Accounting and FinancePurpose
1.2. Ensures reduced accounts receivable cycles by automating recurring payment reminders.
1.3. Automatedly manages overdue and upcoming payment communications with minimal manual intervention.
1.4. Automates the entire dunning process, supporting credit control in wholesale cosmetics transactions.
1.5. Automator aids in cash flow management by sending automated reminders to suppliers and buyers based on invoice statuses.
Trigger Conditions
2.2. Overdue payments detected in accounting software or ERP.
2.3. Invoice creation event triggers a scheduled reminder sequence.
2.4. Automated triggers when payment status is set to “unpaid” or “partially paid”.
2.5. Custom trigger when recurring payments are missing or failed.
Platform variants
• Feature/Setting: Automate “Send Email” on trigger with dynamic recipient, template, subject, and body parameters.
3.2. Microsoft Outlook Graph API
• Feature/Setting: Automates “SendMail” endpoint with parameterized reminders and attachments.
3.3. SendGrid API
• Feature/Setting: Automatedly configure “Mail Send” for bulk personalized reminders using dynamic templates.
3.4. Mailgun HTTP API
• Feature/Setting: Automates POST /messages with payment reminder template, to, and trigger variables.
3.5. Amazon SES
• Feature/Setting: Automates SendEmail API with JSON body including subject, message, dynamic fields.
3.6. Twilio SendGrid
• Feature/Setting: Automates batch reminder dispatch with dynamic fields for contact and invoice data.
3.7. Zoho CRM/Books
• Feature/Setting: Automated reminder via “Send Reminder” finance module trigger.
3.8. QuickBooks Online
• Feature/Setting: Automate scheduled payment reminder email via “Send Payment Reminder” API.
3.9. Xero
• Feature/Setting: Automates payment reminder creation in Accounting/Invoices module.
3.10. FreshBooks
• Feature/Setting: Automator sets automatic reminders in "Payments" workflow; API triggers on due/overdue.
3.11. Sage One
• Feature/Setting: Automates invoice reminder dispatch using invoice Send API on trigger.
3.12. Wave Accounting
• Feature/Setting: Automates scheduled invoice reminders by connecting via API and calendar logic.
3.13. Salesforce
• Feature/Setting: Automates custom Flow to trigger “Send Email” based on payment fields.
3.14. HubSpot
• Feature/Setting: Automator triggers workflow to send email using Deals’ payment or invoice status.
3.15. SAP Business One
• Feature/Setting: Automates reminder emails using Service Layer API on overdue entries.
3.16. NetSuite
• Feature/Setting: Use SuiteScript/Workflow Automator for reminder emails triggered by payment events.
3.17. Odoo
• Feature/Setting: Automates “Send Reminder” action on account.invoice model, on state change.
3.18. Pabbly Connect
• Feature/Setting: Automates Gmail/SMTP module for scheduled payment reminder on trigger.
3.19. ActiveCampaign
• Feature/Setting: Automated email sequence triggered via tag or custom field update (payment due flag).
3.20. Monday.com
• Feature/Setting: Automates email notification using “Automations” logic tied to payment board items.
3.21. Trello Power-Ups
• Feature/Setting: Email automation Power-Up configured to send reminders based on card due dates.
3.22. Airtable Automations
• Feature/Setting: Email automation runs when invoice payment status field changes.
Benefits
4.2. Automated reminders minimize manual tracking, enhancing staff productivity.
4.3. Automating reminders improves buyer and supplier relations by ensuring clear, timely communication.
4.4. Automation improves cash flow, reduces write-offs, and provides a scalable solution.
4.5. The automator provides cross-platform integration with diverse financial systems and CRMs, increasing organizational efficiency.