Financial Management AutomationsPurpose
1.2. Automatedly reduces manual workload in financial departments by automating routine communication.
1.3. Improves cash flow by automating the follow-up on outstanding payments and lowers overdue rates in housing cooperatives.
1.4. Supports compliance and transparency through systematic, automatable reminder documentation for audits.
Trigger Conditions
2.2. Trigger automation when invoices are created or updated, or if payments are not marked received by a scheduled time.
2.3. Automating sequential reminders (e.g., 7 days, 3 days, 1 day before due date; 1 day after overdue).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use “Messages API”; configure with scheduled jobs and recipient list from CRM/database.
• Sample: Automate API call to POST /2010-04-01/Accounts/{AccountSid}/Messages.json with dynamic message body.
3.2. SendGrid
• Feature/Setting: “Marketing Campaigns” and “Mail Send API” for automated scheduled emails.
• Sample: Automate POST v3/mail/send with variables for due amount, due date, and recipient.
3.3. Mailgun
• Feature/Setting: “Scheduled Sends” via API, automate recipient lists, and template IDs.
• Sample: Automate POST /v3/{domain}/messages with “deliverytime” for scheduling.
3.4. Plivo
• Feature/Setting: SMS Automation using “Send Message API”.
• Sample: Automate POST /v1/Account/{auth_id}/Message/ with message text and member mobile.
3.5. Amazon SES
• Feature/Setting: Automate transactional emails using “SendEmail” API and scheduled via cron.
• Sample: Automate SendEmail or SendTemplatedEmail with member info.
3.6. Nexmo (Vonage)
• Feature/Setting: Automate SMS workflow using /sms/json endpoint for scheduled reminders.
• Sample: Automate API calls with from/to/message parameters for payment due dates.
3.7. Outlook 365 / Microsoft Graph
• Feature/Setting: “Send Mail” endpoint for automating reminder emails through authenticated mailbox.
• Sample: Automate POST /me/sendMail with subject/payment details.
3.8. Google Workspace (Gmail API)
• Feature/Setting: Automate drafts or scheduled sends through /gmail/v1/users/me/messages/send.
• Sample: Automate API calls with due date inserted into dynamic email.
3.9. Slack
• Feature/Setting: “Chat.ScheduleMessage” for automated member reminders in channels/DMs.
• Sample: Automate POST /api/chat.scheduleMessage with Unix time for scheduling.
3.10. WhatsApp Business API
• Feature/Setting: Automate payment reminders through message templates and “messages” endpoint.
• Sample: Automate POST /v1/messages with template and member number.
3.11. Salesforce
• Feature/Setting: Automate “Process Builder” or “Flow Builder” to send automated emails/SMS.
• Sample: Configure email alerts or SMS via integrated provider on record update.
3.12. Zoho CRM
• Feature/Setting: Automate through “Workflow Rules” and “Send Email”/“Send SMS” actions.
• Sample: Set workflow to trigger automatic messages before due dates.
3.13. HubSpot
• Feature/Setting: Automate “Workflows” with scheduled follow-up emails using property-based triggers.
• Sample: Automate workflows to send reminders when custom payment fields are triggered.
3.14. ClickSend
• Feature/Setting: “Scheduled SMS Campaigns” automates group reminders.
• Sample: Automate API call /v3/sms/send with scheduled timestamp for delivery.
3.15. ActiveCampaign
• Feature/Setting: Automate “Automations” for email/SMS on list segments based on payment status.
• Sample: Automate drip campaign when close to due date.
3.16. Intercom
• Feature/Setting: “Outbound Messages” automate messages based on billing milestones.
• Sample: Automate message flow using filters and dynamic segments.
3.17. Aircall
• Feature/Setting: Automate scheduled call reminders using APIs for voice call reminders.
• Sample: Automate call lists for payment chasers.
3.18. Pabbly
• Feature/Setting: Automate “Email/SMS Scheduler” for cooperative members.
• Sample: Automate trigger-based reminders with payment data merge-fields.
3.19. OneSignal
• Feature/Setting: “Push Notifications” with scheduled send automates mobile reminders.
• Sample: Automate API call with custom segments for overdue payments.
3.20. Freshdesk
• Feature/Setting: “Automations” for ticket-based or notification-based reminders.
• Sample: Automate triggers for emails when payment status is overdue.
Benefits
4.2. Automated reminders improve payment discipline and cash flow.
4.3. Ensures automatable audit trail of communications for every transaction.
4.4. Saves administrative time by automating bulk messaging.
4.5. Enables scaling without additional staff through automation.
4.6. Reduces errors and missed reminders by automatedly enforcing schedule adherence.