{ "id": "dcvRJhH1gqWvdOil", "meta": { "templateCredsSetupCompleted": true }, "name": "Deal Stage to ClickUp Automation", "tags": [], "nodes": [ { "id": "fc8d283a-0c59-4315-a875-fe190e729057", "name": "When clicking \u2018Execute workflow\u2019", "type": "n8n-nodes-base.manualTrigger", "position": [ -1088, 2128 ], "parameters": {}, "typeVersion": 1 }, { "id": "15f21c70-c466-4a88-99ac-4c3571e3bd4e", "name": "Sticky Note - Workflow Start", "type": "n8n-nodes-base.stickyNote", "position": [ -1328, 1824 ], "parameters": { "color": 4, "width": 343.1718789342567, "height": 267.8540989603057, "content": "## \ud83d\ude80 WORKFLOW START\n\n**Manual trigger workflow**\n\nClick \"Execute Workflow\" button to run this automation on-demand.\n\nUseful for:\n- Testing the workflow\n- One-time bulk processing\n- Manual syncing deals to ClickUp" }, "typeVersion": 1 }, { "id": "b410d7c1-f064-4a2b-bfad-067bd7158ef4", "name": "Sticky Note - Fetch Deals", "type": "n8n-nodes-base.stickyNote", "position": [ -1008, 2272 ], "parameters": { "color": 5, "width": 343.1718789342567, "height": 307.8540989603057, "content": "## \ud83d\udccb FETCH ALL DEALS\n\n**API Endpoint:** GET /opportunities\n**HighLevel API:** opportunities.getAll\n\n**Retrieves all opportunities from HighLevel CRM:**\n- Gets complete deal list\n- Includes all deal stages\n- Fetches contact information\n- Returns full deal details\n\nThis pulls every opportunity to check for recent updates." }, "typeVersion": 1 }, { "id": "539ebacc-e034-4029-9031-44763a38adef", "name": "Sticky Note - Date Filter", "type": "n8n-nodes-base.stickyNote", "position": [ -864, 1760 ], "parameters": { "color": 6, "width": 343.1718789342567, "height": 347.8540989603057, "content": "## \u23f1\ufe0f DATE FILTER\n\n**Checks if deal was updated recently:**\n\n\u2705 **TRUE Branch** (Recent updates)\n- Deal changed on/after Sept 30, 2025\n- Proceeds to get contact & create task\n\n\u274c **FALSE Branch** (Old updates)\n- Deal changed before Sept 30, 2025\n- Sends Slack notification about old update\n\nSplits workflow based on update date." }, "typeVersion": 1 }, { "id": "79e5b4ef-9304-4b9c-9302-1fa67e5b34b2", "name": "Sticky Note - Get Contact", "type": "n8n-nodes-base.stickyNote", "position": [ -432, 1696 ], "parameters": { "color": 7, "width": 343.1718789342567, "height": 307.8540989603057, "content": "## \ud83d\udc64 GET CONTACT INFO\n\n**API Endpoint:** GET /contacts/{contactId}\n**HighLevel API:** contacts.get\n\n**Fetches full contact details:**\n- Uses contactId from deal\n- Retrieves contact name\n- Gets location information\n- Pulls all contact fields\n\nNeeded to create detailed ClickUp tasks with contact context." }, "typeVersion": 1 }, { "id": "531e093f-0e5c-483e-a0c7-dedd661f5c65", "name": "Sticky Note - Create Task", "type": "n8n-nodes-base.stickyNote", "position": [ 16, 1936 ], "parameters": { "color": 2, "width": 343.1718789342567, "height": 327.8540989603057, "content": "## \u2705 CREATE CLICKUP TASK\n\n**API:** ClickUp Tasks API\n\n**Generates task in ClickUp:**\n- Task name includes contact name\n- Shows location ID\n- Notes \"Changed Status recently\"\n- Added to specified list\n\n**This is the main output** - creates actionable task for team to follow up.\n\n**WORKFLOW END** \u2705" }, "typeVersion": 1 }, { "id": "601e856c-446b-4682-8679-72d1ed1e78f1", "name": "Sticky Note - Slack Alert", "type": "n8n-nodes-base.stickyNote", "position": [ -496, 2384 ], "parameters": { "width": 343.1718789342567, "height": 347.8540989603057, "content": "## \ud83d\udcac SLACK ALERT (OLD DEALS)\n\n**Sends notification for outdated deals:**\n- Triggered when deal update is before Sept 30\n- Messages the n8n_workspace user\n- Includes lead ID\n- Alerts: \"lead updated earlier\"\n\nHelps identify deals that need attention but aren't recent.\n\n**ALTERNATIVE WORKFLOW END** \u26a0\ufe0f" }, "typeVersion": 1 }, { "id": "67e4e0fa-53a8-416e-9f06-d5f43f50d515", "name": "Fetch All Deals from CRM1", "type": "n8n-nodes-base.highLevel", "position": [ -864, 2128 ], "parameters": { "filters": {}, "resource": "opportunity", "operation": "getAll", "returnAll": true, "requestOptions": {} }, "credentials": { "highLevelOAuth2Api": { "name": "" } }, "typeVersion": 2 }, { "id": "d21611b1-e30b-4b68-818d-9449ded35c0d", "name": "Filter Recent Deal Updates1", "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": "Get Contact Details1", "type": "n8n-nodes-base.highLevel", "position": [ -416, 2032 ], "parameters": { "contactId": "={{ $json.contactId }}", "operation": "get", "requestOptions": {} }, "credentials": { "highLevelOAuth2Api": { "name": "" } }, "typeVersion": 2 }, { "id": "3cd0ef65-2d04-456b-ac9f-8ad715ca5804", "name": "Create ClickUp Task1", "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": { "name": "" } }, "typeVersion": 1 }, { "id": "2193d512-4f3d-4fd1-a589-991a54c6a569", "name": "Notify Old Deal Update1", "type": "n8n-nodes-base.slack", "position": [ -416, 2224 ], "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": { "name": "" } }, "typeVersion": 2.3 } ], "active": false, "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 \u2018Execute workflow\u2019": { "main": [ [ { "node": "Fetch All Deals from CRM1", "type": "main", "index": 0 } ] ] } } }