1.Find 35-day past-due invoice rows
Integrate Google Sheets and spreadsheet filters to identify past-due records and return property, invoice number, and due date.
Send 35-day past-due invoice reminders to property clients
Automatically monitor your aging worksheet across Google Sheets and deliver reminder emails with invoice PDFs across Google Drive and Gmail. Create outreach when 35-day past-due invoices, due dates cross day 35, or aging flags updateβso you can send reminders, attach documents, and copy the right finance contacts without manual follow-up.
How this automation protects collections follow-up
When 35-day past-due invoices linger, overdue cash flow becomes a manual drain. This automation finds matching invoice records, locates invoice PDFs, and sends contact-specific reminders with attachmentsβso your team can reduce follow-up gaps.
Google Sheetsor swap with your favorite app
2.Loop through each invoice record
Integrate Looping by Zapier to iterate rows and expose per-invoice values for subsequent invoice and contact lookups.
Looping by Zapieror swap with your favorite app
3.Search for the matching invoice PDF
Integrate Google Drive and file search tools to find a PDF in your folder by invoice number and return the file reference.
Google Driveor swap with your favorite app
4.Look up property billing contact
Integrate Google Sheets and spreadsheet lookups to match property name to contact email and optional cc fields.
5.Send the reminder email with attachment
Integrate Gmail and email outreach tools to send a templated reminder, attach the PDF when found, and set reply-to.
Gmailor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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