Billing, Invoicing & PaymentsPurpose
1.2. Automator reduces manual tracking, ensures timely client follow-up, and improves cash flow.
1.3. Automation covers SMS, email, phone calls, or app-based notifications per due dates.
1.4. Automate escalations for overdue payments, enforcing reminders at escalating intervals.
Trigger Conditions
2.2. Automated reminder triggers if payment status is ‘unpaid’ or ‘partially paid’.
2.3. Automating triggers by custom timeframes (e.g., 3, 7, 14 days post-due date).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API automates message dispatch based on invoice status.
• Sample: Configure webhook to send SMS via Twilio’s /Messages endpoint.
3.2. SendGrid
• Feature/Setting: Email API automates reminder emails upon due/overdue status.
• Sample: Set up automated templates triggered by API call to /mail/send.
3.3. Slack
• Feature/Setting: Chatbot or webhook automates internal alerts for unpaid invoices.
• Sample: Use Incoming Webhooks to post automated messages to finance channels.
3.4. Gmail API
• Feature/Setting: Automatedly sends reminder emails using drafts or templates.
• Sample: Schedule automated Gmail API calls for pending payment reminders.
3.5. Outlook 365
• Feature/Setting: Automate sending reminders using Microsoft Graph API.
• Sample: Configure automated message via /me/sendMail endpoint.
3.6. WhatsApp Business API
• Feature/Setting: Automates WhatsApp message reminders.
• Sample: Automate messaging through /messages endpoint per client.
3.7. Zapier
• Feature/Setting: Automates workflow between invoicing apps and communicators.
• Sample: Trigger “Send Message” action when invoice status is updated.
3.8. QuickBooks Online
• Feature/Setting: Automation for due date reminders via automated emails.
• Sample: Enable auto reminders or trigger via /send endpoint.
3.9. Xero
• Feature/Setting: Automates overdue invoice alerts with Xero API.
• Sample: Automator pulls overdue invoices and triggers reminder workflow.
3.10. Stripe
• Feature/Setting: Automated reminder emails for overdue payments through Billing API.
• Sample: Automate reminders via /v1/invoices/{id}/send.
3.11. HubSpot
• Feature/Setting: Workflow automation for payment reminders via email sequences.
• Sample: Automated pipeline sends reminders based on deal status.
3.12. Zoho Books
• Feature/Setting: Automates email reminder setup using Zoho CRM/Books APIs.
• Sample: Configure reminder settings or API triggers for each invoice.
3.13. Pabbly
• Feature/Setting: Workflow automation automates reminders via SMS, WhatsApp, or email.
• Sample: Setup triggers based on due date in Pabbly Connect.
3.14. Salesforce
• Feature/Setting: Process Builder and Flow Builder automate scheduled reminders.
• Sample: Configure auto-reminders using declarative flows.
3.15. Microsoft Power Automate
• Feature/Setting: Automates reminders using scheduled flows triggered by invoice data.
• Sample: Create flow to email/SMS client on due date.
3.16. FreshBooks
• Feature/Setting: Automatically sends overdue payment alerts to clients.
• Sample: Activate auto-reminder in invoice workflow settings.
3.17. Mailgun
• Feature/Setting: Automator for transactional reminder emails.
• Sample: Send automated emails using Mailgun’s /messages API.
3.18. ActiveCampaign
• Feature/Setting: Email automation sequences for pending payments.
• Sample: Set automated workflows based on CRM invoice triggers.
3.19. Telesign
• Feature/Setting: Automate SMS/call reminders with Telesign SMS API.
• Sample: Set up API triggers for automated reminders.
3.20. Zoho CRM
• Feature/Setting: Automates client follow-ups via built-in workflow rules and reminders.
• Sample: Use workflow automation based on invoice due fields.
3.21. Google Calendar
• Feature/Setting: Automates event creation for reminders to account reps or team.
• Sample: Create calendar invites via API for overdue payment follow-up.
3.22. RingCentral
• Feature/Setting: Automates calls or SMS for payment reminders.
• Sample: Use RingCentral API to trigger automated reminders.
3.23. Gupshup
• Feature/Setting: Automates WhatsApp/SMS billing reminders using messaging API.
• Sample: Configure API for scheduled automated reminders.
3.24. Intercom
• Feature/Setting: Automated messages and chat reminders to clients.
• Sample: Use message automation based on payment status updates.
Benefits
4.2. Minimizes manual errors and repetitive admin tasks in billing and payment processes.
4.3. Streamlines client communication, supporting faster payment cycles with automation.
4.4. Increases staff focus on high-value tasks by automating payment reminder routines.
4.5. Automator boosts customer experience through timely, professional, and automated communication.