1.Catches overdue invoice payload
Integrate Webhooks by Zapier and incoming webhooks tools to receive the overdue invoice payload and pass invoice context to mapping.
Send past-due invoice email and schedule follow-up task
Automatically catch incoming invoice overdue payloads across Webhooks by Zapier and Pipedrive. Create AR follow-up emails and activities when overdue invoice payloads arrive, deal references match, or payment dates passβso you can recover cash faster, assign owners instantly, and stop manual chasing without manual reporting.
How this automation accelerates overdue invoice follow-up
When an overdue invoice webhook arrives, delays can stall collections and revenue recovery. This automation looks up deals and selects recipients, then sends a past-due email and creates a linked follow-up activityβso your team can act without chasing threads.
Webhooks by Zapieror swap with your favorite app
2.Finds the related deal
Integrate Pipedrive and CRM records tools to search for the deal using the incoming deal reference and pull the deal owner.
Pipedriveor swap with your favorite app
3.Chooses recipient and dates
Integrate Code by Zapier and date logic tools to map person and org email fields and generate dynamic follow-up dates.
Code by Zapieror swap with your favorite app
4.Sends past-due invoice email
Integrate Microsoft Outlook and email template tools to send the past-due notice with dynamic dates and a payment portal call to action.
Microsoft Outlookor swap with your favorite app
5.Creates linked follow-up activity
Integrate Pipedrive and activity tracking tools to create an AR follow-up activity on the deal, assigned to the deal owner.
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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