Billing & PaymentsPurpose
1.2. Track client interactions, automate reminders, and record payment status, reducing manual billing effort.
1.3. Integrate client data, billing systems, messaging channels, and payment processors for a seamless flow covering invoice issuance through final payment.
Trigger Conditions
2.2. Payment not received after a specified period (e.g., 7 days).
2.3. Change in invoice or contact details.
2.4. Direct request for payment link from attorney or client.
Platform Variants
• Feature: Programmable Messaging – Send payment links via SMS.
• Sample Configuration: Use /Messages API with dynamic client number and payment URL.
3.2. SendGrid
• Feature: Transactional Email API – Email clients unique payment links.
• Sample Configuration: POST to /mail/send with template ID and attached link.
3.3. Stripe
• Feature: Payment Links API – Generate and manage payment links.
• Sample Configuration: POST to /v1/payment_links, auto-return link for dispatch.
3.4. PayPal
• Feature: Invoicing API – Auto-generate PayPal invoice and share payment link.
• Sample Configuration: POST to /v2/invoicing/invoices, extract href from response.
3.5. Zoho Books
• Feature: Sales Invoice API – Trigger custom payment email with link.
• Sample Configuration: POST to /invoices/{invoice_id}/email.
3.6. QuickBooks Online
• Feature: Invoice Send API – Dispatch invoice email with embedded payment link.
• Sample Configuration: POST to /v3/company/{company_id}/invoice/{invoice_id}/send.
3.7. Mailgun
• Feature: Email API – Send scheduled follow-up emails.
• Sample Configuration: POST to /messages with dynamic content.
3.8. WhatsApp Business Cloud API
• Feature: Message Send – WhatsApp delivery of payment links and reminders.
• Sample Configuration: POST to /v13.0/{phone_number_id}/messages with document URL.
3.9. Pabbly Connect
• Feature: Workflow automation – Trigger emails/SMS on billing events.
• Sample Configuration: Connect triggers to email/SMS modules.
3.10. Slack
• Feature: Incoming Webhooks – Notify internal teams of dispatched or overdue links.
• Sample Configuration: POST payload to /services/Txxxx/Bxxxx/xxxxxx.
3.11. HubSpot
• Feature: Workflows – Automated sequence to email clients based on deal stage.
• Sample Configuration: Use enrollment triggers for unpaid invoice.
3.12. Microsoft Outlook Graph API
• Feature: SendMail – Auto-email payment links.
• Sample Configuration: POST to /me/sendMail with message body/link.
3.13. Calendly
• Feature: Webhooks – Trigger on appointment, send pre-billing payment request.
• Sample Configuration: Forward invitee info to messaging integration.
3.14. Xero
• Feature: Invoice API – Email invoice with embedded payment link.
• Sample Configuration: POST to /api.xro/2.0/EmailInvoice.
3.15. Intercom
• Feature: Automated outbound messages to pending payments via chat/email.
• Sample Configuration: Set rule for billing status change.
3.16. Aircall
• Feature: Call webhook on new invoice, prompt agent to send link.
• Sample Configuration: POST contact and invoice data to call notes.
3.17. Google Sheets
• Feature: Track sent links/follow-up status, trigger automation via update.
• Sample Configuration: Use Sheets API to monitor column changes.
3.18. Salesforce
• Feature: Flow Automation – Dispatch link based on custom object/invoice.
• Sample Configuration: Configure Process Builder or Flow with conditions.
3.19. Outlook 365 Power Automate
• Feature: Automated email flows for payment links/reminders.
• Sample Configuration: Create flow triggered on SharePoint or invoice update.
3.20. ActiveCampaign
• Feature: Automation workflows – Email and SMS payment links and reminders.
• Sample Configuration: Use tag triggers or custom fields for automation.
Benefits
4.2. Frees staff from repetitive manual follow-up.
4.3. Centralizes communication and audit trails.
4.4. Reduces errors by standardizing payment link delivery and reminders.
4.5. Enables clients to pay quickly through preferred channels.