Scheduled late payment alerts/escalations

Purpose

1. Automate detection of late rent payments, send scheduled reminders or escalation alerts to tenants and property managers.

2. Reduce manual tracking by integrating real-time payment data and escalation workflows.

3. Ensure timely follow-ups, maintain legal compliance, and decrease rent arrears.

4. Provide multi-channel notifications (SMS, email, call, chat) with traceable history for documentation and auditing.

Trigger Conditions

1. Rent payment due date passes, and tenant’s payment status remains unpaid in the property management system.

2. X days elapsed after original due date with no payment recorded.

3. Payment marked as pending or returned/failed in the financial platform API.

4. Previous notification ignored or no response from tenant within designated time frame.

Platform Variants

1. Twilio SMS

- Feature/Setting: Programmable Messaging API; set webhook to trigger SMS on overdue status.
- Sample: Automate POST to /Messages endpoint with tenant’s phone and rent info.

2. SendGrid

- Feature/Setting: Transactional Mail API; use dynamic template for late-payment notices.
- Sample: Trigger v3/mail/send on scheduled alert to tenant’s email.

3. Slack

- Feature/Setting: Incoming Webhooks; send escalation message to #property-management.
- Sample: Push JSON alert to channel if escalation condition met.

4. Salesforce

- Feature/Setting: Workflow Rules + Process Builder; watch Payment__c object for overdue status.
- Sample: Auto-create follow-up task or email via Flow.

5. Zendesk

- Feature/Setting: Ticketing API; create support ticket for overdue notice escalation.
- Sample: POST /api/v2/tickets for nonresponsive tenants.

6. HubSpot

- Feature/Setting: Workflow Automation; trigger sequence when deal property indicates late payment.
- Sample: Auto-send task and email to property manager.

7. Microsoft Teams

- Feature/Setting: Connector webhook; notify team channel upon overdue rent events.
- Sample: POST alert to team with tenant details.

8. Freshdesk

- Feature/Setting: Automations > Ticket Creation; generate tickets for late payment.
- Sample: Send HTTP request to /tickets endpoint.

9. Mailgun

- Feature/Setting: Messages API; schedule and send template-based emails.
- Sample: Automate POST to /messages.

10. Pipedrive

- Feature/Setting: Workflow Automation; trigger activity when deal "Unpaid" status detected.
- Sample: Create scheduled call activity via API.

11. Google Calendar

- Feature/Setting: Events API; create calendar alert for escalation step.
- Sample: Insert event and reminder for follow-up.

12. QuickBooks

- Feature/Setting: Webhooks or API; detect failed payment and trigger alert.
- Sample: OnPaymentStatusChange webhook activates workflow.

13. Zoho CRM

- Feature/Setting: Blueprint; define "Overdue" state action with alert email.
- Sample: Automate email and task on stage change.

14. Intercom

- Feature/Setting: Messaging API; send in-app message to tenant.
- Sample: POST to /messages with overdue alert.

15. WhatsApp Business API

- Feature/Setting: Send Template Message endpoint; dispatch late reminder.
- Sample: POST to /messages using tenant's WhatsApp number.

16. DocuSign

- Feature/Setting: Workflow Rules; send white-labeled notification for escalation procedures.
- Sample: Automate email with escalation PDF.

17. RingCentral

- Feature/Setting: SMS API; set schedule for SMS reminders.
- Sample: POST to /restapi/v1.0/account/~/extension/~/sms.

18. ActiveCampaign

- Feature/Setting: Automation; trigger email/SMS workflow based on custom field.
- Sample: Start sequence if payment status = late.

19. Monday.com

- Feature/Setting: Automation Recipes; create item in "Escalated Rent" board.
- Sample: Auto-create pulse on due date + X days.

20. Notion

- Feature/Setting: Database API; add/update page for late payment tracking/action steps.
- Sample: PATCH page property, trigger linked actions.

Benefits

1. Reduces manual rent monitoring and follow-ups for agents.

2. Multi-channel coverage for maximum visibility and tenant responsiveness.

3. Streamlines recordkeeping with timestamped communication for audits.

4. Minimizes lost revenue by accelerating rent recovery cycles.

5. Automated escalation ensures legal and policy compliance at every step.