Automatisation des phases de transaction vers ClickUp
Ceci est unContent Creation, Multimodal AIworkflow d'automatisation du domainecontenant 12 nœuds.Utilise principalement des nœuds comme If, Slack, ClickUp, HighLevel, ManualTrigger. Automatisation du suivi des étapes de transaction : HighLevel CRM, ClickUp et Slack
- •Token Bot Slack ou URL Webhook
Nœuds utilisés (12)
Catégorie
{
"id": "dcvRJhH1gqWvdOil",
"meta": {
"instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
"templateCredsSetupCompleted": true
},
"name": "Deal Stage to ClickUp Automation",
"tags": [],
"nodes": [
{
"id": "fc8d283a-0c59-4315-a875-fe190e729057",
"name": "Lors du clic sur 'Exécuter le workflow'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
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],
"parameters": {},
"typeVersion": 1
},
{
"id": "15f21c70-c466-4a88-99ac-4c3571e3bd4e",
"name": "Note adhésive - Début du workflow",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"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": "Note adhésive - Récupérer les transactions",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"color": 5,
"width": 343.1718789342567,
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"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": "Note adhésive - Filtre de date",
"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": "Note adhésive - Obtenir le contact",
"type": "n8n-nodes-base.stickyNote",
"position": [
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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": "Note adhésive - Créer une tâche",
"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": "Note adhésive - Alerte Slack",
"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": "Récupérer toutes les transactions 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": "Filtrer les mises à jour récentes de transaction1",
"type": "n8n-nodes-base.if",
"position": [
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"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": "Obtenir les détails du contact1",
"type": "n8n-nodes-base.highLevel",
"position": [
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],
"parameters": {
"contactId": "={{ $json.contactId }}",
"operation": "get",
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"id": "5QWHSi134dLIBEsC",
"name": "HighLevel account"
}
},
"typeVersion": 2
},
{
"id": "3cd0ef65-2d04-456b-ac9f-8ad715ca5804",
"name": "Créer une tâche ClickUp1",
"type": "n8n-nodes-base.clickUp",
"position": [
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],
"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": "Notifier l'ancienne mise à jour de transaction1",
"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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}
}Comment utiliser ce workflow ?
Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.
Dans quelles scénarios ce workflow est-il adapté ?
Intermédiaire - Création de contenu, IA Multimodale
Est-ce payant ?
Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.
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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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