Customer Relationship & SalesPurpose
1.2. Ensure customers receive up-to-date transaction summaries, outstanding balances, and recent payments.
1.3. Strengthen transparency and trust with clients through consistent, professional communication.
1.4. Decrease staff workload by eliminating manual statement compilation and dispatch.
1.5. Support payment tracking, dispute resolution, audit logs, and compliance requirements.
Trigger Conditions
2.2. Upon update to customer ledger or balance.
2.3. Manual override for ad-hoc statement requests.
2.4. Triggered by finance system reconciliation or end-of-period close.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API – Send statements as SMS or attach PDF links via `messages.create()`
• Sample Config: Schedule POST with account statement content or downloadable link to customer’s number
3.2. SendGrid
• Feature/Setting: Transactional Email API – Use `/mail/send` endpoint with dynamic attachment
• Sample Config: Compose email template and schedule send with PDF account statement
3.3. Gmail API
• Feature/Setting: `users.messages.send` – Sends statement PDF from company email
• Sample Config: OAuth-authenticate, encode statement, specify `to`, attach document
3.4. Outlook (Microsoft Graph API)
• Feature/Setting: `sendMail` function to automate dispatch from internal mailboxes
• Sample Config: Craft structured summary and attach PDF, invoked programmatically
3.5. Slack
• Feature/Setting: Webhook or `chat.postMessage` to notify business clients using Slack
• Sample Config: Scheduled statement message in private channel or direct message
3.6. WhatsApp Business API
• Feature/Setting: Send media message type with PDF attachment via `/v1/messages`
• Sample Config: Automate sending statements to verified client numbers
3.7. Salesforce
• Feature/Setting: Workflow rules + Apex email service to send statement on scheduled basis
• Sample Config: Trigger email based on schedule or custom event in CRM
3.8. Zoho CRM
• Feature/Setting: Workflow + Email templates to dispatch account statements
• Sample Config: Auto-email with attached or embedded statement to contact list
3.9. QuickBooks Online API
• Feature/Setting: `Invoice` and `Send` API for scheduled statement dispatch
• Sample Config: Auto-generate and email transaction summary to customers
3.10. Xero
• Feature/Setting: Reports API to pull statements, Email API for automated dispatch
• Sample Config: Schedule recurring statement extraction and send via registered contacts
3.11. Dropbox API
• Feature/Setting: Upload API to share statement files as links
• Sample Config: Upload and create shareable link to file, send link via selected channel
3.12. Google Drive API
• Feature/Setting: Automated document upload and permission sharing
• Sample Config: Generate statement, upload to Drive, share with customer email
3.13. Pipedrive
• Feature/Setting: Workflow Automation + Activity Scheduler for statement reminders
• Sample Config: Set workflow to trigger after invoice issue or period close
3.14. Mailgun
• Feature/Setting: `messages` endpoint for bulk or scheduled statement emails
• Sample Config: Attach statement and set delivery schedule
3.15. HubSpot
• Feature/Setting: Workflow automation for statement dispatch
• Sample Config: Set up recurring email sequences with custom attachments
3.16. Odoo
• Feature/Setting: Automated Actions + Email Templates for customer statements
• Sample Config: Schedule periodic actions tied to customer group
3.17. SAP Business One
• Feature/Setting: Scheduled output on Account Reports, integrated email dispatch
• Sample Config: Configure recurring jobs for customer statement generation
3.18. Microsoft Power Automate
• Feature/Setting: Scheduled Flow with Outlook or Teams connector
• Sample Config: Recurring trigger, generate statement and send via preferred channel
3.19. Amazon SES
• Feature/Setting: Programmatic `SendRawEmail` for statement delivery
• Sample Config: Compose and dispatch formatted account statement with attachment
3.20. Freshbooks
• Feature/Setting: Automated recurring invoices + messaging
• Sample Config: Set schedule, select customer, enable statement send-out
3.21. Monday.com
• Feature/Setting: Automation recipes for reminders and file sharing
• Sample Config: Schedule statement reminder, send link or attach file via pulse
3.22. Intercom
• Feature/Setting: Automated message campaign with file attachment
• Sample Config: Define customer segment and schedule message with statement PDF
Benefits
4.2. Reduce operational errors and manual effort for finance and sales teams.
4.3. Accelerate collections by reminding clients of balances and due amounts.
4.4. Enable precise tracking of communication history with automated logs.
4.5. Minimize disputes through consistent and accurate reporting.
4.6. Support scale as customer base grows, without linearly increasing admin workload.