Automated payment reminders and follow-ups

Purpose

1. Automates the process of sending timely, scheduled payment reminders and follow-ups to clients who have outstanding invoices.

2. Automated reminders help excavating contractors maintain steady cash flow, minimize overdue payments, and reduce manual follow-up labor.

3. Automating payment communications improves client compliance and reduces administrative costs by automating workflows.

4. Ensures no invoice is forgotten and automates all stages: from initial reminder to escalated follow-ups for overdue accounts.

Trigger Conditions

1. Automate triggers upon invoice creation with specific due dates.

2. Triggers activate X days before, on, and after due date, based on the payment status.

3. Triggered by real-time payment updates, customer interactions, or lack of response within configured time windows.

4. Automating payment status changes via API integration with accounting or ERP software.

Platform Variants

1. QuickBooks Online API

• Feature/Setting: Automate scheduled reminders with the "Send Payment Reminder" endpoint, filtered by invoice status.
  

2. Xero API

• Feature/Setting: Automates reminder rules in "Invoices" API, setting before/after due reminders and escalation logic.
  

3. FreshBooks API

• Feature/Setting: Configure automated email reminders in the "Invoice Reminders" options, customizing templates per client group.
  

4. Stripe API

• Feature/Setting: Uses "Invoice.upcoming" and "Invoice.payment_failed" webhooks to automate multi-step reminder sequences.
  

5. PayPal Invoicing API

• Feature/Setting: Automates payment follow-up using "RemindInvoice" function for outstanding invoices.
  

6. Zoho Books API

• Feature/Setting: Automator sets up scheduled "Payment Reminder" automation per contact and due date logic.
  

7. Microsoft Outlook API

• Feature/Setting: Automates calendar-based reminders with "Events" API and automated follow-up emails in shared inboxes.
  

8. Gmail API

• Feature/Setting: Automated sending and tracking of payment reminders using Labels and the "Users.messages.send" function.
  

9. SendGrid API

• Feature/Setting: Utilizes "Transactional Email" automation with custom triggers and scheduled follow-up templates.
  

10. Twilio SMS API

• Feature/Setting: Automated SMS reminders deployed with "Messages.create", filtered on overdue invoices.
  

11. WhatsApp Business API

• Feature/Setting: Automated payment messaging using "messages" endpoint with templated reminders on overdue status.
  

12. Slack API

• Feature/Setting: Automated internal reminders in channels using "chat.postMessage" for management on follow-ups.
  

13. HubSpot Workflows

• Feature/Setting: Automated workflow triggers and sequences for payment reminders via CRM contact property changes.
  

14. Salesforce Flows

• Feature/Setting: Automates scheduled actions using Salesforce "Process Builder" and "Flow" for payment follow-ups.
  

15. Mailgun API

• Feature/Setting: Scheduled, automated email reminders using "Messages" API, linked to payment delays.
  

16. ActiveCampaign Automations

• Feature/Setting: Uses automation builder for trigger-based payment reminder emails and sequences.
  

17. Monday.com Automations

• Feature/Setting: Automates reminders with “Automations Center” on due dates in finance boards.
  

18. Trello API

• Feature/Setting: Uses "Actions" API to automate card creation for overdue payments and notification to responsible staff.
  

19. Google Calendar API

• Feature/Setting: Automates event creation for follow-ups and payment tasks when invoices are overdue.
  

20. Zapier Platform

• Feature/Setting: Automates multi-platform reminders using “Zaps” connecting accounting, email, and communication services.
  

21. Pabbly Connect

• Feature/Setting: Automator creates automated workflows linking accounting software and communication tools for reminders.
  

22. Intercom API

• Feature/Setting: Automates targeted payment notifications via "Messages" endpoints when invoices hit trigger states.
  

Benefits

1. Automated reminder systems dramatically reduce overdue payments for excavating contractors.

2. Automator improves team productivity by minimizing manual follow-up.

3. Automatedly boosts cashflow stability for construction businesses by ensuring clients pay on time.

4. Automation eliminates human error in payment communication, increasing professional reputation.

5. Automating escalations and custom schedules adapts to diverse client behaviors.

6. Automates audit trails for compliance and recordkeeping in accounting.

7. Automatable integration with multiple channels maximizes client reach and engagement.

8. Automating allows focus on core business, not admin tasks.