Scheduled payment reminders for clients

Purpose

1. Automate the process of sending scheduled payment reminders to clients for scaffolding rental services, reducing manual follow-up, accelerating payments, and minimizing overdue invoices.

2. Improve operational efficiency in billing, payments, and invoices by using automatable workflows for precise, timely client notifications across multiple channels.

3. Maintain professional client engagement and ensure record-keeping of reminder communications by integrating automation across platforms.

Trigger Conditions

1. Automated detection of upcoming payment due dates based on rental agreement terms.

2. Triggered by invoice status (unpaid, partially paid, overdue) within the rental management system.

3. Scheduled automator runs (e.g., daily/weekly scan) for pending invoice records.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use the Message API to automatically send SMS payment reminders based on due dates; configure message body, recipient, and sender.
  

Example: Automate POST /2010-04-01/Accounts/{AccountSid}/Messages.json with parameters: To, From, Body.

2. SendGrid

• Feature/Setting: Scheduled transactional emails using SendGrid’s Mail Send API; configure templates and personalize content.
  

Example: Automate POST /v3/mail/send API with dynamic template data for the reminder.

3. Outlook (Microsoft 365)

• Feature/Setting: Automated scheduled email reminders using Outlook Mail REST API or Power Automate; set recipient, subject, and scheduling.
  

Example: Automate POST /me/sendMail with parameters for template content.

4. Gmail

• Feature/Setting: Automate message send via Gmail API for scheduled reminders, configuring To, Subject, Body, and time.
  

Example: Automate users.messages.send with RFC822 encoded email.

5. WhatsApp Business API

• Feature/Setting: Use template messages for automated payment reminders to client WhatsApp numbers; configure business templates and trigger.
  

Example: Automate sending via POST /v1/messages with template payload.

6. Slack

• Feature/Setting: Automated direct message or channel post via Slack API to notify clients (where relevant); configure channel/user, text, and attachments.
  

Example: Automate chat.postMessage with reminder payload.

7. Salesforce

• Feature/Setting: Automate scheduled tasks and email reminders using Salesforce Process Builder/Flow; configure workflow and notification template.
  

Example: Automate process with "Send Email Alert" action on payment due criteria.

8. QuickBooks Online

• Feature/Setting: Automated payment reminder emails using QuickBooks Online API; enable scheduled reminders via API for unpaid invoices.
  

Example: Automate reminders using PATCH /v3/company/{companyId}/invoice/{invoiceId} endpoints.

9. Zoho Books

• Feature/Setting: Set up automated payment reminders for pending invoices with Zoho Books API; configure frequency and client contact method.
  

Example: Automate POST /v3/invoices/reminders.

10. Xero

• Feature/Setting: Automated invoice reminders configurable via Xero API; schedule reminders for specific invoice status.
  

Example: Automate PUT /api.xro/2.0/Invoices/{InvoiceID}/ReminderSettings.

11. Mailgun

• Feature/Setting: Automated emails for reminders using Mailgun API; configure domain, recipient, subject, and template.
  

Example: Automate POST /v3/{domain}/messages.

12. HubSpot

• Feature/Setting: Automate email workflows using HubSpot Workflows API; set trigger on invoice due date, choose template.
  

Example: Automate POST /automation/v3/workflows/{workflowId}/enrollments/contacts/{email}.

13. FreshBooks

• Feature/Setting: Automated reminder emailing via FreshBooks API; configure recurrence and customization.
  

Example: Automate POST /api/accounting/account/{accountId}/invoices/invoice-reminders.

14. Stripe

• Feature/Setting: Automated payment reminders and retry logic via Stripe Billing API; use invoice settings.
  

Example: Automate configuration of reminders in Stripe Dashboard or API calls.

15. Pabbly

• Feature/Setting: Scheduled reminder emails or SMS via configured workflows; select trigger action for invoices due.
  

Example: Automate workflow in Pabbly Connect for scheduled sends.

16. Zendesk

• Feature/Setting: Automated ticket creation and email notification for payment reminders via Zendesk API; customize triggers and macros.
  

Example: Automate POST /api/v2/tickets with reminder content.

17. ClickSend

• Feature/Setting: Send automated SMS or voice call reminders using ClickSend’s API; set up recurring sends based on schedule.
  

Example: Automate POST /v3/sms/send for reminders.

18. ActiveCampaign

• Feature/Setting: Email automation via ActiveCampaign API; configure automated campaign for billing reminders.
  

Example: Automate POST /api/3/contacts/{contactID}/automation.

19. Monday.com

• Feature/Setting: Automated notifications and emails using Monday.com’s automations or API, triggered on payment status column.
  

Example: Automate using POST /v2 with reminder mutation.

20. Intercom

• Feature/Setting: Automatic in-app message or email reminders using Intercom API; target clients based on invoice data.
  

Example: Automate POST /messages with user and content.

Benefits

1. Reduces manual workload by automatedly handling routine client communications.

2. Ensures timely notifications, decreasing overdue payments through automation.

3. Provides scalable, repeatable automator workflows adaptable to growing client lists.

4. Improves record-keeping, compliance, and audit trails via automated message logs.

5. Enhances client trust and satisfaction by automating professionalism in billing operations.