Automatización de etapa de tránsito a ClickUp

Intermedio

Este es unContent Creation, Multimodal AIflujo de automatización del dominio deautomatización que contiene 12 nodos.Utiliza principalmente nodos como If, Slack, ClickUp, HighLevel, ManualTrigger. Seguimiento automatizado de las fases del negocio: HighLevel CRM, ClickUp y Slack

Requisitos previos
  • Bot Token de Slack o URL de Webhook
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "dcvRJhH1gqWvdOil",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
  },
  "name": "Deal Stage to ClickUp Automation",
  "tags": [],
  "nodes": [
    {
      "id": "fc8d283a-0c59-4315-a875-fe190e729057",
      "name": "Al hacer clic en 'Ejecutar flujo de trabajo'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -1088,
        2128
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "15f21c70-c466-4a88-99ac-4c3571e3bd4e",
      "name": "Nota adhesiva - Inicio del flujo",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1328,
        1824
      ],
      "parameters": {
        "color": 4,
        "width": 343.1718789342567,
        "height": 267.8540989603057,
        "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": "Nota adhesiva - Obtener transacciones",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1008,
        2272
      ],
      "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": "Nota adhesiva - Filtro de fecha",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -864,
        1760
      ],
      "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": "Nota adhesiva - Obtener contacto",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -432,
        1696
      ],
      "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": "Nota adhesiva - Crear tarea",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        16,
        1936
      ],
      "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": "Nota adhesiva - Alerta Slack",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -496,
        2384
      ],
      "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": "Obtener todas las transacciones de CRM1",
      "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": "Filtrar actualizaciones recientes de transacción1",
      "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": "Obtener detalles de contacto1",
      "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": "Crear tarea en ClickUp1",
      "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": "Notificar actualización antigua de transacción1",
      "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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  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio - Creación de contenido, IA Multimodal

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos12
Categoría2
Tipos de nodos6
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
Rahul Joshi

Rahul Joshi

@rahul08

Rahul 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.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34