Sales & Order Management AutomationPurpose
1.2. Automate timely communications to clients regarding overdue payments via multiple channels (email, SMS, voice, messaging).
1.3. Enhance cash flow predictability and minimize the risk of bad debts.
1.4. Provide audit trails and status updates to sales and finance managers within agricultural product wholesale operations.
Trigger Conditions
2.2. Invoice status remains "Unpaid" or "Partially Paid" in ERP, accounting, or CRM system.
2.3. Payment not detected through integrated bank reconciliation system.
2.4. A new payment status webhook event or scheduled batch job retrieves overdue records.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API, configure automated SMS reminders using invoice data; sample: set up a POST request with invoice fields and phone number.
3.2. SendGrid
• Feature/Setting: Email API, use dynamic email templates triggered by new overdue entries; sample: POST /mail/send with template_id and personalization fields.
3.3. Microsoft Outlook 365
• Feature/Setting: Automated email flow using Power Automate; sample: trigger on overdue invoice in Excel/SharePoint, action to send email.
3.4. WhatsApp Business API
• Feature/Setting: Message API; send templated WhatsApp messages via endpoint when invoice is overdue.
3.5. Slack
• Feature/Setting: Incoming Webhooks; set up to notify internal teams of unresolved overdue payments.
3.6. Salesforce
• Feature/Setting: Process Builder or Flow; automate task creation and reminder email for overdue opportunities.
3.7. QuickBooks Online
• Feature/Setting: Reports API, filter invoices by status and due date, trigger workflow to send reminder.
3.8. Xero
• Feature/Setting: Invoice API, list overdue invoices and invoke a custom reminder email action.
3.9. SAP Business One
• Feature/Setting: Service Layer API, trigger workflow on changed invoice status.
3.10. Zoho Books
• Feature/Setting: Workflow Rules, configure to send emails/SMS when invoices remain unpaid after a period.
3.11. HubSpot
• Feature/Setting: Workflows tool; trigger a sequence when payment due property matches condition.
3.12. Google Sheets
• Feature/Setting: Google Apps Script; scheduled script scans due dates, sends email via Gmail API.
3.13. FreshBooks
• Feature/Setting: Automated Reminders; set to send after customizable days overdue.
3.14. Pipefy
• Feature/Setting: Automations; configure card due date trigger to send reminders via email or SMS integrations.
3.15. Mailgun
• Feature/Setting: Messages API; automate email generation using payload with client and invoice fields.
3.16. Monday.com
• Feature/Setting: Automation Recipes, trigger notification or email on overdue tasks based on custom status columns.
3.17. Airtable
• Feature/Setting: Automations; filter overdue records and use "Send Email" or webhook action.
3.18. Pabbly Connect
• Feature/Setting: Scheduled triggers, set up task to check overdue status and send messages through SMTP or SMS modules.
3.19. Zoho CRM
• Feature/Setting: Workflow triggers, email template, and SMS gateway integration.
3.20. Odoo
• Feature/Setting: Automated actions; overdue invoice event triggers user-defined server action.
3.21. Stripe
• Feature/Setting: Invoice webhook for "invoice.payment_failed" to initiate reminders through email and SMS.
3.22. Mailjet
• Feature/Setting: Transactional Email API, configure personalized overdue notice templates.
3.23. ClickSend
• Feature/Setting: SMS API integration for scheduled mobile reminders.
3.24. Intercom
• Feature/Setting: Automated outbound messages based on contact tags or attributes.
Benefits
4.2. Decreased manual effort, freeing finance and sales staff for higher-value tasks.
4.3. Improved record-keeping and compliance with communication logs.
4.4. Enhanced customer experience by providing professional and timely reminders.
4.5. Customizable escalation pathways for persistent overdue accounts.