1.Captures new inbound emails
Integrate Email by Zapier and inbound email routing tools to trigger on new inbound email to centralize hotlist intake.
Create daily accounts receivable hotlist card and notify team
Automatically capture new inbound accounts receivable hotlist emails across Email by Zapier and Trello. Get instant alerts when hotlist emails arrive, attachments are received, or daily balances spikeβso you can create dated hotlist cards, attach files, and notify billing without manual triage.
How this automation accelerates your hotlist follow-up
When new inbound hotlist emails land, delays can stall collections and slow billing prioritization. This automation captures each message, formats a daily list, creates Trello cards with attachments, and notifies your billing channelβso your team can act immediately.
Email by Zapieror swap with your favorite app
2.Formats the hotlist date
Integrate Formatter by Zapier and date formatting tools to map the received timestamp to format the daily list date.
Formatter by Zapieror swap with your favorite app
3.Finds the matching list
Integrate Trello and task board workflows to find a list by the formatted date and continue only for qualifying lists.
Trelloor swap with your favorite app
4.Creates a dated hotlist card
Integrate Trello and file attachment tools to create a card on the found list, add attachments, and set the due date.
5.Notifies the billing channel
Integrate Slack and team messaging tools to send a message with the card name, card link, and incoming attachment for quick review.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Xero, Formatter by Zapier, monday.comSwap with your favorite apps.
Add authorised invoices to accounts receivable chase board
Your authorised sales invoices sit untracked in the accounting system, delaying collections and hiding who to chase. Add them to your AR chase board so billing staff can start outreach same day.
- Apps: Xero, Formatter by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add authorised invoices to tracker and notify finance
You get authorised invoices that skip collections, leaving owner and due-date details missing. Record each invoice in your finance tracker and notify billing so collections can start same day.
- Apps: Xero, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add authorised invoices to your AR tracking sheet
Your authorised invoices aren't logged centrally, forcing billing staff into manual lookups and missed due-date follow-ups. Consolidate due dates, contacts, and amounts so billing staff can act same day.
- Apps: Jotform, Microsoft ExcelSwap with your favorite apps.
Add bad-debt collection entries to central clinic report
Your front-desk collection submissions are scattered, delaying billing reconciliation and audits. This log keeps records complete and ready for billing ahead of monthly reconciliation.
- Apps: Jobber, Filter by Zapier, LeadConnectorSwap with your favorite apps.
Add billing contact and tag past-due invoices for follow-up
Your past-due invoices lack tagged billing contacts, leaving follow-up ad hoc and inconsistent. Keep client contact records updated so billing staff can begin outreach the same business day.
- Apps: Xero, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add debtor rows from authorised invoices for billing team
Your authorised invoices aren't logged centrally, leaving collections records incomplete and billing staff without payment context. They are added to the debtor sheet so billing staff can reconcile and start collections the same day.
- Apps: FanBasis, Filter by Zapier, Formatter by Zapier, LeadConnector, SlackSwap with your favorite apps.
Add declined payment contacts and alert your team
Your failed payments arrive untracked, leaving recovery outreach unassigned and reconciliation delayed. Get tagged contact records and a Slack alert so billing staff can start recovery the same day.
- Apps: Gmail, Formatter by Zapier, Zapier Tables, Google ChatSwap with your favorite apps.
Add declined payment records from email to table
Your inbox receives declined payment emails that go untracked, delaying collections. Create records and alert billing so failures are resolved before the next billing run.
- Apps: HubSpot, Formatter by Zapier, Filter by Zapier, Zapier Tables, Google Sheets, SlackSwap with your favorite apps.
Add early delinquency escalation row and notify account owner
Your customers' unpaid invoice changes leave account owners unaware and delay collections. Get an escalation row and direct rep alert for prioritized outreach within days.
- Apps: Stripe, Filter by Zapier, Webhooks by ZapierSwap with your favorite apps.
Add failed $50 customer payments to escalation sequence
Failed one-time $50 payments go unhandled, creating manual follow-ups and collection delays for billing. This moves customers into an escalation list so billing can resolve payments same day.
- Apps: Stripe, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add failed invoices to receivables sheet for tracking
Your failed invoices are not logged centrally, leaving billing staff and project managers blind to missed payments. Record failures to a shared sheet so finance can begin recovery the same day.
- Apps: Webhooks by Zapier, Filter by Zapier, HubSpotSwap with your favorite apps.
Add failed payment contacts to billing recovery lists
Failed payment events arrive without updated contacts, leaving billing unable to prioritize follow-up. It adds or updates the contact and enrolls them on a recovery list for same-day collections action.
- View all
Explore all collections management automations
Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.