Payment reminders and follow-up messages

Purpose

1.1. Automate payment reminders and follow-up messages to reduce overdue invoices and enhance financial efficiency.
1.2. Automating communications with clients for outstanding payments streamlines follow-up processes for the radiator repair service sector.
1.3. Supports compliance, maximizes cash flow, and improves client accountability through systematic and automated financial messaging.
1.4. Enables administrative staff to focus on higher-value activities by minimizing manual chasing of payments.

Trigger Conditions

2.1. Invoice status changes to ‘unpaid’ after a set period (e.g., 7 days post-issue).
2.2. Automated scheduler for regular checking of overdue accounts.
2.3. Payment status update in financial or CRM system.
2.4. New invoice generation with due date assigned.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS reminders via SendMessage API; configure workflow with recipient, invoice details, and delay trigger.
3.2. SendGrid Email API
• Feature/Setting: Automated email reminders; set template IDs and event webhooks for delivery confirmation.
3.3. Slack (Bot User OAuth Token)
• Feature/Setting: Automate direct messages to staff for manual follow-up via chat.postMessage endpoint.
3.4. Microsoft Teams (Graph API)
• Feature/Setting: Automated team channel reminder threads utilizing /team/sendActivity API.
3.5. Gmail API
• Feature/Setting: Automatically send templated emails via Users.messages.send endpoint; set label for accounting.
3.6. Outlook 365 Mail
• Feature/Setting: Automated recurring payment emails using /sendMail Graph API endpoint.
3.7. WhatsApp Business API
• Feature/Setting: Send automated WhatsApp payment prompts using /messages endpoint.
3.8. HubSpot Workflows
• Feature/Setting: Triggered reminders using workflow automations linked to deal/invoice status.
3.9. Salesforce Process Builder
• Feature/Setting: Automate follow-up tasks or alerts based on Invoice Object update.
3.10. Zoho CRM Automation
• Feature/Setting: Workflow rule for invoice module triggers SMS or emails via Zoho Deluge code.
3.11. Xero API
• Feature/Setting: Automatedly send invoice reminder emails using /Reminders endpoint; map to overdue status.
3.12. QuickBooks Online API
• Feature/Setting: Automate reminders using sendPaymentReminder endpoint upon invoice aging.
3.13. FreshBooks Automations
• Feature/Setting: Triggers automated reminder emails via Event Notifications.
3.14. Pabbly Connect
• Feature/Setting: Multi-channel reminder workflows using Trigger and Action steps with Webhooks.
3.15. ActiveCampaign Automations
• Feature/Setting: Automate follow-ups using Deals pipeline automation and email sequencing.
3.16. Mailgun Messages API
• Feature/Setting: Automated email reminders through Programmable Routes and Templates.
3.17. Intercom Messaging
• Feature/Setting: Automated in-app messages or emails based on overdue invoice event.
3.18. PagerDuty Notifications API
• Feature/Setting: Automate escalation SMS/email to finance admin using Events API.
3.19. Pipefy Automations
• Feature/Setting: Automated card creation for overdue payments and send messages via Integrations.
3.20. Monday.com Automations
• Feature/Setting: Trigger automated email/SMS reminders based on item status change automation recipes.

Benefits

4.1. Automates repetitive admin work, reducing manual intervention and human error.
4.2. Automatedly improves cash flow with timely reminders and higher payment rates.
4.3. Enhances customer relationship by providing consistent, professional reminders.
4.4. Accelerates follow-up speed and ensures every invoice receivable is tracked automatically.
4.5. low-touch automation allows scaling without increasing headcount for the radiator repair corporate sector.