Sales & Order Processing AutomationsPurpose
1.2. Reduce overdue accounts, streamline receivables, and increase cash flow reliability for alternator wholesalers.
1.3. Minimize manual follow-ups, enhance customer communication, and maintain positive client relationships.
1.4. Integrate reminders across SMS, email, in-app messages, and voice calls to cover every communication channel relevant to electrical parts suppliers.
Trigger Conditions
2.2. Reached preset due date threshold (e.g., 0/3/7 days overdue).
2.3. Customer not responded or paid after previous reminders.
2.4. Repeated trigger for recurring overdue customers based on historical patterns.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API — configure automated messaging triggered from overdue invoice status. e.g., POST to /Messages with {To, Body, From} fields populated with customer/contact/invoice info.
3.2. SendGrid
• Feature/Setting: Transactional Email API — set up dynamic templates and schedule sends via POST /mail/send when unpaid invoices are detected.
3.3. Slack
• Feature/Setting: Incoming Webhooks — notify internal sales or AR team in a Slack channel when a customer is overdue via webhook endpoint.
3.4. Salesforce
• Feature/Setting: Process Builder or Flow — trigger email/SMS reminders when Opportunity or Invoice status changes to ‘overdue’.
3.5. HubSpot
• Feature/Setting: Workflow Automation — enroll contacts with unpaid invoices into a reminder sequence and send via email/SMS integrations.
3.6. Xero
• Feature/Setting: Accounting API — fetch unpaid invoices via GET /Invoices, then trigger communications if “Status: AUTHORIZED, AmountDue > 0”.
3.7. QuickBooks Online
• Feature/Setting: Webhooks or Reports API — monitor for changes in invoice status and initiate reminders using external communications service.
3.8. Zoho Books
• Feature/Setting: Invoice API and Automation Rules — auto-email reminders by detecting overdue invoices using GET /invoices?status=overdue.
3.9. Mailgun
• Feature/Setting: Send Email API — send custom reminder templates triggered by webhook or backend logic on unpaid invoices.
3.10. WhatsApp Business API
• Feature/Setting: POST /messages endpoint — send direct, templated WhatsApp messages to customers with overdue balances.
3.11. Microsoft Teams
• Feature/Setting: Incoming Webhook — post alerts for AR staff or management for high-value overdue invoices.
3.12. Pipedrive
• Feature/Setting: Workflow Automation — trigger actions when deals reach a stage labeled ‘Invoice Sent but Unpaid’.
3.13. Gmail API
• Feature/Setting: Users.messages.send — programmatically send reminder emails to specific contacts once an unpaid status is flagged.
3.14. FreshBooks
• Feature/Setting: Invoice Event Triggers — auto-send emails when an invoice becomes overdue, configurable in automation settings.
3.15. Google Sheets
• Feature/Setting: Sheets API — monitor an invoices sheet for ‘Unpaid’ status, then use Apps Script to email or message customers.
3.16. SAP Business One
• Feature/Setting: Service Layer API — query invoice status and trigger external scripts to dispatch reminders.
3.17. Odoo
• Feature/Setting: Automated Actions — detect unpaid invoices via ERP records, then send email/SMS using mail or SMS module.
3.18. Stripe
• Feature/Setting: Invoice Finalization Webhook — when an invoice is overdue, trigger webhooks to send reminders via user’s chosen channel.
3.19. ActiveCampaign
• Feature/Setting: Automations — suitable for email sequences to nurture late-paying customers and prompt payment with personalized templates.
3.20. Intercom
• Feature/Setting: Custom Bots & Campaigns — send in-app or email messages to users with unpaid invoices after specific rules are met.
3.21. Outlook API
• Feature/Setting: Graph API /SendMail — automate reminders to customers or B2B contacts for overdue payments.
3.22. Zoho CRM
• Feature/Setting: Workflow Rules — auto-email or SMS follow-up when custom “Invoice Status” field changes to unpaid/overdue.
3.23. Monday.com
• Feature/Setting: Automations — create rules to notify finance teams and trigger emails/SMS based on board item (invoice) status.
3.24. Telegram Bot API
• Feature/Setting: Bot /sendMessage endpoint — if customer allows, send reminders directly on Telegram for tech-savvy B2B clients.
Benefits
4.2. Reduces manual workload, freeing up staff for high-value tasks.
4.3. Minimizes human error and ensures follow-up consistency.
4.4. Multi-channel reminders increase the chance of customer response and faster payment.
4.5. Promotes a professional, reliable brand image with timely communication to all clients.