Sales & ProposalsPurpose
1.2. Reduce DSO (Days Sales Outstanding) through automated outreach, optimizing cash flow and minimizing receivables management overhead.
1.3. Eliminate human error and forgetfulness by automating the complete cycle—from invoice due detection to multi-channel reminder issuance.
1.4. Facilitate rapid follow-up escalations, automating reminder frequency and urgency based on client response and payment status tracking.
1.5. Enable automated audit trails and documentation for all communication sent, supporting account audits and client queries.
Trigger Conditions
2.2. Invoice approaching due date (configurable, e.g., X days before due).
2.3. Invoice overdue (configurable, e.g., Y days after due date).
2.4. Partial payment received but balance unpaid beyond a threshold.
2.5. No client response to previous reminder(s) within defined intervals.
Platform Variants
• SMS API: Configure automated SMS reminders with templated messages using client contact fields and invoice data.
3.2. SendGrid
• Mail Send API: Set up triggered automated emails with dynamic templates for unpaid invoices.
3.3. Slack
• Incoming Webhooks: Automate internal alerts for overdue payments directly to sales/finance teams.
3.4. Microsoft Outlook
• Calendar Event Creation: Automate follow-up tasks and reminder events for account managers.
3.5. Gmail
• Gmail API: Configure draft and send functions to automate personalized email reminders to clients.
3.6. Salesforce
• Workflow Rules: Automate record updates and outbound email alerts linked to invoice objects.
3.7. QuickBooks Online
• Invoices API: Automate trigger and check invoice status, automate reminder dispatch via configured communications.
3.8. Xero
• Invoices & Contacts API: Automate retrieval of overdue invoices and send email reminders using preset templates.
3.9. Zoho CRM
• Workflow Automation: Automate triggers based on invoice payment status, send follow-ups via email or SMS.
3.10. HubSpot
• Workflow Engine: Automate task assignment and personalized reminders via email sequences.
3.11. Mailgun
• Messages API: Automate bulk or individual email reminders using dynamic templates and scheduling.
3.12. Mandrill
• API: Automate transactional reminder emails integrated with invoice management.
3.13. Stripe
• Billing API & Webhooks: Automate reminders at each payment stage and overdue events.
3.14. PayPal
• Invoicing API: Automate reminder email dispatch upon invoice status update or overdue detection.
3.15. Trello
• Card Automation: Automate card creation for overdue invoices tracking and mapping communication.
3.16. Monday.com
• Automations: Automate workflow for overdue invoice status, notify team, and trigger client reminders.
3.17. FreshBooks
• Invoice Events API: Automate email/SMS reminders based on invoice and payment events.
3.18. SAP Business One
• Alerts Management: Automator for overdue invoices, send customizable notifications or triggers.
3.19. Oracle NetSuite
• SuiteFlow: Automate orchestration of multi-step reminders and escalation policies.
3.20. Pipedrive
• Activities API: Automate follow-up activity and email reminder to designated contacts based on invoice deals.
Benefits
4.2. Automates multi-channel reminders, ensuring recipients receive timely nudges.
4.3. Automates escalation paths for overdue invoices, preserving cashflow and client relationships.
4.4. Automates record logging, enhancing auditability and compliance.
4.5. Enables automating notification to internal teams, streamlining communication efficiency.
4.6. Automator improves consistency, ensuring all clients get standardized communications.
4.7. Automatable triggers minimize human error, maximizing collection outcomes.
4.8. Automatedly integrates with accounting, CRM, and messaging stacks for seamless operations.
4.9. Automating payment reminders frees consultant time for higher-value activities.
4.10. Automation ensures escalation is handled without lapses, safeguarding revenue.