Sales and E-commerce AutomationsPurpose
1.2. Automate reminders and escalation for unpaid or partially paid invoices.
1.3. Integrate with e-commerce, POS, and accounting tools to centralize receivables status and communication.
1.4. Enhance buyer relations and collections efficiency with structured notification workflows.
1.5. Minimize manual checks and reduce late payments impacting store liquidity.
Trigger Conditions
2.2. Status change (Unpaid, Paid, Partially Paid, Overdue) in sales or POS system.
2.3. Payment received or reconciled in banking or accounting software.
2.4. Time-based: reminder at X days before/after due date.
2.5. Manual mark as “needs attention” by staff.
Platform Variants
• Configure webhook for `invoice.payment_failed` and use API to fetch payment status.
3.2. PayPal (IPN or Webhooks)
• Enable webhook for payment status events; process IPN messages for completed, pending, or failed payments.
3.3. Square (Payments API, `ListPayments`)
• Schedule API polling or activate webhook notification for payment status changes.
3.4. Shopify (Admin API: `orders/paid_at`, webhook: `orders/paid`)
• Create webhook for order payment and use REST API to track payment changes.
3.5. WooCommerce (REST API: `GET /orders` with status filter)
• Poll for new or overdue orders and notify customers of unpaid status.
3.6. QuickBooks Online (API: `GET /v3/company/invoice`)
• Fetch invoices with unpaid status and set scheduled reminders.
3.7. Xero (API: `GET /Invoices`, `GET /Payments`)
• Monitor for overdue invoices and issue follow-up emails.
3.8. FreshBooks (Events API: Webhooks for `invoice.updated`)
• Subscribe to updates on invoice status and automate reminder flow.
3.9. Sage Business Cloud (API: `GET /invoices`, status property)
• Extract unpaid invoices, configure daily reminders.
3.10. Zoho Books (API: `GET /invoices`, `GET /payments`)
• Track invoice status and trigger follow-up mail for payments pending X days.
3.11. Microsoft Outlook (Calendar API, Mail Send API)
• Auto-schedule reminder emails/events for overdue payments.
3.12. Twilio (SMS API: `POST /Messages`)
• Send SMS for payment reminders using dynamic invoice information.
3.13. Amazon SES (SendEmail API)
• Dispatch automated overdue notices by email.
3.14. SendGrid (Mail Send API)
• Trigger customized follow-up emails for non-payment.
3.15. Slack (Incoming Webhooks, API: `chat.postMessage`)
• Notify staff or collections channel about overdue statuses.
3.16. Telegram (Bot API: `sendMessage`)
• Push alerts for staff on payment events.
3.17. Google Sheets (API: Append/Update Cells)
• Log payment status changes; flag unpaid invoices for review.
3.18. Airtable (API: Update Records)
• Track each invoice with payment and communication status.
3.19. Salesforce (API: `GET /invoices`)
• Synchronize invoice collection tasks with CRM reminders.
3.20. HubSpot (Workflows API, Email Triggers)
• Kick off sequences for contacting customers with overdue amounts.
3.21. Mailchimp (Trigger Campaign API)
• Launch targeted campaigns for outstanding payments.
3.22. Monday.com (API: Notification/Item Status Change)
• Update payment status, assign collections tasks.
3.23. Zendesk (API: Create Ticket on Payment Issue)
• Open and escalate support ticket for failed/late payments.
Benefits
4.2. Optimizes collection efforts, freeing staff from manual follow-up.
4.3. Increases buyer accountability and improves professional communication.
4.4. Reduces payment disputes and customer confusion with structured, timely alerts.
4.5. Integrates seamlessly with store operations for real-time up-to-date payment tracking and actions.