Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Description This workflow automates the tracking and follow up process for pending payments. It pulls lead payment data from Google Sheets, checks whether the status is “Open,” and then routes acti...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.googlesheets, n8n-nodes-base.if, n8n-nodes-base.slack, n8n-nodes-base.clickup, n8n-nodes-base.gmail, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack
Workflow name: Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack

Description

This workflow automates the tracking and follow-up process for pending payments. It pulls lead payment data from Google Sheets, checks whether the status is “Open,” and then routes actions accordingly. For open payment cases, it creates a dedicated ClickUp task and sends an email confirmation to stakeholders. For non-open cases, it notifies the team via Slack. This ensures payment verifications are never missed, while keeping all updates transparent and centralized.

What This Template Does (Step-by-Step)

📊 Fetch Lead Data from Google Sheets
Retrieves lead records including:
- Lead Name
- Company Name
- Payment Verification Status
- Status (Open/Closed)
⚖️ Check if Status = Open
✅ TRUE (Open): Creates a ClickUp task and sends an email confirmation.
❌ FALSE (Not Open): Sends a Slack notification only.
🗂 Create ClickUp Task for Payment Verification: Adds a task with lead and company details for pending payment follow-up in the specified list.
✉️ Send Email Confirmation: Notifies the assigned watcher (via Gmail) with task details (name, ID, and link).
💬 Send Slack Notification: Alerts the Slack workspace if a lead’s status is not “Open,” providing visibility on non-actionable cases.

Prerequisites

Google Sheet with lead/payment data
ClickUp account & API credentials
Gmail API credentials
Slack API credentials
n8n instance (cloud or self-hosted)

Step-by-Step Setup

Connect Google Sheets → Fetch payment verification data.
Apply Status Filter (If Node) → Route based on “Open” status.
Open Status → Create ClickUp Task → Send Email confirmation.
Not Open Status → Send Slack notification.

Customization Ideas

🎯 Add additional filtering (e.g., only create tasks if payment verification = “Pending”). 📢 Send Slack alerts for all new leads, not just closed ones. 📚 Log completed payment verifications into Airtable or Notion for reporting. 💡 Include payment due dates or invoice numbers in ClickUp task details.

Key Benefits

✅ Automates payment follow-up process ✅ Keeps stakeholders informed via email ✅ Provides real-time Slack alerts for non-actionable cases ✅ Centralizes pending payment tasks in ClickUp ✅ Reduces manual monitoring and ensures no pending case is missed

Perfect For

👥 Finance teams handling multiple payment verifications 🏢 Companies wanting a transparent and automated payment tracking process 🎯 Teams already using ClickUp for task management 📊 Managers who need visibility into pending vs. closed payment statuses

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - When clicking ‘Execute workflow’

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 2 - Fetch Lead Data from Google Sheets

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 3 - Check if Status is Open

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 4 - Send Slack Notification (Status Not Open)

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.3

Block 5 - Create ClickUp Task for Payment Verification

Type / Role: n8n-nodes-base.clickUp - clickUp
Config choices: Version 1

Block 6 - Send Email Confirmation to Task Watcher

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 7 - Sticky Note - Workflow Start

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 8 - Sticky Note - Google Sheets

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - Sticky Note - Condition Check

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Sticky Note - Email

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 11 - Sticky Note - ClickUp

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 12 - Sticky Note - Slack

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack
Complexity	intermediate
Nodes	12
Categories	CRM
Author	Rahul Joshi
Published	03 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/9228/9228.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows

Frequently asked questions

What does Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.googlesheets n8n-nodes-base.if n8n-nodes-base.slack n8n-nodes-base.clickup n8n-nodes-base.gmail n8n-nodes-base.stickynote

Complexity

intermediate

Published 03 Oct 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/9228/9228.json

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Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Description

What This Template Does (Step-by-Step)

Prerequisites

Step-by-Step Setup

Customization Ideas

Key Benefits

Perfect For

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - When clicking ‘Execute workflow’

Block 2 - Fetch Lead Data from Google Sheets

Block 3 - Check if Status is Open

Block 4 - Send Slack Notification (Status Not Open)

Block 5 - Create ClickUp Task for Payment Verification

Block 6 - Send Email Confirmation to Task Watcher

Block 7 - Sticky Note - Workflow Start

Block 8 - Sticky Note - Google Sheets

Block 9 - Sticky Note - Condition Check

Block 10 - Sticky Note - Email

Block 11 - Sticky Note - ClickUp

Block 12 - Sticky Note - Slack

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions