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

Workflow preview

Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack preview
Open on n8n.io

Important notice

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

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 β€œOpen,” 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)

  • πŸ“Š Fetch Lead Data from Google Sheets
  • Retrieves lead records including:
    • Lead Name
    • Company Name
    • Payment Verification Status
    • Status (Open/Closed)
  • βš–οΈ Check if Status = Open
  • βœ… TRUE (Open): Creates a ClickUp task and sends an email confirmation.
  • ❌ FALSE (Not Open): Sends a Slack notification only.
  • πŸ—‚ Create ClickUp Task for Payment Verification: Adds a task with lead and company details for pending payment follow-up in the specified list.
  • βœ‰οΈ Send Email Confirmation: Notifies the assigned watcher (via Gmail) with task details (name, ID, and link).
  • πŸ’¬ Send Slack Notification: Alerts the Slack workspace if a lead’s status is not β€œOpen,” 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 β†’ Fetch payment verification data.
  • Apply Status Filter (If Node) β†’ Route based on β€œOpen” status.
  • Open Status β†’ Create ClickUp Task β†’ Send Email confirmation.
  • Not Open Status β†’ Send Slack notification.

Customization Ideas

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

Key Benefits

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

Perfect For

πŸ‘₯ Finance teams handling multiple payment verifications 🏒 Companies wanting a transparent and automated payment tracking process 🎯 Teams already using ClickUp for task management πŸ“Š Managers who need visibility into pending vs. closed payment statuses