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Payments & Billingfree

Payment Pending Automation - ClickUp Integration

by Rahul JoshiUpdated Aug 2026
RequiresGoogle SheetsGoogle SheetsSlackClickUpClickUpGmailGmail
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MaWhen clicking ‘Execute workflow’When clicking ‘…Fetch Lead Data from Google SheetsFetch Lead Data…IfCheck if Status is OpenCheck if Status…Send Slack Notification (Status Not Open)Send Slack Noti…Create ClickUp Task for Payment VerificationCreate ClickUp …Send Email Confirmation to Task WatcherSend Email Conf…12345
1/5
STEPS · 5
Run manually by an operator

On manual run, reads pending payments from Google Sheets, then alerts Slack, creates a ClickUp task, and emails via Gmail.

Tags

manualmediumGoogle SheetsSlackCRMdiscoveredpending-review
Connects
sheetsGoogle SheetsSlackclickupClickUpgmailGmail
CategoryPayments & Billing
Triggermanual
Complexitymedium
Nodes6
AddedJun 27, 2026