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交易阶段到 ClickUp 自动化

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, Slack, ClickUp, HighLevel, ManualTrigger 等节点。 交易阶段追踪自动化：HighLevel CRM、ClickUp 和 Slack

前置要求
  • •Slack Bot Token 或 Webhook URL

使用的节点 (12)

If
Slack
ClickUp
HighLevel
StickyNote
ManualTrigger

分类

内容创作
多模态 AI
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
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": "dcvRJhH1gqWvdOil",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
  },
  "name": "交易阶段到 ClickUp 自动化",
  "tags": [],
  "nodes": [
    {
      "id": "fc8d283a-0c59-4315-a875-fe190e729057",
      "name": "当点击“执行工作流”时",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -1088,
        2128
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "15f21c70-c466-4a88-99ac-4c3571e3bd4e",
      "name": "便签 - 工作流开始",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1328,
        1824
      ],
      "parameters": {
        "color": 4,
        "width": 343.1718789342567,
        "height": 267.8540989603057,
        "content": "## 🚀 工作流开始"
      },
      "typeVersion": 1
    },
    {
      "id": "b410d7c1-f064-4a2b-bfad-067bd7158ef4",
      "name": "便签 - 获取交易",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1008,
        2272
      ],
      "parameters": {
        "color": 5,
        "width": 343.1718789342567,
        "height": 307.8540989603057,
        "content": "## 📋 获取所有交易"
      },
      "typeVersion": 1
    },
    {
      "id": "539ebacc-e034-4029-9031-44763a38adef",
      "name": "便签 - 日期过滤器",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -864,
        1760
      ],
      "parameters": {
        "color": 6,
        "width": 343.1718789342567,
        "height": 347.8540989603057,
        "content": "## ⏱️ 日期过滤器"
      },
      "typeVersion": 1
    },
    {
      "id": "79e5b4ef-9304-4b9c-9302-1fa67e5b34b2",
      "name": "便签 - 获取联系人",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -432,
        1696
      ],
      "parameters": {
        "color": 7,
        "width": 343.1718789342567,
        "height": 307.8540989603057,
        "content": "## 👤 获取联系人信息"
      },
      "typeVersion": 1
    },
    {
      "id": "531e093f-0e5c-483e-a0c7-dedd661f5c65",
      "name": "便签 - 创建任务",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        16,
        1936
      ],
      "parameters": {
        "color": 2,
        "width": 343.1718789342567,
        "height": 327.8540989603057,
        "content": "## ✅ 创建 ClickUp 任务"
      },
      "typeVersion": 1
    },
    {
      "id": "601e856c-446b-4682-8679-72d1ed1e78f1",
      "name": "便签 - Slack 提醒",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -496,
        2384
      ],
      "parameters": {
        "width": 343.1718789342567,
        "height": 347.8540989603057,
        "content": "## 💬 SLACK 提醒（旧交易）"
      },
      "typeVersion": 1
    },
    {
      "id": "67e4e0fa-53a8-416e-9f06-d5f43f50d515",
      "name": "从 CRM 获取所有交易1",
      "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": "过滤最近交易更新1",
      "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": "获取联系人详情1",
      "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": "创建ClickUp任务1",
      "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": "通知旧交易更新1",
      "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": {
    "Get Contact Details1": {
      "main": [
        [
          {
            "node": "Create ClickUp Task1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch All Deals from CRM1": {
      "main": [
        [
          {
            "node": "Filter Recent Deal Updates1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter Recent Deal Updates1": {
      "main": [
        [
          {
            "node": "Get Contact Details1",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Notify Old Deal Update1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking ‘Execute workflow’": {
      "main": [
        [
          {
            "node": "Fetch All Deals from CRM1",
            "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6
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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