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待处理付款自动化 - ClickUp集成

中级

这是一个Content Creation, Multimodal AI领域的自动化工作流,包含 12 个节点。主要使用 If, Gmail, Slack, ClickUp, GoogleSheets 等节点。 使用Google Sheets、ClickUp、Gmail和Slack自动化付款跟踪

前置要求
  • Google 账号和 Gmail API 凭证
  • Slack Bot Token 或 Webhook URL
  • Google Sheets API 凭证
工作流预览
可视化展示节点连接关系,支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
  "id": "AjxolVhM49WYCeRP",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
  },
  "name": "待处理付款自动化 - ClickUp 集成",
  "tags": [],
  "nodes": [
    {
      "id": "236c90c5-3595-47b5-9bf2-7e7766676448",
      "name": "当点击\"执行工作流\"时",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -1456,
        176
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "8e57d952-3ec9-4057-8483-a428df6598d2",
      "name": "从 Google Sheets 获取潜在客户数据",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -1232,
        176
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1810805257,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Uq4JB_oKG1s-0S6kKNwJtGWBRXVtpwo9DDCM0Hlg5I/edit#gid=1810805257",
          "cachedResultName": "Sheet2"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "19Uq4JB_oKG1s-0S6kKNwJtGWBRXVtpwo9DDCM0Hlg5I",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Uq4JB_oKG1s-0S6kKNwJtGWBRXVtpwo9DDCM0Hlg5I/edit?usp=drivesdk",
          "cachedResultName": "GHL form submission (Responses)"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "s4dP1fNuVZ2gWvs3",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "0f136a95-2d90-403b-bd4a-841ba94e1428",
      "name": "检查状态是否为开放",
      "type": "n8n-nodes-base.if",
      "position": [
        -1008,
        176
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "5e5dda7c-e7e5-45bd-8ef9-cb5715ba23f2",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json[\"Status \"] }}",
              "rightValue": "Open"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "d99cde05-65db-4582-a8ea-f5aa83843c2d",
      "name": "发送 Slack 通知(状态非开放)",
      "type": "n8n-nodes-base.slack",
      "position": [
        -784,
        272
      ],
      "webhookId": "4683a528-3acf-4b59-a19f-f800931080a9",
      "parameters": {
        "text": "=Lead: {{ $json[\"Lead Name\"] }}'s Payment Verfication is :{{ $json[\"Payement verification\"] }}",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U09E375JZPA",
          "cachedResultName": "n8n_workspace"
        },
        "select": "user",
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "rNqvWj9TfChPVRYY",
          "name": "Slack account vivek"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "8cc8639f-3d31-4694-be81-b8ddc2812304",
      "name": "创建 ClickUp 任务进行付款验证",
      "type": "n8n-nodes-base.clickUp",
      "position": [
        -784,
        80
      ],
      "parameters": {
        "list": "901611225386",
        "name": "={{ $json[\"Lead Name\"] }} {{ $json[\"Company Name\"] }} Payment verfication is {{ $json[\"Payement verification\"] }}",
        "team": "90161261705",
        "space": "90165174252",
        "folderless": true,
        "additionalFields": {}
      },
      "credentials": {
        "clickUpApi": {
          "id": "mcOAWijv7qCSnkNx",
          "name": "ClickUp account-test anuj"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0f880546-766b-4e42-9e50-dba597a6196b",
      "name": "向任务观察者发送电子邮件确认",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -560,
        80
      ],
      "webhookId": "a0893b15-8f0d-4503-ad96-47112f4ba17b",
      "parameters": {
        "sendTo": "={{ $json.watchers[0].email }}",
        "message": "=Clickup Task is created with id:{{ $json.id }}. Please check",
        "options": {},
        "subject": "={{ $json.name }}",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "RchiXdmY8WaQhOSJ",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "c54a5c22-56a7-4c97-97df-773990617a5d",
      "name": "便签 - 工作流开始",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1648,
        -80
      ],
      "parameters": {
        "color": 4,
        "width": 293.0894308943089,
        "height": 229.73441734417344,
        "content": "## 🚀 工作流开始"
      },
      "typeVersion": 1
    },
    {
      "id": "ba1c9640-f01f-4536-910b-f96b32369bdf",
      "name": "便签 - Google Sheets",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1360,
        336
      ],
      "parameters": {
        "color": 5,
        "width": 322.734375,
        "height": 368.6718750000001,
        "content": "## 📊 获取潜在客户数据"
      },
      "typeVersion": 1
    },
    {
      "id": "798c619c-b3ef-4567-ac2f-7f81deb6615a",
      "name": "便签 - 条件检查",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1232,
        -224
      ],
      "parameters": {
        "color": 6,
        "width": 322.734375,
        "height": 380.02343750000006,
        "content": "## ✅ 状态筛选器"
      },
      "typeVersion": 1
    },
    {
      "id": "38bdcc63-85a3-4e36-a3c3-0cb91b4b6987",
      "name": "便签 - 电子邮件",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -400,
        48
      ],
      "parameters": {
        "color": 5,
        "width": 293.0894308943089,
        "height": 335.00000000000006,
        "content": "## ✉️ 电子邮件通知"
      },
      "typeVersion": 1
    },
    {
      "id": "8bdefd3a-4a00-4807-8812-18998de3f710",
      "name": "便签 - ClickUp",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -816,
        -352
      ],
      "parameters": {
        "color": 7,
        "width": 293.0894308943089,
        "height": 403.75,
        "content": "## 📋 创建 ClickUp 任务"
      },
      "typeVersion": 1
    },
    {
      "id": "7963a0c9-b2f0-4364-a7d1-81f0530f4e39",
      "name": "便签 - Slack",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -880,
        448
      ],
      "parameters": {
        "color": 3,
        "width": 293.0894308943089,
        "height": 335.00000000000006,
        "content": "## 💬 Slack 提醒"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "0d6c906d-0058-4452-9ce6-1bacd6724f60",
  "connections": {
    "Check if Status is Open": {
      "main": [
        [
          {
            "node": "Create ClickUp Task for Payment Verification",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Send Slack Notification (Status Not Open)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch Lead Data from Google Sheets": {
      "main": [
        [
          {
            "node": "Check if Status is Open",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking ‘Execute workflow’": {
      "main": [
        [
          {
            "node": "Fetch Lead Data from Google Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create ClickUp Task for Payment Verification": {
      "main": [
        [
          {
            "node": "Send Email Confirmation to Task Watcher",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流?

复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景?

中级 - 内容创作, 多模态 AI

需要付费吗?

本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。

工作流信息
难度等级
中级
节点数量12
分类2
节点类型7
难度说明

适合有一定经验的用户,包含 6-15 个节点的中等复杂度工作流

作者
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.

外部链接
在 n8n.io 查看

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