Inventory & Supplier ManagementPurpose
1.2. Automated scheduling and sending of reminders reduces human error, supports predictable cash flow, and improves supplier relationships.
1.3. Ensures all supplier invoices and payment due dates are tracked, logged, and reminders are distributed via multiple channels (email, SMS, push).
1.4. Automation integrates procurement, accounting, and communication tools for seamless inventory/supplier management.
Trigger Conditions
2.2. Payment due date approaches (customizable: 1/3/7 days before).
2.3. Invoice remains unpaid by due date (overdue trigger).
2.4. Manual addition or update of payment schedule.
Platform Variants
- Feature/Setting: Automate API-triggered SMS reminders using POST to /Messages endpoint with supplier contact, reminder template, and schedule data.
3.2. SendGrid
- Feature/Setting: Automate transactional email reminders by configuring Dynamic Templates and Send API on invoice events.
3.3. Slack
- Feature/Setting: Automator posts scheduled reminders via Incoming Webhooks with message blocks for due/overdue invoices.
3.4. Microsoft Teams
- Feature/Setting: Automate adaptive cards via Teams Bot API for invoice/payment alerts in supplier management channels.
3.5. Gmail
- Feature/Setting: Gmail API automator sends pre-formatted reminder emails from designated account, using filters for supplier tags.
3.6. Outlook 365
- Feature/Setting: Office 365 Mail connector automates recurring payment reminder emails with attached invoice PDFs.
3.7. WhatsApp (Cloud API)
- Feature/Setting: Automated WhatsApp messages using WhatsApp Business Cloud API with templated reminders.
3.8. QuickBooks Online
- Feature/Setting: Automate invoice status webhooks to trigger reminders from QuickBooks when invoice status is unpaid/overdue.
3.9. Xero
- Feature/Setting: Xero API automates sending reminders for unpaid invoices by reading Accounts API with automator schedule queries.
3.10. Stripe
- Feature/Setting: Stripe Billing API automates email and in-app reminders for upcoming scheduled supplier payouts.
3.11. FreshBooks
- Feature/Setting: Automated reminders activated when invoice is “Sent” & unpaid; use Reminders module in FreshBooks API.
3.12. Zoho Invoice
- Feature/Setting: Notification rules for automated reminders, configured via Zoho Invoice API endpoints.
3.13. HubSpot
- Feature/Setting: Automator triggers workflow emails/SMS to suppliers using HubSpot Workflow API at due/overdue milestones.
3.14. Monday.com
- Feature/Setting: Automate custom automations to send reminders based on date columns tied to invoices in supplier boards.
3.15. Airtable
- Feature/Setting: Airtable automator triggers email/SMS reminders on invoice due fields, using Automations feature and integration APIs.
3.16. Google Calendar
- Feature/Setting: Create automated calendar events & pop-up notifications for payment dates using Calendar API.
3.17. SAP Business One
- Feature/Setting: Automate workflow-based email/SMS reminders using SAP B1 Service Layer & Alerts Management module.
3.18. Oracle NetSuite
- Feature/Setting: SuiteScript automates reminders on invoice records; email/SMS sent via SuiteFlow workflows.
3.19. Salesforce
- Feature/Setting: Process Builder/Flow automates scheduled tasks and emails for outstanding invoices in supplier objects.
3.20. Trello
- Feature/Setting: Automator sends due-date-based reminders using Trello API and card trigger automations.
3.21. Mailgun
- Feature/Setting: Automate batch and transactional supplier emails with timestamped reminders via Messages API endpoints.
Benefits
4.2. Ensures automating timely communications so supplier relationships are maintained.
4.3. Improves automatable tracking and visibility on outstanding and completed payments.
4.4. Reduces risk of supply chain disruptions through automated, scheduled prompts.
4.5. Unifies inventory, payments, and communication in an automatedly managed workflow.