Payment chase/reminder workflows

Purpose

1.1. Automate collection of overdue or upcoming payments from members, sponsors, or clients of an equestrian club via sequences of timely, personalized reminders across multiple channels.
1.2. Automates communications to reduce administrative workload and manual follow-up related to event fees, membership renewals, lesson charges, or facility bookings.
1.3. Streamlines, standardizes, and enhances member experience with clear, professional financial correspondence using automation for escalation and reporting.
1.4. Enables automated logging, compliance archiving, and reporting of payment reminders for financial transparency and reconciliation.

Trigger Conditions

2.1. Invoice overdue by specified days (e.g., 1/3/7 days past due).
2.2. Upcoming payments due in X days (pre-reminder 3–5–7 days prior).
2.3. Failed automatic payment attempt detection via payment gateway API.
2.4. New member onboarding with scheduled payment plan using automator workflows.
2.5. Manual trigger for bespoke reminders via admin portal.

Platform Variants

3.1. Twilio
• Feature/Setting: SMS API — Automate outbound SMS reminders via POST to Twilio's Message resource. Configure messaging service ID and set up webhooks for status updates.

3.2. SendGrid
• Feature/Setting: Transactional Email API — Automate reminder emails using dynamic templates and the Send Mail endpoint, merging member-specific invoice data.

3.3. Stripe
• Feature/Setting: Payment Intents API + Webhooks — Automatedly detect failed/overdue payments, trigger reminder emails/SMS via webhook event "invoice.payment_failed".

3.4. PayPal
• Feature/Setting: Invoicing API — Automate sending reminders for unpaid invoices, configuring recipient email and follow-up cadence in the API payload.

3.5. Salesforce
• Feature/Setting: Flows & Process Builder — Automates reminder task creation and trigger email/SMS using workflow rules on opportunity or invoice objects.

3.6. HubSpot
• Feature/Setting: Workflows — Automate multi-channel reminders based on custom deal or invoice stages using Workflow Triggers and Email/SMS integrations.

3.7. Zoho Books
• Feature/Setting: Workflow Automation + Reminders API — Automate schedule for outstanding invoice reminders, custom template configuration available.

3.8. Xero
• Feature/Setting: Invoice Reminders Automation — Enable and configure automated reminders for unpaid invoices at preset intervals via Xero API.

3.9. QuickBooks Online
• Feature/Setting: Automated Payment Reminders — Set rule-based reminder scheduling for unpaid invoices; configure templates with the API.

3.10. Slack
• Feature/Setting: Incoming Webhooks — Automate internal reminders/notifications for staff follow-ups on payments via webhook message automation.

3.11. Google Calendar
• Feature/Setting: Calendar Events API — Automate scheduling payment due follow-ups directly to club admin calendars using event insertion.

3.12. Zapier
• Feature/Setting: Multi-step Zaps — Configure automated email/SMS reminders based on triggers from Google Sheets, payment gateways, or CRMs.

3.13. Mailgun
• Feature/Setting: Messages API — Automate sending branded email reminders and handle delivery events programmatically.

3.14. Airtable
• Feature/Setting: Automations — Use Airtable triggers (date, status) to automate send of payment reminder emails or integrate with messaging tools.

3.15. FreshBooks
• Feature/Setting: Automatic Reminders — Automate sending standard or custom reminders for overdue invoices via UI or API call.

3.16. Pipedrive
• Feature/Setting: Workflow Automation — Automates follow-up activities and reminders for deals stuck in "payment pending" stages.

3.17. ActiveCampaign
• Feature/Setting: Automations — Use triggers (tag, date reached) to automate sending payment reminders via email or SMS.

3.18. Microsoft Power Automate
• Feature/Setting: Scheduled Flows — Automate recurring payment checks and launch reminders via Outlook, Teams, or SMS connectors.

3.19. Monday.com
• Feature/Setting: Automations — Automates reminders for financial boards based on pending payment status updates.

3.20. WhatsApp Business API
• Feature/Setting: Messaging API — Automate sending transactional payment reminders via templated WhatsApp messages using session or template message endpoints.

3.21. ClickSend
• Feature/Setting: SMS API — Automate reminders using scheduled or triggered SMS campaigns for overdue payment lists.

3.22. Intercom
• Feature/Setting: Message Automation — Automate in-app or email reminders based on user attributes and custom event triggers.

3.23. OneSignal
• Feature/Setting: Push Notification API — Automate mobile or web push reminder notifications for payment and renewal events.

Benefits

4.1. Automates reduction of human error and missed follow-ups for all equestrian club dues.
4.2. Drives timely member payments and minimizes revenue leakage using automated and multi-channel approach.
4.3. Ensures consistent, professional, auditable communications for financial processes through automation.
4.4. Frees up staff for higher-value activities by automating repetitive reminder workflows.
4.5. Improves club-customer relationships via personalized, scheduled, and easily scalable automated reminders.