1.Find the related Opportunity record
Integrate Salesforce and data mapping tools to find the related Opportunity and map invoice fields to continue.
Send 75-day past due invoice with PDF attachment
Automatically monitor outbound message notifications for Opportunities across Salesforce. Create and update when a 75-day notice is eligible, a PDF can be generated, or the sent flag is still unsetβso you can generate invoice PDFs, send past-due emails, and mark records as notified without manual follow-up.
How this automation accelerates 75-day collections
When outbound message notifications arrive with record IDs, delays can stall follow-up for past-due invoices. This automation finds eligible records, creates invoice PDFs and sends emails, and updates Salesforce sent flagsβso your team improves cash flow without manual follow-up.
Salesforceor swap with your favorite app
2.Filter for 75-day invoice eligibility
Integrate Filter by Zapier and eligibility rules to continue only for invoice-eligible records not yet marked sent.
Filter by Zapieror swap with your favorite app
3.Format invoice fields for the template
Integrate Formatter by Zapier and formatting tools to map sale date to invoice date and format currency for the PDF.
Formatter by Zapieror swap with your favorite app
4.Create the invoice PDF attachment
Integrate CraftMyPDF.com and PDF template tools to populate invoice details and output a downloadable PDF reference.
CraftMyPDF.comor swap with your favorite app
5.Send past-due email with PDF
Integrate Gmail and email templates to send the past-due notice, attach the PDF, and include configured BCC.
Gmailor swap with your favorite app
6.Mark the record as notified
Integrate Salesforce and CRM updates to set the 75-day notice sent flag and timestamp on the record.
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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