Sales & Quoting ProcessesPurpose
1. Automate sending payment reminders to customers post-sales, reducing overdue payments and manual follow-up effort.
2. Enhance cash flow, customer experience, and operational efficiency by automating scheduling, sending, and tracking reminders via multiple channels (SMS, email, WhatsApp, etc.).
3. Centralize reminder workflows for motorcycle sales, parts, accessories, and service invoices to ensure consistent follow-up.
Trigger Conditions
1. Invoice status transitions to “Pending," “Unpaid,” or “Overdue”.
2. Pre-set number of days before or after invoice due date is reached.
3. Customer activity is detected—e.g., no payment, no response, or request for extension.
4. Recurring billing cycles for finance plans or service agreements.
Platform Variants
1. Twilio SMS
• Setup: Configure SMS API with schedule; set billing phone as recipient; set body (“Your payment of $X for Invoice #123 is due on DD/MM/YYYY.”)
2. SendGrid
• Setup: Configure Transactional Email API; use dynamic templates; map customer email and invoice info to template fields
3. WhatsApp Business API
• Setup: Connect WhatsApp API; message template approval required; define triggers and customer numbers
4. Slack
• Setup: Incoming Webhooks; configured to alert sales/admin channel when payment is overdue
5. HubSpot
• Setup: Deal Stage triggers; Automated email sequence for payment reminders
6. Salesforce
• Setup: Automate triggers based on Opportunity/Invoice status; send reminder email/SMS
7. Xero
• Setup: Enable “Invoice Reminders”; set intervals before/after due date
8. QuickBooks Online
• Setup: Enable reminders; set up timing and frequency on customer invoices
9. Microsoft Power Automate
• Setup: Trigger flow when invoice is created/overdue; send notifications via Teams, email, or SMS
10. Zapier
• Setup: Connect invoicing platform to Twilio/Gmail/Slack for reminder automating
11. Stripe
• Setup: Enable “Automatic Reminders” for unpaid invoices; set time interval
12. Mailgun
• Setup: Configure API to send templated reminders on invoice triggers
13. MoceanSMS
• Setup: Use Mocean API; schedule and personalize SMS for overdue payments
14. FreshBooks
• Setup: Set rules for reminder emails based on invoice status
15. Pipedrive
• Setup: Automate follow-up activity based on deal/invoice stage
16. Google Calendar (API)
• Setup: Automate calendar invites for payment due dates; send notifications
17. Zoho Books
• Setup: Set up customized email reminders for invoice lifecycle stages
18. Intercom
• Setup: Trigger in-app or email messages for missed/overdue payments
19. SMSAPI
• Setup: Use REST API for scheduled SMS based on due date
20. ActiveCampaign
• Setup: Create automation rules for email/SMS reminders after invoice issued
21. Mailchimp
• Setup: Use journeys to schedule reminder emails to customers for unpaid invoices
22. Shopify
• Setup: Automate reminder emails or SMS for orders with incomplete payments
23. Bitrix24
• Setup: Set up payment reminder workflows as part of sales pipeline automation
24. Monday.com
• Setup: Integrate with CRM/invoicing apps and configure email push for due/overdue payments
Benefits
1. Automates entire follow-up process, saving time for sales and admin teams.
2. Automating reminders boosts on-time payment rates and reduces collection efforts.
3. Platform diversity enables multi-channel automation: SMS, email, chat, and push notifications.
4. Automation ensures consistency, eliminates manual errors, and offers reliable audit trails.
5. Improves customer relations by automating timely, professional communications.
6. Frees staff to focus on sales rather than repetitive payment chasing.
7. Scales with business, automating reminders across multiple locations, customer segments, and payment types.
8. Enhances data tracking and reporting on payment automation effectiveness.