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Add QuickBooks + ClickUp Automation Steps for Lovable Funnel Payments

Complex in progress ·ClickUp: in progress ·Open in ClickUp ↗ ·Updated 2026-09-17
What this task isPayments from Lovable/React funnels (Vercel + Authorize.net) bypass GHL entirely, so QuickBooks and ClickUp never receive them. Needs architectural design: map the existing webhook path, identify gaps, then build or extend automation steps to push payments into both downstream systems.
The Request

Problem Payments processed through Authorize.net via the Lovable/React funnels (now hosted on Vercel) are not flowing into QuickBooks or ClickUp. They bypass GHL/Scaling Engine entirely, so there's no existing automation to push them downstream.

Example: Josiah Thomson (josiah.thomson02@gmail.com) paid $97 for Closing Roadmap and $297 for Objections Pro Kit on 8/25. Neither transaction appeared in SE or QuickBooks. Chris Thokey flagged it, Mich confirmed she can't find them in either system. What's Needed Build automation steps that: Push Authorize.net payments from Lovable funnels into QuickBooks Create/update corresponding records in ClickUp

The best starting point is the existing fulfillment workflow: https://app.scalingengine.com/v2/location/dTYhTEq6MOhUBvzfpCyp/automation/workflow/113adeac-efc5-43cd-8b8f-1c38b9156b18/status

Also reference the bootcamp payment workflows as the closest existing automation pattern for how we handle this elsewhere. Identify which specific steps need to be replicated or adapted for the Lovable funnels. Context GHL Embed Strategy doc for architecture context: Payments flow through Supabase Edge Functions + Authorize.net, then webhook to GHL, but the QuickBooks and ClickUp legs are missing

Due 2026-09-14

Build Plan

Not planned yet.

Accomplishment Report

Not built yet.

Compiled by Dispa · Top Rep Training