Sales & Point-of-Sale OperationsPurpose
1.2. Notify customers via diverse channels (SMS, email, push notifications, chat) for invoice reminders, overdue balances, or payment confirmation automation.
1.3. Support automated escalation workflows for overdue cases and streamline collection efforts in the saree shop environment.
1.4. Serve compliance, customer communication, and accounts receivable goals by automatedly tracking outstanding dues and promptly radiating alerts.
Trigger Conditions
2.2. Partial payment detected by POS or billing system.
2.3. Scheduled recurring review of all open invoices in POS system.
2.4. Specific customer status flag (pending, overdue, non-responsive) auto-updated in database or CRM.
2.5. Custom event—such as repeated failed payment, or customer query regarding their balance—stimulates notification sequence.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS using Twilio’s Programmable Messaging API (POST /v1/Messages).
• Sample configuration: Schedule SMS payload with dynamic template for due invoices.
3.2. SendGrid
• Feature/Setting: Automated email reminders with SendGrid’s Mail Send API (POST /mail/send).
• Sample configuration: Trigger transactional template with invoice variables.
3.3. Slack
• Feature/Setting: Automated Slack message to sales team via Incoming Webhooks.
• Sample configuration: POST notification to specific channel on each overdue invoice.
3.4. WhatsApp Business API
• Feature/Setting: Automated WhatsApp messaging using /messages endpoint.
• Sample configuration: Template message with due date and payment link.
3.5. Microsoft Teams
• Feature/Setting: Adaptive Cards automation in channel via Teams Connector API.
• Sample configuration: Autopost adaptive card when customer passes due threshold.
3.6. Gmail API
• Feature/Setting: Automated email draft/sending via Gmail API (users.messages.send).
• Sample configuration: Personalized payment reminder with invoice PDF attachment.
3.7. Salesforce
• Feature/Setting: Process Builder automates outbound email/notification when payment status changes.
• Sample configuration: If “Due Status” = “Overdue”, execute email/send WhatsApp logic.
3.8. HubSpot
• Feature/Setting: Workflow automation to send email or SMS based on “Deal Stage” (API: /automation/v3/workflows).
• Sample configuration: Automatedly move customer into notification workflow once due.
3.9. Mailgun
• Feature/Setting: Automatedly send transactional payment reminders via Mailgun’s/Messages API.
• Sample configuration: Dynamic email templates for overdue invoices.
3.10. Zoho CRM
• Feature/Setting: Workflow Rules (Payment Due) triggers SMS or email via Zoho CRM API (POST /notifications/actions).
• Sample configuration: Setup automated rule for payment overdue pipeline.
3.11. Freshdesk
• Feature/Setting: Trigger automated ticket or email using Freshdesk API (POST /api/v2/tickets).
• Sample configuration: Create “Payment Reminder” ticket for pending dues.
3.12. Shopify
• Feature/Setting: Automated notification via Shopify Admin API webhook (orders/paid, fulfillment_events) sent to customer SMS/email.
• Sample configuration: Webhook triggers automation for unpaid orders.
3.13. WooCommerce
• Feature/Setting: Automate pending payment reminders with WooCommerce REST API (PUT /orders/{id}).
• Sample configuration: Order status triggers automated notifications.
3.14. Facebook Messenger
• Feature/Setting: Automated Messenger bot message using Messenger Send API (/me/messages).
• Sample configuration: Payment link sent automatedly.
3.15. Mailchimp
• Feature/Setting: Trigger automated campaign through Mailchimp Transactional API when invoice overdue.
• Sample configuration: API POST request with custom variables for pending customers.
3.16. Pabbly
• Feature/Setting: Automated email from Pabbly Email API or SMS via built-in connectors.
• Sample configuration: Scheduled automation for process follow-up notices.
3.17. Telegram
• Feature/Setting: Telegram Bot API (sendMessage method) sends automated payment notices.
• Sample configuration: Bot posts message to customer group/channel.
3.18. Pushbullet
• Feature/Setting: Automated push notification using Pushbullet API (POST /v2/pushes).
• Sample configuration: Instant alert to business owner on due accounts.
3.19. ActiveCampaign
• Feature/Setting: Automation workflow initiating email/SMS using ActiveCampaign API (POST /api/3/contacts).
• Sample configuration: Trigger on “Overdue” segment.
3.20. India SMS Gateway (e.g., MSG91)
• Feature/Setting: Automated SMS dispatch using MSG91 API (POST /api/v2/sendsms).
• Sample configuration: Template-based SMS to local saree shop customers.
3.21. Google Calendar
• Feature/Setting: Automated event reminders via Google Calendar API (Events.insert).
• Sample configuration: Calendar invite sent for scheduled payment.
3.22. Trello
• Feature/Setting: Automated card creation for pending payment cases with Trello API (POST /cards).
• Sample configuration: Automated task assigned to staff.
3.23. Monday.com
• Feature/Setting: Automation recipe triggers update on board when invoice overdue via Monday.com API.
• Sample configuration: Automated assignment and follow-up.
Benefits
4.2. Standardizes communication through multi-channel automators, increasing customer response rates.
4.3. Reduces reconciliation delays and automates payment workflows end-to-end.
4.4. Boosts cash flow by automatedly reducing average time to payment.
4.5. Ensures customer satisfaction through timely, consistent, and professional automated communication.
4.6. Enables scalable, auditable, and compliance-ready automated collections management in the saree retail sector.