Financial & Administrative ProcessesPurpose
1.2. Reduce manual intervention by automating payment reminders and invoice chasing through digital communication, ensuring faster and more consistent collections.
1.3. Automator handles cross-channel notifications (email, SMS, WhatsApp, phone) and payment confirmation, streamlining accounts receivable.
1.4. Ensure compliance with business policies for payment timelines via customized, automated templates and escalation rules (e.g., final demand, late fees).
Trigger Conditions
2.2. Trigger on invoice status change (e.g., "sent" with status unpaid after X days).
2.3. Trigger after failed payment attempts or unresponsive clients post-reminder.
2.4. Automatedly trigger after scheduled intervals (e.g., 3, 7, 14 days overdue).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS reminders via Twilio API — Configure Message SID, Recipient Number, and Body Template.
3.2. SendGrid
• Feature/Setting: Automate email reminders via SendGrid API — Set up Dynamic Transactional Templates, Scheduled Sends, and Personalization fields.
3.3. Slack
• Feature/Setting: Automated notification to finance/admin Slack channels via Incoming Webhook URL with invoice details.
3.4. Zapier
• Feature/Setting: Multi-platform automator workflow linking invoicing tool to messaging/email by configuring Zaps for overdue invoice triggers.
3.5. Salesforce
• Feature/Setting: Process Builder or Flow automation for invoice chasing and auto task creation for manual escalation.
3.6. QuickBooks Online
• Feature/Setting: Automated Reminders via Invoice Settings, enable Recurring Emails for unpaid invoices.
3.7. Xero
• Feature/Setting: Automated Invoice Reminder Settings, schedule up to five automated notifications per invoice.
3.8. FreshBooks
• Feature/Setting: Automated Late Payment Reminders; set up recurring email chases for late payers.
3.9. HubSpot
• Feature/Setting: Workflow Automation to send templated sequences based on invoice-status property.
3.10. Microsoft Power Automate
• Feature/Setting: Automate triggers for overdue invoice events, connect to Outlook, Teams, or SMS for reminders.
3.11. Gmail
• Feature/Setting: Automated scheduled email sends through Gmail API using draft templating and trigger logic.
3.12. Outlook
• Feature/Setting: Automated follow-up scheduling with actionable message cards and categories for overdue invoices.
3.13. Stripe
• Feature/Setting: Automated payment reminders and dunning emails; configure via Customer Portal settings.
3.14. PayPal
• Feature/Setting: Reminders via Invoicing API; enable and customize automated follow-up emails for unpaid invoices.
3.15. WhatsApp Business API
• Feature/Setting: Automate payment reminders as WhatsApp messages, template via API, configure recipient and message payloads.
3.16. Zoho Books
• Feature/Setting: Automated Payment Reminders, configure workflow with escalation levels and custom templates.
3.17. Monday.com
• Feature/Setting: Automate notification items for overdue tasks based on invoice delivery dates and payment status.
3.18. Pabbly Connect
• Feature/Setting: Automates multi-app workflows linking invoice tools to communication channels; configure trigger paths for overdue balances.
3.19. Intercom
• Feature/Setting: Automated live chat or email invoice chases triggered by CRM status or inactivity.
3.20. Mailgun
• Feature/Setting: Automated transactional email reminders; configure batch API calls for monthly or custom frequency reminders.
Benefits
4.2. Automation ensures clients receive timely, persistent reminders, improving cash flow reliability.
4.3. Automator system eliminates human error and inconsistent follow-up.
4.4. Automating administrative workload frees up staff for value-added floral business tasks.
4.5. Automated escalation and multi-channel workflow ensure no missed opportunities to collect outstanding balances for flower delivery businesses.