1.Catches Hook JSON payload
Integrate Webhooks by Zapier and data parsing to map invoice fields and customer contact data to the workflow.
Send invoice payment reminders and update records to customers
Automatically catch invoice reference payloads across Webhooks by Zapier and your invoicing workflows. Create and update records when invoice batches arrive, invoice due dates change, or reminder events qualifyβso you can update reminder history, send payment reminders, and keep spreadsheet rows current without manual follow-up.
How this automation accelerates invoice follow-up
When invoice details arrive in batches, delays can stall collections and increase unpaid balances. This automation catches payloads, finds or creates records, and sends email or SMS remindersβso your team can recover payments faster.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates invoice record
Integrate Zapier Tables to find by invoice reference and update reminder count and history or create a new record.
Zapier Tablesor swap with your favorite app
3.Sends invoice payment email
Integrate Gmail and email delivery to send reminders using invoice link or PDF link, dates, and the invoice comment.
Gmailor swap with your favorite app
4.Sends SMS payment reminder
Integrate SMS Partner and messaging tools to send SMS for qualifying records when only a phone number is present.
SMS Partneror swap with your favorite app
5.Deletes processed spreadsheet row
Integrate Google Sheets and spreadsheet automation to delete the processed row so invoice batches stay current.
Google Sheetsor 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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