Step 2: Add Status Validation and Task Retrieval

Next, Validate Invoice Status checks the status change and Retrieve ClickUp Task pulls full task details used for Stripe and email steps.

1. In Validate Invoice Status, set the condition Left Value to {{$json.history_items[0].after.status}}.
2. Set the condition Operator to equals and Right Value to send invoice.
3. Configure Retrieve ClickUp Task with Operation set to get.
4. Set ID to {{ $('ClickUp Update Trigger').item.json.task_id }}.
5. Select Authentication as oAuth2.
6. Credential Required: Connect your ClickUp OAuth2 credentials.

Step 3: Set Up Stripe Customer and Invoice Creation

These nodes create a Stripe customer and draft invoice using data from the ClickUp task.

1. Configure Generate Stripe Customer with Resource set to customer and Operation set to create.
2. Set Name to {{ $json.name }} and Additional Fields → Email to {{ $json.creator.email }}.
3. Credential Required: Connect your Stripe credentials.
4. In Build Stripe Invoice, set URL to https://api.stripe.com/v1/invoices and Method to POST.
5. Enable Send Query and set Authentication to predefinedCredentialType with Credential Type stripeApi.
6. Set query parameters: collection_method = send_invoice, customer = {{ $json.id }}, description = Thanks for working with SaviFlow!, due_date = {{ $today.toSeconds() +604800 }}, footer = This is the very cool footer.
7. Credential Required: Connect your Stripe API credentials for Build Stripe Invoice.

Step 4: Add Line Items and Dispatch the Invoice

Once the invoice is created, the workflow adds a line item and sends the invoice from Stripe.

1. Configure Add Invoice Line with URL https://api.stripe.com/v1/invoiceitems and Method POST.
2. Enable Send Query and set Authentication to predefinedCredentialType with Credential Type stripeApi.
3. Set query parameters: customer = {{ $('Generate Stripe Customer').last().json.id }}, amount = {{ $('Retrieve ClickUp Task').last().json.custom_fields[1].value *100 }}, description = Thanks for building the coolest automation with SaviFlow, currency = {{ $json.currency }}, invoice = {{ $json.id }}.
4. Credential Required: Connect your Stripe API credentials for Add Invoice Line.
5. In Dispatch Invoice, set URL to =https://api.stripe.com/v1/invoices/{{ $('Build Stripe Invoice').item.json.id }}/send and Method to POST.
6. Set Authentication to predefinedCredentialType with Credential Type stripeApi.
7. Credential Required: Connect your Stripe API credentials for Dispatch Invoice.

Step 5: Configure Team Notification Email

After the invoice is sent, Notify Team via Email informs your team with task and client details.

1. Set Send To to {{ $('Retrieve ClickUp Task').item.json.custom_fields[0].value }}.
2. Set Subject to New invoice has been sent.
3. Set Email Type to text.
4. Set Message to Hello Team,

A new invoice was dispatched to {{ $('Retrieve ClickUp Task').item.json.name }}.

View the task: https://app.clickup.com/t/{{ $('ClickUp Update Trigger').item.json.task_id }}.
5. Credential Required: Connect your Gmail OAuth2 credentials.

Step 6: Test and Activate Your Workflow

Validate the end-to-end flow from ClickUp to Stripe and email before turning it on.

1. Manually execute the workflow using a ClickUp task that transitions to send invoice status.
2. Confirm Retrieve ClickUp Task returns the expected custom fields for email recipient and invoice amount.
3. Verify Stripe creates a customer, invoice, adds line item, and sends the invoice after Dispatch Invoice.
4. Check that Notify Team via Email sends the notification email to the correct recipient.
5. When everything looks correct, toggle the workflow to Active for production use.