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Automate Payment Tracking with Google Sheets, ClickUp, Gmail and Slack

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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 “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. What This Templa

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Independent

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sales

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