Payments and BillingPurpose
1.2. Automates identifying expiring subscriptions, sending targeted multi-channel reminders, initiating payment links via secure gateways, updating membership access, and reconciling payment records in accounting systems.
1.3. Ensures each member receives reminders through their preferred communication method (SMS, email, WhatsApp, push notifications) and tracks successful payments or escalation of overdue accounts.
Trigger Conditions
2.2. Failed payment event from payment gateway API.
2.3. Update in member CRM profile indicating upcoming renewal or billing info change.
2.4. Manual trigger from administrator dash for exceptions or late reminders.
Platform Variants
3.1. Stripe
• Feature: “Invoice Scheduled” webhook – triggers on upcoming payment.
• Configuration: Connect with webhook “invoice.upcoming” to automation logic for notifications.
3.2. PayPal
• Feature: IPN (Instant Payment Notification).
• Configuration: Set listener URL for “recurring_payment_suspended”/“recurring_payment_expired” events.
3.3. Square
• Feature: “Subscription Updated” Webhook.
• Configuration: Subscribe to “subscription.updated” and “subscription.canceled” endpoint.
3.4. GoCardless
• Feature: “Mandate Events” webhook.
• Configuration: Listen for “subscription_created”, “subscription_cancelled”.
3.5. QuickBooks Online
• Feature: API for invoice due reminders.
• Configuration: Set “reminders” settings and connect invoice status webhook.
3.6. Xero
• Feature: Invoices API + Email APIs.
• Configuration: Use “GET /invoices” for due filters and send automated emails.
3.7. Salesforce
• Feature: Process Builder workflow + Email Alerts.
• Configuration: Automation on “Subscription End Date” field.
3.8. Mailchimp
• Feature: “Automation Email” for scheduled send.
• Configuration: Trigger flow based on membership group tag.
3.9. HubSpot
• Feature: Workflow Automation – scheduled based on custom properties.
• Configuration: Set “Membership Expiry Date” workflow.
3.10. Twilio SMS
• Feature: Programmable Messaging API.
• Configuration: POST to /Messages when payment due event triggers.
3.11. WhatsApp Business API
• Feature: Notification Templates.
• Configuration: Send template message via /messages endpoint on due payment.
3.12. Slack
• Feature: Incoming Webhooks.
• Configuration: Post channel alert for overdue renewals.
3.13. Google Calendar
• Feature: Event Reminders API.
• Configuration: Create scheduled reminder before renewal events.
3.14. FreshBooks
• Feature: Automatic Payment Reminders.
• Configuration: Enable “Send Payment Reminder” and set intervals.
3.15. Zoho Books
• Feature: Automated Invoice Reminders.
• Configuration: Set up “payment reminders” rules per invoice.
3.16. Zendesk
• Feature: Zendesk Triggers for ticket generation.
• Configuration: Auto-create support ticket for failed payments.
3.17. SendGrid
• Feature: Automated Email API.
• Configuration: Dynamic template for reminder emails.
3.18. Telegram Bots
• Feature: bot API/sendMessage.
• Configuration: Send direct chat notifications on renewals.
3.19. Microsoft Teams
• Feature: Webhook for card notifications.
• Configuration: Push overdue billing card to management channel.
3.20. Plaid
• Feature: Subscription Signal Webhooks.
• Configuration: Monitor recurring payment webhook for irregularities.
3.21. Braintree
• Feature: Subscription webhook events.
• Configuration: Listen for “Subscription Charged Successfully” and “Past Due.”
3.22. ActiveCampaign
• Feature: Automations with date-based triggers.
• Configuration: Trigger sequence based on custom renewal date field.
Benefits
4.2. Reduces loss of revenue due to late or missed renewals.
4.3. Offers members a smooth, professional experience with multiple communication channels.
4.4. Updates all systems in real time, maintaining accurate billing and membership records.
4.5. Provides management clear oversight on renewals, receivables, and retention metrics.