Customer Service & CommunicationPurpose
1. Ensure timely payments by sending automated, multi-channel reminders to customers for outstanding invoices or payment dues.
2. Reduce manual intervention and missed follow-ups, maintaining positive cash flow.
3. Improve customer communication by providing regular, accurate updates regarding payment status.
4. Allow real-time escalation or tracking of overdue accounts based on customized reminder logic.
Trigger Conditions
1. Invoice status changes to "unpaid" or "overdue" in accounting/ERP system.
2. Predetermined days before or after payment due date (e.g., 3 days before, 1 day after overdue).
3. Receipt of failed payment notification from payment processor.
4. Triggered by CRM update or customer interaction signaling high-risk payment.
5. Custom logic (amount, customer tier, region).
Platform Variants
1. Twilio SMS
- Feature: Programmable Messaging API.
- Setting: Configure webhook to send SMS using invoice data; sample API endpoint: POST /Messages.
2. SendGrid
- Feature: Transactional Email API.
- Setting: Use POST /mail/send to deliver templated reminder emails.
3. Slack
- Feature: Incoming Webhooks.
- Setting: Post reminders to sales/accounting channels for follow-up via webhook URL.
4. Microsoft Teams
- Feature: Teams Connector API.
- Setting: Send proactive messages to user/groups with payment details; configure via POST /v3/conversations.
5. Gmail
- Feature: Google Workspace API: Send Mail.
- Setting: Use "users.messages.send" endpoint for automated email reminders.
6. Outlook Office 365
- Feature: Microsoft Graph Mail API.
- Setting: Automate mail sending with "sendMail" action in /me/sendMail.
7. Salesforce
- Feature: Process Builder/Flows & Messaging API.
- Setting: Trigger reminder workflows from opportunity or invoice objects.
8. HubSpot
- Feature: Workflow Automation + Email API.
- Setting: Configure automated email sequences on payment status criteria.
9. Zoho Books
- Feature: Invoice reminders via API.
- Setting: Use "Remind Customer" POST /invoices/{invoice_id}/reminder.
10. QuickBooks Online
- Feature: Invoice and Customer APIs.
- Setting: Use invoice and customer endpoints to fetch and trigger reminders.
11. Stripe
- Feature: Billing API + Webhooks.
- Setting: Listen to invoice events for status "due/overdue" triggering alerts.
12. Xero
- Feature: Invoice API + Reminders.
- Setting: Use GET /invoices & POST /emails for due reminders.
13. Mailchimp
- Feature: Transactional Email API.
- Setting: POST /messages/send-template for templated payment reminders.
14. WhatsApp Business API
- Feature: Send message endpoint.
- Setting: POST /v1/messages with due reminders, customer number.
15. Telegram
- Feature: Bot API: sendMessage.
- Setting: Configure payment warning via POST /bot/sendMessage.
16. Mattermost
- Feature: Incoming Webhook.
- Setting: Alert finance teams with reminder post.
17. Facebook Messenger
- Feature: Messenger Send API.
- Setting: POST /me/messages with due payment alert.
18. SAP
- Feature: SAP Cloud Platform Workflow API.
- Setting: Trigger notification on overdue invoices.
19. Oracle NetSuite
- Feature: SuiteScript/REST API.
- Setting: Program reminders based on saved search of open invoices.
20. Monday.com
- Feature: Automations + Emails/Notifications API.
- Setting: IF invoice status overdue THEN send email/notification using board automation.
21. Freshbooks
- Feature: Reminders API.
- Setting: POST /reminders/client/send.
22. Intercom
- Feature: Message Automation API.
- Setting: Send in-app or email reminder messages on overdue triggers.
Benefits
1. Eliminates manual tracking and follow-up workload.
2. Increases percentage of on-time payments and reduces bad debt.
3. Enhances customer experience with clear, timely communication.
4. Customizes communication channel to client preference, boosting response rates.
5. Provides comprehensive audit trail for finance and CRM analysis.