1.Runs the daily follow-up schedule
Integrate Schedule by Zapier and automation scheduling to check for due invoices and trigger follow-up processing automatically.
Send overdue invoice follow-up emails to payer contacts
Automatically monitor scheduled follow-ups across Airtable and Gmail. Create and update reminders when daily invoice aging checks runβso you can remind clients, process order records, and mark follow-up dates without manual follow-ups.
How this automation accelerates overdue payments
When the daily 07:00 follow-up run happens, unpaid orders can slip and billing staff lose time chasing reminders. This automation finds unpaid records, sends email reminders, and updates order follow-up datesβso your team can collect faster.
Schedule by Zapieror swap with your favorite app
2.Finds unpaid orders for follow-up
Integrate Airtable and database table filtering to find records in the invoice sent stage with payment amount equal to zero.
Airtableor swap with your favorite app
3.Loops through order references
Integrate Looping by Zapier and iteration controls to process each order reference one at a time.
Looping by Zapieror swap with your favorite app
4.Looks up related application records
Integrate Airtable to map the order reference to an application record and retrieve client and invoice follow-up fields.
5.Sends a payment reminder email
Integrate Gmail and email templating to send the reminder and BCC a team address when appropriate.
Gmailor swap with your favorite app
6.Updates the order follow-up date
Integrate Airtable and record updates to set follow-up date to today and append a reminder note for billing.
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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