Supplier & Logistics CoordinationPurpose
1.2. Automating supplier payment reminders to ensure on-time payments, streamline cash flow, improve supplier relationships, and avoid logistics delays.
1.3. Automatedly notify relevant internal teams, managers, and external suppliers when invoices approach due dates or are overdue.
1.4. Automation reduces manual follow-ups, errors, administrative effort, and enhances traceability and accountability in payment handling.
Trigger Conditions
2.2. Overdue invoices detected in accounting or ERP system.
2.3. Supplier payment status updated or not marked as paid.
2.4. Regular scheduled batch checks (daily/weekly) via automator flow.
Platform Variants
3.1.1. Feature/Setting: Use Messaging API; set sender number, recipient supplier’s mobile, message templates with invoice data.
3.2. SendGrid
3.2.1. Feature/Setting: Use Mail Send API; automate personalized emails with dynamic fields for vendor, amount, and due date.
3.3. Slack
3.3.1. Feature/Setting: Incoming Webhooks; automated messages to payment or logistics channels tagging responsible staff.
3.4. Microsoft Teams
3.4.1. Feature/Setting: Use Teams Connector; schedule automated reminders in specified teams/channels via Power Automate integration.
3.5. Gmail API
3.5.1. Feature/Setting: Automate draft/send actions—set filters for invoice reminders, use templates for suppliers.
3.6. Outlook 365
3.6.1. Feature/Setting: Automator rules for scheduled send; use Graph API to trigger reminders based on invoice metadata.
3.7. WhatsApp Business API
3.7.1. Feature/Setting: Automate message dispatch with supplier contacts and invoice due context.
3.8. SAP ERP
3.8.1. Feature/Setting: Automated ABAP jobs or API integration to pull pending invoices and trigger reminders.
3.9. QuickBooks
3.9.1. Feature/Setting: Use QuickBooks API to monitor due/overdue transactions, automate reminder dispatch.
3.10. Xero
3.10.1. Feature/Setting: Connect to Xero API for scheduled invoice checks and send automatable email/SMS.
3.11. Zoho Books
3.11.1. Feature/Setting: API or workflow builder—triggers when invoice > X days old, fires email/SMS reminder.
3.12. Stripe
3.12.1. Feature/Setting: Automate monitoring of payment intents, send reminders via webhook workflow.
3.13. Monday.com
3.13.1. Feature/Setting: Automate column trigger when payment status is "pending," notifies user via pulse message or email.
3.14. Asana
3.14.1. Feature/Setting: Task due reminders automatedly sent to assignees; custom fields for invoice info.
3.15. Trello
3.15.1. Feature/Setting: Power-Up automation triggers for card due dates associated with payments, sends reminders.
3.16. Salesforce
3.16.1. Feature/Setting: Workflow rules or Process Builder automates notification to suppliers and teams for overdue invoices.
3.17. HubSpot
3.17.1. Feature/Setting: Automated workflow for contacts/deals with pending payments, sends email/SMS using contact properties.
3.18. Airtable
3.18.1. Feature/Setting: Automation scripts to monitor “Due Date” and send reminders using integrated communication tools.
3.19. Google Sheets
3.19.1. Feature/Setting: Apps Script automator checks for overdue dates, sends emails/SMS via third-party API.
3.20. Mailgun
3.20.1. Feature/Setting: Use API to automate trigger-based transactional email reminders to suppliers.
3.21. Discord
3.21.1. Feature/Setting: Webhooks to automate reminders to group channels about pending payments.
3.22. FreshBooks
3.22.1. Feature/Setting: Workflow automation for invoice reminders through email or SMS notifications to suppliers.
Benefits
4.2. Automating communication improves consistency and reduces manual oversight.
4.3. Automation supports better compliance, audit trails, and record-keeping.
4.4. Removes repetitive tasks for staff, increasing productivity via automation.
4.5. Automator flows can be adjusted easily for new suppliers, holidays, or payment terms.