Purpose
1. Automate the notification process for accounts overdue on payments at a corporate golf driving range, reducing manual intervention.
2. Ensure timely reminders are sent to customers and accounting teams via diverse communication channels.
3. Minimize late payments and improve operational efficiency by automatedly escalating unresolved cases to management.
4. Integrate with existing billing and CRM systems for comprehensive automating of overdue account tracking and customer engagement.
Trigger Conditions
1. Automated detection when invoice due date is passed and remains unpaid in financial system.
2. Trigger when account status field in billing software changes to "overdue."
3. Initiate automation upon receipt of reconciliation failure event from payment gateway.
4. Re-trigger at selectable intervals (daily, weekly) until overdue status is cleared.
Platform Variants
1. Twilio SMS
• Feature/Setting: Use "Programmable Messaging API" to automate sending SMS notifications; configure with recipient’s phone, overdue message template, and webhook for status updates.
2. SendGrid
• Feature/Setting: Use "Transactional Email API" to automate emails; set automation for overdue triggers with dynamic templates and recipient merge fields.
3. Slack
• Feature/Setting: "Incoming Webhooks" automatedly alert staff channels for accounts overdue; configure escalations via workflow automations.
4. Microsoft Teams
• Feature/Setting: Automate overdue notification to specific Teams channels using "Incoming Webhook" or "Power Automate flow" integration.
5. Salesforce
• Feature/Setting: Use "Process Builder" or "Flow Builder" to automate email, task, or notification actions on overdue account triggers.
6. HubSpot
• Feature/Setting: "Workflows Automation" for sending automated reminders and updating overdue deals; trigger based on deal stage or property.
7. QuickBooks Online
• Feature/Setting: Employ "Webhook API" or "Automated Reminders" to trigger overdue alerts using invoice status.
8. Xero
• Feature/Setting: "Xero API" event triggers to automate email or SMS reminders for overdue invoices.
9. Zoho Books
• Feature/Setting: "Workflow Rules" for overdue invoices to automate multi-channel notifications.
10. FreshBooks
• Feature/Setting: "Automated Late Payment Reminders"; configure rules for when and how often to automate reminders.
11. Gmail
• Feature/Setting: Use "Gmail API" to automate sending templated overdue notifications to affected accounts.
12. Mailgun
• Feature/Setting: "Messages API" automatedly delivers emails triggered by overdue account workflows.
13. Mailchimp
• Feature/Setting: "Automations" for transactional email reminders when payment is overdue, based on CRM triggers.
14. Stripe
• Feature/Setting: "Billing Webhooks" and "Invoices API" to automate account status checks and trigger overdue notices.
15. PayPal
• Feature/Setting: "IPN or Webhooks" to detect unresolved payments and automate reminder emails or notifications.
16. Monday.com
• Feature/Setting: "Automations Center" for setting overdue triggers that alert team members or clients.
17. Asana
• Feature/Setting: "Rules" automate task creation and notifications for overdue billing tasks.
18. Trello
• Feature/Setting: "Butler Automation" automates card actions and notifications when payment deadlines pass.
19. Zendesk
• Feature/Setting: "Triggers" for overdue payment tickets, automatedly sending customer or agent notifications.
20. ActiveCampaign
• Feature/Setting: "Automations" to schedule overdue follow-ups and automate multichannel reminders using CRM fields.
21. Intercom
• Feature/Setting: "Outbound Messages" triggered by overdue status in user profiles for automated alerts.
22. Bitrix24
• Feature/Setting: "Business Process Designer" for automating overdue alerts within CRM modules.
Benefits
1. Automates follow-up processes, reducing manual errors and staff effort.
2. Accelerates collections through automated multichannel reminders.
3. Automated escalation ensures critical overdue accounts are prioritized.
4. Improves cash flow predictability by tracking and automating responses to overdue status.
5. Centralizes communication and accountability with audit trails for all automated notifications.
Financial & Billing Processes