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Client intake workflow with n8n & ClickUp | IF node problems
I've been trying to create a workflow that listens for the creation of a task in ClickUp from an initial intake form, then sends an email to the lead with a link to another form, where upon completion and submission of that ClickUp form, a Stipe link is generated for the lead and then send to them via email. The problem is that I'm trying to link both tasks in ClickUp. To do this I've taken the approach of sending out the initial task ID from the first intake form in the email with the link to the next form. This way the customer copy & pastes this ID from their email into the form field, and I can match the sessions/submissions from separate forms in ClickUp automatically generating the Stripe link and sending out the email. I've been using GPT to help me with the walkthroughs but I'm stuck because when I activate the workflow the polling trigger for the initial workflow works to send off the first email, but the information immediately hits the IF node and goes to false even when I made a form submission for the second form. Despite me seemingly linking the correct values to the IF node which as strings should match up. Also how would I make sure the initial email is only sent out once instead of every minute (which is the polling interval)? I've attached screenshots. I'm new to n8n and ClickUp respectively and could really use the help. If anyone has any suggestions or alternative ways to complete this workflow I'm all ears! I can provide more screenshots too, if there's more context needed.
Client intake workflow with n8n & ClickUp | IF node problems
1 like • Mar 19
I've attached the json file if anyone wants to help me and take a crack at it.
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5 likes • Feb 5
Hi everyone, I'm new to Skool and this is one of the first communities I wanted to join. I'm really interested in building AI voice agents with ElevenLabs Conversational AI and becoming intimately familiar with connecting the tooling/advanced tolling to n8n automations. I'm also looking to make automations to produce digital product passports using Crossmint from client eCommerce databases like Shopify, BigCommerce, etc. Ultimately my goal is to build out several automation frameworks that serve as templates for dealing with certain types of customers with my creative agency. I'm looking forward to soaking up as much as I can.
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@brandon-webster-3685
Founder @Campgrnds

Active 215d ago
Joined Feb 4, 2025
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