Billing, Invoicing & PaymentsPurpose
1.2. Automate multi-channel notifications (email, SMS, phone, webhook) to clients, accounts receivable, and managers.
1.3. Automate status tracking, overdue invoice reporting, and internal flagging to minimize manual intervention.
1.4. Strengthen cash flow management through automated reminders and escalations, reducing delays and administrative overhead.
1.5. Automate documentation of escalation actions for audit compliance and improved customer management.
Trigger Conditions
2.2. Customer response to initial reminder not received.
2.3. Automated payment status polling by billing system indicates overdue status.
2.4. Internal credit limits or risk thresholds exceeded.
2.5. Manual override triggers escalation (internal request).
Platform Variants
• Feature/Setting: Automatedly send overdue reminders/escalations via programmable SMS (API endpoint: /Messages), configure schedule via Flow API.
3.2. SendGrid
• Feature/Setting: Automate scheduled email reminders using Marketing Campaigns API or SMTP relay, template dynamic substitution for overdue invoice details.
3.3. Slack
• Feature/Setting: Post automated escalation alerts to finance channels via Slack Incoming Webhooks or chat.postMessage.
3.4. Microsoft Teams
• Feature/Setting: Automate escalation task creation in Teams using Graph API /teams/{team-id}/channels/{channel-id}/messages.
3.5. QuickBooks Online
• Feature/Setting: Automate invoice status check using API (GET /invoices), update invoice memo/notes for each escalation step.
3.6. Xero
• Feature/Setting: Automate overdue invoice polling via Accounting API (GET /Invoices), automate creation of follow-up notes.
3.7. Zoho Books
• Feature/Setting: Automate reminder emails via API (POST /invoices/{invoice_id}/email), automate escalation comment via API.
3.8. Salesforce
• Feature/Setting: Automate case/escalation creation via REST API (/services/data/vXX.0/sobjects/Case/), trigger workflows for overdue warnings.
3.9. HubSpot
• Feature/Setting: Automate follow-up and ticket escalation via Workflows (API: /crm/v3/objects/tickets).
3.10. Monday.com
• Feature/Setting: Automate task board updates for overdue invoices using GraphQL API (change_column_values and create_notification).
3.11. Zendesk
• Feature/Setting: Automate ticket creation or update for overdue payments via Support API (/api/v2/tickets).
3.12. Freshdesk
• Feature/Setting: Automate escalation ticket workflow via API (POST /api/v2/tickets, Update Ticket Fields).
3.13. Trello
• Feature/Setting: Automate overdue card (invoice) movement using API (PUT /1/cards/[idCard]/idList) for escalation lists.
3.14. Pipedrive
• Feature/Setting: Automate deal stage change to "Payment Overdue" using API (PUT /deals/{id}), automate activity creation.
3.15. Google Sheets
• Feature/Setting: Automate update of overdue status in spreadsheet via Sheets API (spreadsheets.values.update), trigger notifications.
3.16. Outlook
• Feature/Setting: Automate escalated email reminders using Microsoft Graph API (/me/sendMail), automated scheduling via calendar API.
3.17. Gmail
• Feature/Setting: Automate timed escalation emails using Gmail API (users.messages.send), label overdue threads.
3.18. DocuSign
• Feature/Setting: Automate sending of payment reminder documents via Envelopes API (POST /envelopes).
3.19. Stripe
• Feature/Setting: Automate check of payment status via API (GET /v1/invoices), automate failed payment webhook triggers.
3.20. PayPal
• Feature/Setting: Automate overdue transaction reminders using Invoicing API (POST /v2/invoicing/reminders), webhook for reminders/escalations.
Benefits
4.2. Automates multi-channel resolution for missed payments with minimum human effort.
4.3. Eliminates manual invoice monitoring, automating audit trails and transparency.
4.4. Automator reduces time spent by staff on follow-ups and repetitive tasks.
4.5. Escalates only relevant cases, automating prioritization and intervention for high-risk invoices, leading to efficient collection strategies.