1.Triggers daily invoice reminder check
Integrate Schedule by Zapier to run a daily trigger for approved invoice reminders in your workflow.
Send daily payment reminders to approvers and billing staff
Automatically checks for approved invoices across Schedule by Zapier and WhatsApp Notifications. Get payment reminders when invoice approvals happen, backlog matches qualify, or payment references need follow-upβso you can confirm amounts, notify approvers, and reduce missed payments without manual follow-up.
How this automation accelerates your approval follow-up
When approved invoices need follow-up, delays can cause missed payments and stalled approvals. This automation fetches approved invoices, finds matching backlog records, and sends WhatsApp remindersβso your team confirms payments without manual outreach.
Schedule by Zapieror swap with your favorite app
2.Fetches approved invoice objects
Integrate Code by Zapier or Webhooks by Zapier to fetch approved invoices from your payment database for processing.
Webhooks by Zapieror swap with your favorite app
3.Matches invoices to backlog records
Integrate Zapier Tables and analytics tools to find matching backlog records and continue only for qualifying invoices.
Zapier Tablesor swap with your favorite app
4.Iterates invoices and maps message fields
Integrate Looping by Zapier and templating tools to iterate each invoice and map amounts, recipients, and references.
Looping by Zapieror swap with your favorite app
5.Sends templated payment reminders
Integrate WhatsApp Notifications and messaging templates to send a payment reminder with amount, payee, IBAN, and reference.
WhatsApp Notificationsor swap with your favorite app
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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