{"workflow":{"id":12567,"name":"Kick off client projects after Stripe payment with Google Drive, ClickUp, Gmail, Sheets, and Slack","views":52,"recentViews":0,"totalViews":52,"createdAt":"2026-01-08T02:46:46.871Z","description":"# Create Job Folders, Tasks, Alerts, and Onboarding Emails After Stripe Payment with Google Drive, ClickUp, and Slack\n\n**Categories:** Payments, Project Operations, Client Onboarding\n\nThis workflow creates a complete **payment → project kickoff system** for service-based businesses. Once a client pays via Stripe, the system automatically provisions project infrastructure, records the order, notifies the team, and sends clear next steps to the client.\n\nBuilt for operational reliability rather than flash, this workflow proves that strong client experiences come from **consistent execution**, not manual coordination.\n\n---\n\n## Benefits\n\n* **Instant Project Kickoff** – Projects are fully set up the moment payment clears\n* **Operational Consistency** – Every client starts with the same clean structure\n* **Fail‑Loud Safeguards** – Critical errors stop execution and alert the team\n* **Reduced Manual Ops** – No copying data across tools after payment\n* **Professional Client Experience** – Immediate confirmation and next steps\n* **Fully Customizable** – Folder structures and tasks are examples, not constraints\n\n---\n\n## How It Works\n\n### Payment & Validation\n\n* Listens for successful Stripe payments\n* Verifies required customer and package data\n* Prevents partial setup if data is missing\n\n### Client & Order Identification\n\n* Locates the client in your CRM using email\n* Creates an internal order record as a source of truth\n\n### Project Infrastructure Provisioning\n\n* Creates a project folder structure in Google Drive (example configuration)\n* Creates a ClickUp project list with default tasks (example configuration)\n\n### Communication & Handoff\n\n* Sends a welcome email with onboarding instructions to the client\n* Notifies the internal team in Slack that work can begin\n\n### Error Handling\n\n* Critical failures stop execution and surface alerts\n* Non‑critical failures alert the team but allow progress\n\nThis staged approach keeps the workflow easy to reason about and safe to operate at scale.\n\n---\n\n## Required Setup Configuration\n\n### Core Configuration\n\nUpdate the **Workflow Configuration** node:\n\n* `intakeFormUrl` – Your onboarding or intake form\n* `parentFolderId` – Google Drive folder where client projects live\n\n### Required Integrations\n\n* Stripe\n* Google Drive\n* Google Sheets (CRM + Orders)\n* ClickUp\n* Gmail\n* Slack\n\nOnce credentials are connected and configuration values are set, the workflow is ready for testing.\n\n---\n\n## Project Structure (Example Configuration)\n\nThe structures below are **examples only**. They demonstrate how the workflow provisions infrastructure automatically. You can freely rename, remove, or replace folders and tasks to match any service or industry.\n\n### Google Drive\n\nExample folder structure:\n\n```\nYYYY-MM — Client Name — Package\n  ├─ 01-Intake\n  ├─ 02-Logo\n  ├─ 03-Brand Kit\n  ├─ 04-Website\n  └─ 05-Final Delivery\n```\n\n### ClickUp\n\nExample default tasks:\n\n* Brand Questionnaire Review\n* Logo Concepts\n* Brand Kit\n* Website Build\n\nAll task names, counts, and priorities are customizable.\n\n---\n\n## Business Use Cases\n\n* Agencies delivering repeatable services\n* Productized service businesses\n* Freelancers managing multiple paid engagements\n* Internal teams onboarding clients or stakeholders\n\nIf work begins **after payment**, this workflow fits.\n\n---\n\n## Business Impact\n\n* Faster project start times\n* Fewer setup errors\n* Clear ownership between sales and delivery\n* Improved client confidence after payment\n* Reduced operational overhead as volume scales\n\nThe payment moment becomes a clean handoff instead of an operational bottleneck.\n\n---\n\n## Difficulty & Cost\n\n* **Difficulty Level:** Intermediate\n* **Estimated Setup Time:** 30–45 minutes\n* **Monthly Operating Cost:** ~$0–$10 (API usage dependent)\n\n---\n\n## Installation Steps\n\n1. Connect all required credentials\n2. Update the Workflow Configuration node\n3. Run a test Stripe payment\n4. Verify folders, tasks, email, and Slack alerts\n5. Activate the workflow\n\n---\n\n## Customization & Extensions\n\nThis workflow is designed to plug cleanly into a **larger end‑to‑end sales → delivery automation system**. If you are building multiple automations, this template typically sits in the middle of the lifecycle.\n\n### How It Fits Into a Larger System\n\nCommon upstream and downstream integrations include:\n\n* **Lead & Opportunity Pipelines**\n  When combined with lead scraping, enrichment, and qualification workflows, this automation acts as the *handoff point* where a qualified opportunity becomes a paid project.\n\n* **Proposal & Payment Flows**\n  This workflow is commonly triggered after an automated proposal + Stripe checkout flow, ensuring that once payment clears, production begins immediately with no manual coordination.\n\n* **Client Intake & Brief Generation**\n  The welcome email can link directly into automated intake form workflows that convert responses into structured briefs, creative direction, or production instructions.\n\n* **Production & Delivery Pipelines**\n  Project folders and tasks created here can act as triggers for downstream workflows such as approvals, revision tracking, asset delivery, or website launches.\n\n### Typical Expansion Path\n\nFor fast ROI, many teams implement these stages in order:\n\n1. **Payment → Project Kickoff** (this workflow)\n2. **Intake Form → Structured Brief**\n3. **Production Pipelines (Design / Website / Delivery)**\n\nAdditional layers such as lead scraping, outbound outreach, and nurture engines can be added before this workflow once delivery operations are stable.\n\nIf you’re curious, I’ve built other templates that cover the steps before and after this one (lead gen, proposals, intake, production, etc.). You can find those on my profile — they’re designed to work together, but each one stands on its own.\n","workflow":{"id":"PCh79hpLqqEP7tDN","meta":{"instanceId":"1ec593ae0fa2619f595b38d245960de2a2f6fed6beb5ec356f635531651a388c","templateCredsSetupCompleted":true},"name":"Payment to Project Kickoff Automation","tags":[],"nodes":[{"id":"fda571a7-7e63-4414-9dbd-9258ce4ee217","name":"Payment Received","type":"n8n-nodes-base.stripeTrigger","position":[1088,4224],"webhookId":"f7129146-2c18-4264-88fc-d9c9d64565ca","parameters":{"events":["checkout.session.completed","invoice.payment_succeeded"]},"credentials":{"stripeApi":{"id":"MGhymjroTR56d8Cs","name":"Stripe account"}},"typeVersion":1},{"id":"825aada4-6cf6-44ac-b2c3-24d91fd19ffc","name":"Workflow 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Folder","type":"n8n-nodes-base.googleDrive","position":[2880,4352],"parameters":{"name":"05-Final Delivery","driveId":{"__rl":true,"mode":"list","value":"My Drive"},"options":{},"folderId":{"__rl":true,"mode":"id","value":"={{ $('Create Client Root Folder').item.json.id }}"},"resource":"folder"},"credentials":{"googleDriveOAuth2Api":{"id":"9oNtQFnGL6cWQ4vW","name":"Google Drive account"}},"typeVersion":3},{"id":"7c69158e-c53b-459b-bb4d-a004727b7df1","name":"Create Task: Brand Questionnaire Review","type":"n8n-nodes-base.clickUp","position":[2656,5072],"parameters":{"list":"={{ $json.id }}","name":"=Brand Questionnaire Review","team":"9017591357","space":"90173166703","folderless":true,"additionalFields":{"status":"to do","content":"Review client intake form responses and brand questionnaire","priority":3}},"credentials":{"clickUpApi":{"id":"XD1zJfNi58gmxOhe","name":"ClickUp account 2"}},"typeVersion":1},{"id":"21f68d34-a53e-44a5-950f-feedfd93d472","name":"Create Task: Logo Concepts","type":"n8n-nodes-base.clickUp","position":[2656,4880],"parameters":{"list":"={{ $('Create a list').item.json.id }}","name":"=Logo Concepts","team":"9017591357","space":"90173166703","folderless":true,"additionalFields":{"status":"to do","content":"Create initial logo concepts based on brand questionnaire","priority":3}},"credentials":{"clickUpApi":{"id":"XD1zJfNi58gmxOhe","name":"ClickUp account 2"}},"typeVersion":1},{"id":"c5a79fc8-8f2c-44ca-a6de-9fa1da9b6c5d","name":"Create Task: Brand Kit","type":"n8n-nodes-base.clickUp","position":[2656,4688],"parameters":{"list":"={{ $('Create a list').item.json.id }}","name":"=Brand Kit","team":"9017591357","space":"90173166703","folderless":true,"additionalFields":{"status":"to do","content":"Develop complete brand kit including colors, typography, and guidelines","priority":2}},"credentials":{"clickUpApi":{"id":"XD1zJfNi58gmxOhe","name":"ClickUp account 2"}},"typeVersion":1},{"id":"c4aef55f-0a69-4f18-9958-e426161f1668","name":"Create Task: Website Build","type":"n8n-nodes-base.clickUp","position":[2656,4496],"parameters":{"list":"={{ $('Create a list').item.json.id }}","name":"=Website Build","team":"9017591357","space":"90173166703","folderless":true,"additionalFields":{"status":"to do","content":"Build website using approved brand kit and content","priority":2}},"credentials":{"clickUpApi":{"id":"XD1zJfNi58gmxOhe","name":"ClickUp account 2"}},"typeVersion":1},{"id":"bd56b9ac-cd62-4462-9ea5-df7f12b10c4a","name":"Send Welcome Email with Intake Form","type":"n8n-nodes-base.gmail","position":[3328,4160],"webhookId":"3adcd3ea-6ea4-4e01-99c2-3ffadaecdf30","parameters":{"sendTo":"={{ $('Payment Received').item.json.data.object.customer_details.email }}","message":"=<h2>Welcome {{ $('Payment Received').item.json.data.object.customer_details.name }}!</h2><p>Thank you for your payment. We're excited to start working on your {{ $('Payment Received').item.json.data.object.metadata.package }}!</p><p><strong>Next Steps:</strong></p><ol><li>Complete our intake form: <a href=\"{{ $('Workflow Configuration').item.json.intakeFormUrl }}\">Click here to fill out your brand questionnaire</a></li><li>Our team will review your responses within 24 hours</li><li>We'll schedule a kickoff call to discuss your vision</li></ol><p>Your project folder has been created and our team has been notified. We'll be in touch soon!</p><p>Best regards,<br>Your Project Team</p>","options":{},"subject":"Welcome! Let's Get Started on Your Project 🎉"},"credentials":{"gmailOAuth2":{"id":"3mzqEGrTvVjlVOjq","name":"Gmail account"}},"typeVersion":2.2},{"id":"101b2a0f-4e4d-43a4-83a7-7c210445be72","name":"Notify Team in Slack","type":"n8n-nodes-base.slack","position":[4000,4160],"webhookId":"c21d7b80-56d2-4259-8e78-a573a0c92509","parameters":{"text":"=🎉 *New Project Kickoff!*\n\n*Client:* {{ $('Payment Received').item.json.data.object.customer_details.name }}\n*Package:* {{ $('Payment Received').item.json.data.object.metadata.package }}\n*Amount:* ${{ $('Payment Received').item.json.data.object.amount_subtotal }}\n*Paid At:* {{ $now }}\n\n✅ Order record created\n✅ Project record created\n✅ Google Drive folders created\n✅ ClickUp tasks created\n✅ Welcome email sent\n\n*Next:* Client will complete intake form, then we begin!","select":"channel","channelId":{"__rl":true,"mode":"name","value":"=# new-channel"},"otherOptions":{},"authentication":"oAuth2"},"credentials":{"slackOAuth2Api":{"id":"PF896Zhla1nGCKsb","name":"Slack account"}},"typeVersion":2.4},{"id":"9c89ec74-0b2b-4396-8ace-01e2ddb19b6c","name":"Append row in sheet","type":"n8n-nodes-base.googleSheets","position":[2208,4416],"parameters":{"columns":{"value":{"price":"={{ $('Payment Received').item.json.data.object.amount_total }}","leadId":"={{ $('Payment Received').item.json.data.object.metadata.lead_id }}","paidAt":"={{ $now }}","dueDate":"={{ $json['How soon?'] }}","orderId":"={{ $('Payment Received').item.json.id }}","package":"={{ $('Payment Received').item.json.data.object.metadata.package }}","status: In Production / QA / Delivered":"Production"},"schema":[{"id":"orderId","type":"string","display":true,"required":false,"displayName":"orderId","defaultMatch":false,"canBeUsedToMatch":true},{"id":"leadId","type":"string","display":true,"required":false,"displayName":"leadId","defaultMatch":false,"canBeUsedToMatch":true},{"id":"package","type":"string","display":true,"required":false,"displayName":"package","defaultMatch":false,"canBeUsedToMatch":true},{"id":"price","type":"string","display":true,"required":false,"displayName":"price","defaultMatch":false,"canBeUsedToMatch":true},{"id":"paidAt","type":"string","display":true,"required":false,"displayName":"paidAt","defaultMatch":false,"canBeUsedToMatch":true},{"id":"dueDate","type":"string","display":true,"required":false,"displayName":"dueDate","defaultMatch":false,"canBeUsedToMatch":true},{"id":"status: In Production / QA / Delivered","type":"string","display":true,"required":false,"displayName":"status: In Production / QA / Delivered","defaultMatch":false,"canBeUsedToMatch":true}],"mappingMode":"defineBelow","matchingColumns":[],"attemptToConvertTypes":false,"convertFieldsToString":false},"options":{},"operation":"append","sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1nttPA4qQHho0cRoXQy0UYmDDtBzvR3GZbCgQcDza7jw/edit#gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"1nttPA4qQHho0cRoXQy0UYmDDtBzvR3GZbCgQcDza7jw","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1nttPA4qQHho0cRoXQy0UYmDDtBzvR3GZbCgQcDza7jw/edit?usp=drivesdk","cachedResultName":"Opportunities / Orders"}},"credentials":{"googleSheetsOAuth2Api":{"id":"TfR0ReaXeUS8p2b7","name":"Google Sheets account 2"}},"typeVersion":4.7},{"id":"2f5f58cf-01c4-4d0e-966b-a2b5d66849d8","name":"Get row(s) in sheet","type":"n8n-nodes-base.googleSheets","position":[1760,4320],"parameters":{"options":{},"filtersUI":{"values":[{"lookupValue":"={{ $('Payment Received').item.json.data.object.customer_details.email }}","lookupColumn":"Email"}]},"sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1ROLrrdi9qCrbt80dpn27UrnXydCRH_oGKbW61_G_liw/edit#gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"1ROLrrdi9qCrbt80dpn27UrnXydCRH_oGKbW61_G_liw","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1ROLrrdi9qCrbt80dpn27UrnXydCRH_oGKbW61_G_liw/edit?usp=drivesdk","cachedResultName":"CRM"}},"credentials":{"googleSheetsOAuth2Api":{"id":"TfR0ReaXeUS8p2b7","name":"Google Sheets account 2"}},"typeVersion":4.7},{"id":"67566d95-063a-4be1-b649-605fc6fe35ea","name":"Create a list","type":"n8n-nodes-base.clickUp","position":[2432,4880],"parameters":{"name":"={{ $now.format('yyyy-MM') }} — {{ $('Get row(s) in sheet').item.json['Company Legal Name'] }} — {{ $('Payment Received').item.json.data.object.metadata.package }}","team":"9017591357","space":"90173166703","resource":"list","operation":"create","folderless":true,"additionalFields":{}},"credentials":{"clickUpApi":{"id":"XD1zJfNi58gmxOhe","name":"ClickUp account 2"}},"typeVersion":1},{"id":"4ac0fd74-ca8b-4367-83de-dcefea220e6e","name":"Workflow Overview","type":"n8n-nodes-base.stickyNote","position":[1040,6608],"parameters":{"color":4,"width":400,"height":416,"content":"# Payment to Project Kickoff Automation\n\n**Purpose:** Automatically set up new client projects when payment is received via Stripe.\n\n**What it does:**\n✅ Captures payment from Stripe\n✅ Looks up client in CRM\n✅ Creates order record\n✅ Sets up Google Drive folders\n✅ Creates ClickUp project & tasks\n✅ Sends welcome email\n✅ Notifies team in Slack\n\n**Trigger:** Stripe checkout.session.completed or invoice.payment_succeeded"},"typeVersion":1},{"id":"652f238a-9453-4a5b-884d-3fd023bdf9d4","name":"Payment Processing","type":"n8n-nodes-base.stickyNote","position":[1008,3728],"parameters":{"width":264,"height":664,"content":"# 💳 Payment Processing\n\n**Nodes:**\n- Payment Received (Stripe Trigger)\n- Workflow Configuration\n- Extract Payment Data\n- Get row(s) in sheet (CRM lookup)\n- Append row in sheet (Orders)\n\n**Key Data:**\n- Client name & email\n- Package purchased\n- Amount paid\n- Lead ID from metadata"},"typeVersion":1},{"id":"0f93be20-ae40-490b-839c-50251a8eb328","name":"Google Drive Setup","type":"n8n-nodes-base.stickyNote","position":[2272,3376],"parameters":{"color":3,"width":424,"height":784,"content":"# 📁 Google Drive Setup\n\n**Creates folder structure:**\n\n📂 [YYYY-MM] — [Company] — [Package]\n  ├── 01-Intake\n  ├── 02-Logo\n  ├── 03-Brand Kit\n  ├── 04-Website\n  └── 05-Final Delivery\n\n**Parent Folder ID:**\nConfigured in Workflow Configuration node\n\n**Folder naming:**\nFormat: 2025-01 — Acme Corp — Premium Package"},"typeVersion":1},{"id":"aedf9725-1442-49f1-9351-a6c255ebd068","name":"ClickUp Task Creation","type":"n8n-nodes-base.stickyNote","position":[2368,4592],"parameters":{"color":4,"width":440,"height":996,"content":"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n# ✅ ClickUp Task Creation\n\n**Creates project list with tasks:**\n\n1. Brand Questionnaire Review (Priority: High)\n2. Logo Concepts (Priority: High)\n3. Brand Kit (Priority: Normal)\n4. Website Build (Priority: Normal)\n\n**List naming:**\nFormat: [YYYY-MM] — [Company] — [Package]\n\n**All tasks start in \"to do\" status**"},"typeVersion":1},{"id":"0081b713-9737-487d-9d40-5795c3947684","name":"Client Communication","type":"n8n-nodes-base.stickyNote","position":[3264,3744],"parameters":{"color":5,"width":456,"height":608,"content":"# 📧 Client Communication\n\n**Welcome Email:**\n- Sent to client email from Stripe\n- Includes intake form link\n- Explains next steps\n- Confirms project setup\n\n**Slack Notification:**\n- Posts to team channel\n- Includes client details\n- Lists completed setup steps\n- Prompts team to begin work\n\n**Note:** Update intake form URL in Workflow Configuration"},"typeVersion":1},{"id":"f87975df-7c51-4e0b-aa07-16dc66979210","name":"CRM Lookup Note","type":"n8n-nodes-base.stickyNote","position":[1744,3600],"parameters":{"color":2,"width":368,"height":908,"content":"# 📊 CRM Create Client Order\n\n**Google Sheets Integration (feel free to swap to any CRM of your choice):**\n\n**Get row(s) in sheet:**\n- Looks up client information in CRM\n- Searches by customer email from Stripe\n- Retrieves company details and project info\n\n**Append row in sheet:**\n- Creates new order record\n- Logs payment details\n- Tracks project status\n- Links to lead ID from metadata\n\n**Data Flow:**\nStripe payment → CRM lookup → Order creation → Project setup"},"typeVersion":1},{"id":"90d13b7b-b3dc-4324-b1e6-c3f0af516a1a","name":"Validate Payment Data","type":"n8n-nodes-base.if","position":[1536,4224],"parameters":{"options":{},"conditions":{"options":{"leftValue":"","caseSensitive":false,"typeValidation":"loose"},"combinator":"and","conditions":[{"id":"id-1","operator":{"type":"string","operation":"notEmpty"},"leftValue":"={{ $('Payment Received').item.json.data.object.customer_details.email }}"},{"id":"id-2","operator":{"type":"string","operation":"notEmpty"},"leftValue":"={{ $('Payment Received').item.json.data.object.metadata.package }}"}]}},"typeVersion":2.2},{"id":"584bd889-b645-45de-8238-4a6245d530c8","name":"Check CRM Lookup Success","type":"n8n-nodes-base.if","position":[1984,4320],"parameters":{"options":{},"conditions":{"options":{"leftValue":"","caseSensitive":false,"typeValidation":"loose"},"combinator":"and","conditions":[{"id":"id-1","operator":{"type":"string","operation":"notEmpty"},"leftValue":"={{ $('Get row(s) in sheet').item.json['Company Legal Name'] }}"}]}},"typeVersion":2.2},{"id":"a24c30dc-acdd-4a19-a358-d3f2404e4c6b","name":"Check Folder Creation Success","type":"n8n-nodes-base.if","position":[2656,3584],"parameters":{"options":{},"conditions":{"options":{"version":2,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"id-1","operator":{"type":"string","operation":"notEmpty"},"leftValue":"={{ $('Create Client Root Folder').item.json.id }}"}]}},"typeVersion":2.2},{"id":"f1f94260-608e-4833-9b46-22368ea70a22","name":"Alert Team - Payment Data Error","type":"n8n-nodes-base.slack","position":[1760,4128],"webhookId":"5aeb09d8-80b0-48ba-a845-cf13ff8156f4","parameters":{"text":"=⚠️ *Payment Data Error*\n\n*Issue:* Missing required payment data from Stripe\n*Payment ID:* {{ $('Payment Received').item.json.id }}\n*Customer Email:* {{ $('Payment Received').item.json.data.object.customer_details.email || 'MISSING' }}\n*Package:* {{ $('Payment Received').item.json.data.object.metadata.package || 'MISSING' }}\n\n*Action Required:* Manual review needed - workflow stopped","select":"channel","channelId":{"__rl":true,"mode":"name","value":"# new-channel"},"otherOptions":{},"authentication":"oAuth2"},"credentials":{"slackOAuth2Api":{"id":"PF896Zhla1nGCKsb","name":"Slack account"}},"typeVersion":2.4},{"id":"eb726ad9-8a6a-4d94-acf1-2aa3401d1f26","name":"Alert Team - CRM Lookup Failed","type":"n8n-nodes-base.slack","position":[2208,3776],"webhookId":"3355178c-50d7-45dd-8b7d-71c2da64a419","parameters":{"text":"=⚠️ *CRM Lookup Failed*\n\n*Issue:* Client not found in CRM\n*Email Searched:* {{ $('Payment Received').item.json.data.object.customer_details.email }}\n*Customer Name:* {{ $('Payment Received').item.json.data.object.customer_details.name }}\n*Package:* {{ $('Payment Received').item.json.data.object.metadata.package }}\n\n*Action Required:* Add client to CRM manually and retry workflow","select":"channel","channelId":{"__rl":true,"mode":"name","value":"# new-channel"},"otherOptions":{},"authentication":"oAuth2"},"credentials":{"slackOAuth2Api":{"id":"PF896Zhla1nGCKsb","name":"Slack account"}},"typeVersion":2.4},{"id":"bbccd2bb-b5bd-46ab-bc4d-2f892107f919","name":"Alert Team - Folder Creation Failed","type":"n8n-nodes-base.slack","position":[2880,3584],"webhookId":"8c168b01-66f7-41d7-9754-da244b0ebd8b","parameters":{"text":"=⚠️ *Google Drive Folder Creation Failed*\n\n*Issue:* Could not create root folder in Google Drive\n*Client:* {{ $('Get row(s) in sheet').item.json['Company Legal Name'] }}\n*Package:* {{ $('Payment Received').item.json.data.object.metadata.package }}\n\n*Fallback:* Workflow will continue without folder structure - manual folder creation needed","select":"channel","channelId":{"__rl":true,"mode":"name","value":"# new-channel"},"otherOptions":{},"authentication":"oAuth2"},"credentials":{"slackOAuth2Api":{"id":"PF896Zhla1nGCKsb","name":"Slack account"}},"typeVersion":2.4},{"id":"9d7eb3c1-1b94-4a39-b4a2-9086d681d563","name":"Stop - Invalid Payment Data","type":"n8n-nodes-base.stopAndError","position":[1984,4128],"parameters":{"errorMessage":"=Invalid payment data received from Stripe. Missing required fields: customer email or package metadata. Payment ID: {{ $('Payment Received').item.json.id }}"},"typeVersion":1},{"id":"12f430dd-f535-42d4-95b7-f12b3d3e69c8","name":"Stop - CRM Lookup Failed","type":"n8n-nodes-base.stopAndError","position":[2432,3776],"parameters":{"errorMessage":"=Client not found in CRM. Email: {{ $('Payment Received').item.json.data.object.customer_details.email }}. Please add client to CRM and retry."},"typeVersion":1},{"id":"1c112031-efbe-43a0-a1a8-ecc308383814","name":"Check Email Send Success","type":"n8n-nodes-base.if","position":[3552,4160],"parameters":{"options":{},"conditions":{"options":{"version":2,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"id-1","operator":{"type":"string","operation":"notEmpty"},"leftValue":"={{ $('Send Welcome Email with Intake Form').item.json.id }}"}]}},"typeVersion":2.2},{"id":"d388a66a-73bb-456d-aa43-e5918ea6d6db","name":"Alert Team - Email Send Failed","type":"n8n-nodes-base.slack","position":[3776,4016],"webhookId":"5ba94056-edc8-4dfb-af14-6118845ae7a8","parameters":{"text":"=⚠️ *Welcome Email Send Failed*\n\n*Issue:* Could not send welcome email to client\n*Client:* {{ $('Payment Received').item.json.data.object.customer_details.name }}\n*Email:* {{ $('Payment Received').item.json.data.object.customer_details.email }}\n*Package:* {{ $('Payment Received').item.json.data.object.metadata.package }}\n\n*Fallback:* Workflow will continue - manual email needed","select":"channel","channelId":{"__rl":true,"mode":"name","value":"# new-channel"},"otherOptions":{},"authentication":"oAuth2"},"credentials":{"slackOAuth2Api":{"id":"PF896Zhla1nGCKsb","name":"Slack account"}},"typeVersion":2.4},{"id":"4a1f0480-0b47-47bb-ab54-869b5f5b0b2d","name":"Waits until all folders are created","type":"n8n-nodes-base.merge","position":[3104,4112],"parameters":{"mode":"chooseBranch","numberInputs":5},"typeVersion":3.2},{"id":"8c4d5508-8d9f-4d9a-af7d-258786ef8fef","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[992,4592],"parameters":{"width":624,"height":560,"content":"# How it works\n\nThis workflow automatically kicks off a new client project as soon as a payment is received in Stripe.\n\nWhen a checkout session or invoice payment succeeds, the workflow validates the payment data, looks up the client in a CRM (Google Sheets by default), and creates an order record. It then provisions a standardized Google Drive folder structure, creates a ClickUp project with predefined tasks, sends a welcome email with an intake form to the client, and notifies the internal team in Slack.\n\nBuilt-in validation and error handling ensure missing data, CRM mismatches, or setup failures are flagged immediately so teams can intervene manually if needed. Each system (CRM, Drive, ClickUp, Email, Slack) can be swapped independently.\n\n## Setup steps\n\n1. Connect your Stripe account and ensure customer email and package metadata are present.\n2. Configure the **Workflow Configuration** node with your intake form URL and Google Drive parent folder ID.\n3. Connect your CRM (Google Sheets by default) or replace it with another system.\n4. Connect ClickUp, Gmail, and Slack credentials.\n5. Activate the workflow and test using a Stripe test payment."},"typeVersion":1}],"active":false,"pinData":{},"settings":{"availableInMCP":false,"executionOrder":"v1"},"versionId":"562ba2a1-a2f7-402c-a6c2-2d1a277b16aa","connections":{"Create a list":{"main":[[{"node":"Create Task: Brand Questionnaire Review","type":"main","index":0},{"node":"Create Task: Logo Concepts","type":"main","index":0},{"node":"Create Task: Brand Kit","type":"main","index":0},{"node":"Create Task: Website Build","type":"main","index":0}]]},"Payment Received":{"main":[[{"node":"Workflow Configuration","type":"main","index":0}]]},"Append row in sheet":{"main":[[{"node":"Create Client Root Folder","type":"main","index":0},{"node":"Create a list","type":"main","index":0}]]},"Get row(s) in sheet":{"main":[[{"node":"Check CRM Lookup Success","type":"main","index":0}]]},"Create 02-Logo Folder":{"main":[[{"node":"Waits until all folders are created","type":"main","index":1}]]},"Validate Payment Data":{"main":[[{"node":"Get row(s) in sheet","type":"main","index":0}],[{"node":"Alert Team - Payment Data Error","type":"main","index":0}]]},"Workflow Configuration":{"main":[[{"node":"Validate Payment Data","type":"main","index":0}]]},"Create 01-Intake Folder":{"main":[[{"node":"Waits until all folders are created","type":"main","index":0}]]},"Check CRM Lookup Success":{"main":[[{"node":"Append row in sheet","type":"main","index":0}],[{"node":"Alert Team - CRM Lookup Failed","type":"main","index":0}]]},"Check Email Send Success":{"main":[[{"node":"Notify Team in Slack","type":"main","index":0}],[{"node":"Alert Team - Email Send Failed","type":"main","index":0}]]},"Create 04-Website Folder":{"main":[[{"node":"Waits until all folders are created","type":"main","index":3}]]},"Create Client Root Folder":{"main":[[{"node":"Create 02-Logo Folder","type":"main","index":0},{"node":"Create 03-Brand Kit Folder","type":"main","index":0},{"node":"Create 04-Website Folder","type":"main","index":0},{"node":"Create 05-Final Delivery Folder","type":"main","index":0},{"node":"Check Folder Creation Success","type":"main","index":0}]]},"Create 03-Brand Kit Folder":{"main":[[{"node":"Waits until all folders are created","type":"main","index":2}]]},"Check Folder Creation Success":{"main":[[{"node":"Create 01-Intake Folder","type":"main","index":0}],[{"node":"Alert Team - Folder Creation Failed","type":"main","index":0}]]},"Alert Team - CRM Lookup Failed":{"main":[[{"node":"Stop - CRM Lookup Failed","type":"main","index":0}]]},"Alert Team - Email Send Failed":{"main":[[]]},"Alert Team - Payment Data Error":{"main":[[{"node":"Stop - Invalid Payment Data","type":"main","index":0}]]},"Create 05-Final Delivery Folder":{"main":[[{"node":"Waits until all folders are created","type":"main","index":4}]]},"Send Welcome Email with Intake Form":{"main":[[{"node":"Check Email Send Success","type":"main","index":0}]]},"Waits until all folders are created":{"main":[[{"node":"Send Welcome Email with Intake Form","type":"main","index":0}]]}}},"lastUpdatedBy":1,"workflowInfo":{"nodeCount":35,"nodeTypes":{"n8n-nodes-base.if":{"count":4},"n8n-nodes-base.set":{"count":1},"n8n-nodes-base.gmail":{"count":1},"n8n-nodes-base.merge":{"count":1},"n8n-nodes-base.slack":{"count":5},"n8n-nodes-base.clickUp":{"count":5},"n8n-nodes-base.stickyNote":{"count":7},"n8n-nodes-base.googleDrive":{"count":6},"n8n-nodes-base.googleSheets":{"count":2},"n8n-nodes-base.stopAndError":{"count":2},"n8n-nodes-base.stripeTrigger":{"count":1}}},"status":"published","readyToDemo":null,"user":{"name":"Chris Zhang","username":"clissz","bio":"I build high roi workflows that maximize productivity of businesses.\n\nqufeizzz@gmail.com","verified":true,"links":[""],"avatar":"https://gravatar.com/avatar/568112800a0df7dd2ea235da25bd2ca4072acd3d284ff36b6900a3d5c791b39b?r=pg&d=retro&size=200"},"nodes":[{"id":18,"icon":"file:googleSheets.svg","name":"n8n-nodes-base.googleSheets","codex":{"data":{"alias":["CSV","Sheet","Spreadsheet","GS"],"resources":{"generic":[{"url":"https://n8n.io/blog/love-at-first-sight-ricardos-n8n-journey/","icon":"❤️","label":"Love at first sight: Ricardo’s n8n journey"},{"url":"https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/","icon":"🧬","label":"Why business process automation with n8n can change your daily life"},{"url":"https://n8n.io/blog/automatically-adding-expense-receipts-to-google-sheets-with-telegram-mindee-twilio-and-n8n/","icon":"🧾","label":"Automatically Adding Expense Receipts to Google Sheets with Telegram, Mindee, Twilio, and n8n"},{"url":"https://n8n.io/blog/supercharging-your-conference-registration-process-with-n8n/","icon":"🎫","label":"Supercharging your conference registration process with n8n"},{"url":"https://n8n.io/blog/creating-triggers-for-n8n-workflows-using-polling/","icon":"⏲","label":"Creating triggers for n8n workflows using polling"},{"url":"https://n8n.io/blog/no-code-ecommerce-workflow-automations/","icon":"store","label":"6 e-commerce workflows to power up your Shopify s"},{"url":"https://n8n.io/blog/migrating-community-metrics-to-orbit-using-n8n/","icon":"📈","label":"Migrating Community Metrics to Orbit using n8n"},{"url":"https://n8n.io/blog/automate-google-apps-for-productivity/","icon":"💡","label":"15 Google apps you can combine and automate to increase productivity"},{"url":"https://n8n.io/blog/your-business-doesnt-need-you-to-operate/","icon":" 🖥️","label":"Hey founders! Your business doesn't need you to operate"},{"url":"https://n8n.io/blog/how-honest-burgers-use-automation-to-save-100k-per-year/","icon":"🍔","label":"How Honest Burgers Use Automation to Save $100k per year"},{"url":"https://n8n.io/blog/how-a-digital-strategist-uses-n8n-for-online-marketing/","icon":"💻","label":"How a digital strategist uses n8n for online marketing"},{"url":"https://n8n.io/blog/why-this-product-manager-loves-workflow-automation-with-n8n/","icon":"🧠","label":"Why this Product Manager loves workflow automation with n8n"},{"url":"https://n8n.io/blog/sending-automated-congratulations-with-google-sheets-twilio-and-n8n/","icon":"🙌","label":"Sending Automated Congratulations with Google Sheets, Twilio, and n8n "},{"url":"https://n8n.io/blog/how-a-membership-development-manager-automates-his-work-and-investments/","icon":"📈","label":"How a Membership Development Manager automates his work and investments"},{"url":"https://n8n.io/blog/aws-workflow-automation/","label":"7 no-code workflow automations for Amazon Web Services"}],"primaryDocumentation":[{"url":"https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.googlesheets/"}],"credentialDocumentation":[{"url":"https://docs.n8n.io/integrations/builtin/credentials/google/oauth-single-service/"}]},"categories":["Data & Storage","Productivity"],"nodeVersion":"1.0","codexVersion":"1.0"}},"group":"[\"input\",\"output\"]","defaults":{"name":"Google Sheets"},"iconData":{"type":"file","fileBuffer":"data:image/svg+xml;base64,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"},"displayName":"Google Sheets","typeVersion":5,"nodeCategories":[{"id":3,"name":"Data & Storage"},{"id":4,"name":"Productivity"}]},{"id":20,"icon":"fa:map-signs","name":"n8n-nodes-base.if","codex":{"data":{"alias":["Router","Filter","Condition","Logic","Boolean","Branch"],"details":"The IF node can be used to implement binary conditional logic in your workflow. 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workflows to power up your Shopify s"},{"url":"https://n8n.io/blog/how-to-build-a-low-code-self-hosted-url-shortener/","icon":"🔗","label":"How to build a low-code, self-hosted URL shortener in 3 steps"},{"url":"https://n8n.io/blog/automate-your-data-processing-pipeline-in-9-steps-with-n8n/","icon":"⚙️","label":"Automate your data processing pipeline in 9 steps"},{"url":"https://n8n.io/blog/how-to-get-started-with-crm-automation-and-no-code-workflow-ideas/","icon":"👥","label":"How to get started with CRM automation (with 3 no-code workflow ideas"},{"url":"https://n8n.io/blog/5-tasks-you-can-automate-with-notion-api/","icon":"⚡️","label":"5 tasks you can automate with the new Notion API "},{"url":"https://n8n.io/blog/automate-google-apps-for-productivity/","icon":"💡","label":"15 Google apps you can combine and automate to increase productivity"},{"url":"https://n8n.io/blog/automation-for-maintainers-of-open-source-projects/","icon":"🏷️","label":"How to automatically manage contributions 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