Rahul Joshi This workflow corresponds to n8n.io template #9239 — we link there as the canonical source.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"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": "<your credential>"
}
},
"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": "<your credential>"
}
},
"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": "<your credential>"
}
},
"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": "<your credential>"
}
},
"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
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
clickUpApihighLevelOAuth2ApislackApi
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About this workflow
This workflow automates the tracking of deal stage updates in HighLevel CRM and syncs them with ClickUp for task management. It filters opportunities based on the most recent update date, creates actionable tasks in ClickUp for recent deals, and sends Slack alerts when older…
Source: https://n8n.io/workflows/9239/ — original creator credit. Request a take-down →
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