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。
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工作流信息
难度等级
中级
节点数量12
分类2
节点类型7
作者
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.
外部链接
在 n8n.io 查看 →
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