1.Monitor card moved to completed
Integrate Trello and workflow triggers to detect card activity for overdue invoice collection.
Send payment reminder email for overdue invoice cards
Automatically monitor cards moved to completed lists across Trello and accounts email delivery in Mailjet. Get polite reminder emails when cards move to completed, payment stays unrecorded, or invoice details stay incompleteβso you can delay sending, verify eligibility, and personalize the email without manual follow-up.
How this automation sends overdue payment reminders
When a Trello card moves to a completed list but payment details are missing, delays can create avoidable cash flow risk. This automation waits 14 days, filters invoice cards, formats the reminder, and sends an HTML emailβso your team can collect faster.
Trelloor swap with your favorite app
2.Wait 14 days before reminder
Integrate Delay by Zapier and automation timing to wait before sending the first reminder email.
Delay by Zapieror swap with your favorite app
3.Allow only eligible invoice cards
Integrate Filter by Zapier and invoice rules to confirm label, amount, and excluded domain checks.
Filter by Zapieror swap with your favorite app
4.Build greeting and email subject
Integrate Formatter by Zapier and email templating tools to compose greeting and subject content.
Formatter by Zapieror swap with your favorite app
5.Send HTML reminder email
Integrate Mailjet and email delivery tools to send the HTML reminder to the customer.
Mailjetor 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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