Quoting, Invoicing & PaymentsPurpose
1.2. Send automated reminders to clients via preferred channels, reducing manual follow-up.
1.3. Ensure timely payment by leveraging multi-channel communication (email, SMS, WhatsApp, etc.).
1.4. Integrate with quoting and invoicing systems to maintain payment pipeline and improve cash flow.
1.5. Record reminder attempts and results within client profiles for auditing and escalation.
Trigger Conditions
2.2. Scheduled recurring check for outstanding payments using invoicing platform API/webhook.
2.3. Invoice status updated in ERP/CRM system to "Unpaid/Pending."
2.4. Client communication preference and contact details validated/present.
2.5. Manual override option for urgent or high-risk accounts.
Platform Variants
• Feature/Setting: Messaging API — send automated SMS reminders; configure Sender ID, use "messages.create()" with invoice info.
3.2. SendGrid
• Feature/Setting: Transactional templates — use "v3/mail/send" API to dispatch personalized overdue invoice emails.
3.3. Gmail API
• Feature/Setting: "users.messages.send" — automate mail merge with reminder text and dynamic invoice data.
3.4. Outlook365 Graph API
• Feature/Setting: "sendMail" endpoint — generate reminders from connected business accounts.
3.5. Slack
• Feature/Setting: Incoming Webhooks — notify internal teams of unpaid invoices for manual action or escalation.
3.6. WhatsApp Business Cloud API
• Feature/Setting: "messages" endpoint — issue secure, templated WhatsApp reminders to clients.
3.7. Pipedrive
• Feature/Setting: Webhooks — monitor payment status; "Activities API" logs reminder communication.
3.8. HubSpot
• Feature/Setting: Workflow automation — trigger email/SMS reminders on invoice due events.
3.9. QuickBooks Online API
• Feature/Setting: Invoice status webhooks — initiate reminders if "BalanceDue" status detected.
3.10. Xero API
• Feature/Setting: GET /invoices — fetch unpaid invoices; PATCH on reminders sent, in Notes section.
3.11. Zoho Books
• Feature/Setting: Automation Rules — auto-email reminders on payment status "Overdue."
3.12. Stripe
• Feature/Setting: "Invoice Payment Reminder" webhook — send reminders when payment_due event fires.
3.13. FreshBooks
• Feature/Setting: Invoice endpoint — monitor status and trigger email/SMS via third-party service on "Overdue."
3.14. Mailgun
• Feature/Setting: "messages" API — dispatch custom reminder templates to client segments.
3.15. Calendly
• Feature/Setting: Integration to calendar — schedule follow-up reminders for unpaid invoice tasks.
3.16. Monday.com
• Feature/Setting: Automations — when invoice status changes to Unpaid, trigger reminder email item.
3.17. Salesforce
• Feature/Setting: Process Builder/Flows — automate reminders based on Opportunity payment stage.
3.18. ActiveCampaign
• Feature/Setting: Automations — send targeted emails/SMS to clients with invoice status = "Awaiting Payment."
3.19. Microsoft Power Automate
• Feature/Setting: Scheduled Flow — scan for unpaid invoices; send reminders via chosen channel.
3.20. Zapier
• Feature/Setting: Multi-step Zap — connect invoicing app to email/SMS/Slack for overdue invoice reminder automation.
3.21. Intercom
• Feature/Setting: Messages automation — in-app or email reminders triggered by overdue payment events.
3.22. MessageBird
• Feature/Setting: Flow Builder — design multi-channel (SMS, Voice, WhatsApp) reminder workflows for unpaid invoices.
Benefits
4.2. Increases payment speed through timely, multi-channel reminders.
4.3. Provides audit trail of reminders sent and client responses.
4.4. Customizable frequency reduces risk of customer annoyance.
4.5. Enables scalable, repeatable collections processes for antique furniture restoration businesses.