Payment & Invoicing**Purpose**
1.2. Automatedly reduce administrative effort by scheduling reminders, escalation, and retry logic for incomplete payments.
1.3. Automator notifies students, tracks settlement, performs invoice updates, and escalates unresolved cases.
1.4. Enhances cash flow, minimizes payment delays, and integrates automating procedures in the arts education sector.
**Trigger Conditions**
2.2. Scheduled automation checks for overdue invoices after preset intervals (e.g., 1 day, 3 days, 7 days).
2.3. Manual flag from finance or CRM team triggers automator to initiate follow-up sequence.
2.4. Status webhooks or API callbacks from gateways like Stripe/PayPal automate notifications instantly.
**Platform Variants**
• Feature/Setting: Use the “payment_intent.payment_failed” webhook to automate notifications.
3.2. PayPal
• Feature/Setting: Configure “PAYMENT.SALE.DENIED” REST API webhook for automating follow-ups.
3.3. Square
• Feature/Setting: Enable "payment.failed" event webhook for automated notification flows.
3.4. QuickBooks Online
• Feature/Setting: Automate “invoice overdue” triggers to send email reminders via API.
3.5. Xero
• Feature/Setting: Use “GET Invoices” API with status filter; automate reminders for failed payments.
3.6. Zoho Books
• Feature/Setting: Enable recurring payment failure alerts using “Failed payment” webhook.
3.7. WooCommerce
• Feature/Setting: Use “woocommerce_order_status_failed” hook to launch follow-up automation.
3.8. Shopify
• Feature/Setting: Automate on “orders/paid” webhook with payment failure filter for notifications.
3.9. Slack
• Feature/Setting: Use Incoming Webhooks for sending automated alerts to teaching/admin staff.
3.10. Gmail
• Feature/Setting: Automate draft/scheduled emails triggered via failed payment status in CRM.
3.11. Microsoft Outlook
• Feature/Setting: Use Microsoft Graph API to automate follow-up emails and event reminders.
3.12. SendGrid
• Feature/Setting: Automate sending transactional email using “Mail Send” API endpoint.
3.13. Twilio SMS
• Feature/Setting: Using Programmable SMS API, automate sending of SMS reminders to students.
3.14. WhatsApp Business API
• Feature/Setting: Automate template-based messages for payment failures to students.
3.15. Mailchimp
• Feature/Setting: Automate follow-up campaigns triggered by failed payment segment in audience.
3.16. Salesforce
• Feature/Setting: Automate with Process Builder or Flow Builder on failed payment fields.
3.17. HubSpot
• Feature/Setting: Automate workflows to send notification emails for failed invoices.
3.18. Monday.com
• Feature/Setting: Automate item/status update when “payment received” fails; notify via board.
3.19. Notion
• Feature/Setting: Automate database update and reminder notifications for failed invoices.
3.20. FreshBooks
• Feature/Setting: Automate reminders via failed payment notification setting in API.
3.21. Pabbly Subscriptions
• Feature/Setting: Configure “Payment Failure Webhook” for automated email reminder flows.
3.22. Intercom
• Feature/Setting: Automate in-app message or email on payment failure event using Automator APIs.
3.23. Zendesk
• Feature/Setting: Automate ticket creation from payment issue triggers for follow-up.
**Benefits**
4.2. Enhances student experience with timely and consistent reminders automatedly sent.
4.3. Automates escalation and documentation, supporting better accountability and compliance.
4.4. Free up staff time through automation of routine follow-ups and multi-channel notifications.
4.5. Centralizes update logs for payment status, automating transparency for admins and teachers.