Purpose
1 Automate the timely notification to customers or accounts regarding unpaid bills, reducing risk of overdue payments and improving cash flow for Ligurian restaurant operations.
2 Automates the monitoring, identification, and outreach processes to ensure all unpaid invoices or bills trigger systematic reminders across channels.
3 Reduces manual oversight by automating the entire reminders workflow, ensuring consistent communication and follow-up with customers.
Trigger Conditions
1 Automated trigger when invoice status is marked as unpaid after X days past due date.
2 Automating detection when payment confirmation is not logged by a certain cutoff time.
3 Automate recurring checks at specified intervals (daily, weekly) for outstanding balances.
Platform Variants
1 Twilio SMS
• Feature/Setting: Automate sending SMS on overdue invoice via Programmable Messaging API; configure trigger-based template on bill status change.
2 SendGrid Email
• Feature/Setting: Automate email generation using SendGrid API, set up automated workflows with dynamic customer and invoice fields.
3 Slack
• Feature/Setting: Automates direct messaging or channel notifications for unpaid bills using Slack Incoming Webhooks; trigger on billing system events.
4 Gmail
• Feature/Setting: Utilize Gmail API for automatedly sending reminders from restaurant’s account; use filters for subject and recipient.
5 Outlook 365
• Feature/Setting: Automate reminders using Microsoft Graph to send scheduled emails based on billing database status.
6 Mailgun
• Feature/Setting: Automator triggers Mailgun email API upon bill remaining unpaid for set period; configurable in API dashboard.
7 WhatsApp Business API
• Feature/Setting: Automate WhatsApp message templates to send reminders to customer numbers in the CRM export.
8 QuickBooks
• Feature/Setting: Use QuickBooks API automatedly to read open invoices and trigger reminders via connected messaging services.
9 Xero
• Feature/Setting: Xero API automates fetching overdue invoices and relaying data to reminder workflow.
10 Zoho Books
• Feature/Setting: Automate reminders using Zoho Books API to send SMS or email based on bill due date.
11 Stripe
• Feature/Setting: Monitor unpaid invoices via Stripe API, automating outbound reminders through preferred channel.
12 PayPal
• Feature/Setting: Automate PayPal Invoice Notification API for overdue bills; configure automated templates.
13 Pabbly Connect
• Feature/Setting: Automator sends custom reminders by triggering on invoice status; supports diverse channels.
14 ActiveCampaign
• Feature/Setting: Automate email sequences for unpaid bills using deal stage and contact tags in automation builder.
15 HubSpot
• Feature/Setting: Use HubSpot Workflow Automations to send automated reminders based on deal properties or ticket status.
16 Salesforce
• Feature/Setting: Automate outbound communication using Process Builder and Scheduled Actions for unpaid billing cases.
17 Monday.com
• Feature/Setting: Automate reminders via Monday automations/API, triggering notification pulses on unpaid item fields.
18 Notion
• Feature/Setting: Automate reminders via Notion API, generating notifications or reminders as database items go overdue.
19 Asana
• Feature/Setting: Automate task creation and reminders assigned to financial team when unpaid bills are detected in system.
20 Telegram
• Feature/Setting: Use Telegram Bot API to automate direct or group reminders to internal staff or customer chat IDs on unpaid status.
Benefits
1 Automating reminders increases bill payment rates and cash predictability.
2 Automated communication minimizes manual tracking, freeing administrative capacity for higher-value tasks.
3 Automation ensures all customers receive consistent, timely reminders using preferred channels.
4 Automating multi-platform approaches raises response rates and accelerates payment cycles.
5 Removes risk of human error in manual reminders, ensuring automatable reliability and audit trails.
Financial & Administrative