Invoicing & PaymentsPurpose
1.2. Minimize manual follow-ups and improve cash flow tracking and client communication.
1.3. Ensure timely reminders for outstanding invoices and instant confirmations upon payment to reinforce trust.
1.4. Integrate notifications seamlessly across multiple channels: email, SMS, push notification, chat, or workflow tools.
Trigger Conditions
2.2. Scheduled cron checks for status change.
2.3. Webhook or event received from payment gateway upon transaction change.
2.4. Manual update by accounting user.
Platform Variants
• API: Send SMS (POST to /Messages) on status change.
• Sample: Configure phone number and message template with payment status merge fields.
3.2. SendGrid
• API: Send Email (POST /mail/send) triggered with new status.
• Sample: Set recipients, subject line dynamically pulling client/invoice info.
3.3. Mailgun
• API: Send message API (POST /messages) for status updates.
• Sample: From, To, Subject auto-filled from event payload.
3.4. Slack
• API: chat.postMessage to a channel/user on status update.
• Sample: Set channel, reference invoice number/status in text.
3.5. Microsoft Teams
• API: Incoming webhook with status payload.
• Sample: Send JSON card with invoice and client details.
3.6. Gmail API
• API: Users.messages.send for auto email status alerts.
• Sample: From, To, Subject with merged client/invoice info.
3.7. Outlook 365
• API: /sendMail endpoint to dispatch notifications.
• Sample: Auth with OAuth2, use templates triggered by payment events.
3.8. Stripe
• Webhook: Listen for invoice.paid, invoice.payment_failed, payment_intent.succeeded.
• Sample: Trigger custom notification on event.
3.9. QuickBooks Online
• API: Query Invoices endpoint for status change then trigger notification.
• Sample: Use webhooks or polling to automate.
3.10. Xero
• API: GET/Invoices/{InvoiceID}, POST to external notification service on change.
• Sample: Set up webhook callback URL in Xero’s app config.
3.11. Zoho Books
• API: On Invoice Status Change webhook, call custom endpoint.
• Sample: Automate SMS/email alert via external service.
3.12. PayPal
• IPN/webhook: Listen for payment status message.
• Sample: Invoke downstream platform notifications.
3.13. WhatsApp Business API
• API: Send status update messages to clients.
• Sample: Configure template and dynamic injection of status.
3.14. Telegram Bot API
• API: sendMessage to user/group on invoice status update.
• Sample: Chat ID and message format utilizing invoice data.
3.15. Facebook Messenger API
• API: Send real-time alert message via webhook event.
• Sample: Use recipient and message params with payment info.
3.16. HubSpot
• Workflow: Trigger email/SMS based on deal/invoice property change.
• Sample: Set property trigger on invoice status field.
3.17. FreshBooks
• API: Use Events endpoint to listen for invoice status changes.
• Sample: Forward event payload to notification endpoint.
3.18. Monday.com
• Automation: On column value change (invoice status), trigger integration.
• Sample: Push alert via webhook to SMS/Email system.
3.19. Salesforce
• Process Builder: On invoice status update field, trigger outbound message.
• Sample: Set up process to initiate alert email/SMS.
3.20. Zapier
• Trigger: On invoice status change from connected platform, run multi-channel alert.
• Sample: Connect trigger and action to distribute notifications to team/clients.
Benefits
4.2. Centralizes and documents status communications for audit trail.
4.3. Decreases manual labor for finance and client success teams.
4.4. Enhances client experience with timely, professional notifications.
4.5. Scalable for any volume of transactions or clients in airbrushing services.