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.
🎯 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.
✅ 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
👥 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