Payment & BillingPurpose
1.2. Automatically dispatch reminders and overdue notices via multi-channel communication.
1.3. Escalate follow-ups with personalized content and track engagement.
1.4. Sync payment statuses with internal ERP and CRM systems to ensure visibility for staff.
1.5. Reduce manual workload, prevent missed payments, and improve cash flow reliability.
Trigger Conditions
2.2. Partial payments registered but pending balance remains overdue.
2.3. Payment failed notifications received from payment processor.
2.4. Upcoming due dates (e.g., 3 days before and on the day of due) for preemptive reminders.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API — Configure trigger on payment overdue, set message body, recipient’s phone, and schedule retry.
3.2. SendGrid
• Feature/Setting: Mail Send API — Connect to billing software, send dynamic templated emails to overdue customers.
3.3. Slack
• Feature/Setting: Incoming Webhooks — Post overdue notice alerts to the finance or sales team channel when follow-up sent.
3.4. Salesforce
• Feature/Setting: Process Builder — Monitor opportunity stage or invoice object, launch email/SMS task on overdue status.
3.5. Zoho CRM
• Feature/Setting: Workflow Rules — Automate overdue reminder emails/SMS via Zoho CRM Mail and partner SMS integrations.
3.6. HubSpot
• Feature/Setting: Workflow Automation — Auto-enroll contacts into payment follow-up sequences, update deal stages.
3.7. QuickBooks Online
• Feature/Setting: Invoice API — Poll invoices, trigger reminders on overdue status, log sent communications.
3.8. Xero
• Feature/Setting: Invoice Reminders — Set up automatic reminder schedules via Xero’s settings for recurring or one-time invoices.
3.9. Stripe
• Feature/Setting: Billing Webhooks — Detect missed payments, trigger custom webhook to notification system or CRM.
3.10. FreshBooks
• Feature/Setting: Automated Late Payment Reminders — Activate per client, customize frequency and content.
3.11. Pipedrive
• Feature/Setting: Automations — Watch invoice or deal status, create activities or email reminders on overdue triggers.
3.12. Gmail
• Feature/Setting: Gmail API or Scheduled Send — Draft and time-schedule personalized follow-up emails.
3.13. Microsoft Outlook (Office 365)
• Feature/Setting: Power Automate Flows — Automatically send overdue email notices and staff alerts.
3.14. Monday.com
• Feature/Setting: Automations — Setup “when payment due” triggers, send reminders, assign tasks to relevant staff.
3.15. Google Sheets
• Feature/Setting: App Script Trigger — On overdue row update, dispatch email/SMS using integrated services.
3.16. PayPal
• Feature/Setting: IPN (Instant Payment Notification) or Invoicing API — Send webhook on failed payment, trigger connected comms.
3.17. Trello
• Feature/Setting: Butler Automation — Add overdue cards to follow-up list, trigger emails/SMS via integrations.
3.18. Intercom
• Feature/Setting: Message Automation — Send proactive in-app messages or emails based on billing activity.
3.19. Zendesk
• Feature/Setting: Triggers — Create tickets, notify support on overdue cases, send mass reminders from ticket updates.
3.20. Mailchimp
• Feature/Setting: Email Automation — Enroll overdue clients in a targeted drip reminder campaign.
3.21. WhatsApp Business API
• Feature/Setting: Template Message Send — Dispatch pre-approved payment reminder templates via API.
3.22. DocuSign
• Feature/Setting: Connect/Envelopes: Auto-remind signers about overdue contracts, payment authorizations.
3.23. SMSGlobal
• Feature/Setting: HTTP API — Schedule and send SMS reminders with payment links upon trigger.
3.24. WooCommerce
• Feature/Setting: Follow-Up Emails Extension — Automate reminders based on order status and payment due.
Benefits
4.2. Minimizes manual staff intervention and error rates.
4.3. Accelerates payment cycles, improving cash flow.
4.4. Heightens transparency for staff via admin notifications and CRM updates.
4.5. Builds professional client relationships through consistent, branded communications.
4.6. Supports escalation with flexible, trackable workflows.