal stages\n- Fetches contact information\n- Returns full deal details\n\nThis pulls every opportunity to check for recent updates."
},
"typeVersion": 1
},
{
"id": "539ebacc-e034-4029-9031-44763a38adef",
"name": "Notiz - Datumsfilter",
"type": "n8n-nodes-base.stickyNote",
"position": [
-864,
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],
"parameters": {
"color": 6,
"width": 343.1718789342567,
"height": 347.8540989603057,
"content": "## ⏱️ DATE FILTER\n\n**Checks if deal was updated recently:**\n\n✅ **TRUE Branch** (Recent updates)\n- Deal changed on/after Sept 30, 2025\n- Proceeds to get contact & create task\n\n❌ **FALSE Branch** (Old updates)\n- Deal changed before Sept 30, 2025\n- Sends Slack notification about old update\n\nSplits workflow based on update date."
},
"typeVersion": 1
},
{
"id": "79e5b4ef-9304-4b9c-9302-1fa67e5b34b2",
"name": "Notiz - Kontakt holen",
"type": "n8n-nodes-base.stickyNote",
"position": [
-432,
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],
"parameters": {
"color": 7,
"width": 343.1718789342567,
"height": 307.8540989603057,
"content": "## 👤 GET CONTACT INFO\n\n**API Endpoint:** GET /contacts/{contactId}\n**HighLevel API:** contacts.get\n\n**Fetches full contact details:**\n- Uses contactId from deal\n- Retrieves contact name\n- Gets location information\n- Pulls all contact fields\n\nNeeded to create detailed ClickUp tasks with contact context."
},
"typeVersion": 1
},
{
"id": "531e093f-0e5c-483e-a0c7-dedd661f5c65",
"name": "Notiz - Aufgabe erstellen",
"type": "n8n-nodes-base.stickyNote",
"position": [
16,
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],
"parameters": {
"color": 2,
"width": 343.1718789342567,
"height": 327.8540989603057,
"content": "## ✅ CREATE CLICKUP TASK\n\n**API:** ClickUp Tasks API\n\n**Generates task in ClickUp:**\n- Task name includes contact name\n- Shows location ID\n- Notes \"Changed Status recently\"\n- Added to specified list\n\n**This is the main output** - creates actionable task for team to follow up.\n\n**WORKFLOW END** ✅"
},
"typeVersion": 1
},
{
"id": "601e856c-446b-4682-8679-72d1ed1e78f1",
"name": "Notiz - Slack-Benachrichtigung",
"type": "n8n-nodes-base.stickyNote",
"position": [
-496,
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],
"parameters": {
"width": 343.1718789342567,
"height": 347.8540989603057,
"content": "## 💬 SLACK ALERT (OLD DEALS)\n\n**Sends notification for outdated deals:**\n- Triggered when deal update is before Sept 30\n- Messages the n8n_workspace user\n- Includes lead ID\n- Alerts: \"lead updated earlier\"\n\nHelps identify deals that need attention but aren't recent.\n\n**ALTERNATIVE WORKFLOW END** ⚠️"
},
"typeVersion": 1
},
{
"id": "67e4e0fa-53a8-416e-9f06-d5f43f50d515",
"name": "Alle Deals von CRM1 abrufen",
"type": "n8n-nodes-base.highLevel",
"position": [
-864,
2128
],
"parameters": {
"filters": {},
"resource": "opportunity",
"operation": "getAll",
"returnAll": true,
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"id": "5QWHSi134dLIBEsC",
"name": "HighLevel account"
}
},
"typeVersion": 2
},
{
"id": "d21611b1-e30b-4b68-818d-9449ded35c0d",
"name": "Aktuelle Deal-Updates filtern1",
"type": "n8n-nodes-base.if",
"position": [
-640,
2128
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "1123ce6f-91c6-487b-adbe-578f0004a1c2",
"operator": {
"type": "dateTime",
"operation": "afterOrEquals"
},
"leftValue": "={{ $json.lastStatusChangeAt }}",
"rightValue": "2025-09-30T00:00:00"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "dd1d9f33-50f4-46a6-959f-469ff7a58ef9",
"name": "Kontaktdetails abrufen1",
"type": "n8n-nodes-base.highLevel",
"position": [
-416,
2032
],
"parameters": {
"contactId": "={{ $json.contactId }}",
"operation": "get",
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"id": "5QWHSi134dLIBEsC",
"name": "HighLevel account"
}
},
"typeVersion": 2
},
{
"id": "3cd0ef65-2d04-456b-ac9f-8ad715ca5804",
"name": "ClickUp-Aufgabe erstellen1",
"type": "n8n-nodes-base.clickUp",
"position": [
-192,
2032
],
"parameters": {
"list": "901611225384",
"name": "=Contact: {{ $json.fullNameLowerCase }} \nLocation id:{{ $json.locationId }}\nChanged Status recently",
"team": "90161261705",
"space": "90165174252",
"folderless": true,
"additionalFields": {}
},
"credentials": {
"clickUpApi": {
"id": "mcOAWijv7qCSnkNx",
"name": "ClickUp account-test anuj"
}
},
"typeVersion": 1
},
{
"id": "2193d512-4f3d-4fd1-a589-991a54c6a569",
"name": "Altes Deal-Update benachrichtigen1",
"type": "n8n-nodes-base.slack",
"position": [
-416,
2224
],
"webhookId": "b33b8edb-2cf8-4b09-b5f1-bde8fbca8213",
"parameters": {
"text": "=Hi, your lead ID: {{ $json.id }} was updated before the cutoff date",
"user": {
"__rl": true,
"mode": "list",
"value": "U09E375JZPA",
"cachedResultName": "n8n_workspace"
},
"select": "user",
"otherOptions": {}
},
"credentials": {
"slackApi": {
"id": "rNqvWj9TfChPVRYY",
"name": "Slack account vivek"
}
},
"typeVersion": 2.3
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "71824ca2-c846-4794-be61-8dbc0991c6b7",
"connections": {
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}
}
}Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Fortgeschritten - Content-Erstellung, Multimodales KI
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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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.
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