1.Monitor new spreadsheet row
Integrate Google Sheets and spreadsheet mapping tools to trigger on new rows for invoice reference and client phone to start reminders.
Send SMS reminders for overdue invoices
Automatically detect new spreadsheet rows across Google Sheets for outstanding invoice data, and create a tracked SMS reminder flow. Send SMS collection reminders when service dates and amounts are mapped and scheduled, so billing teams can act without manual outreach or status chasing.
How this automation accelerates collections follow-up
When new invoice rows go unpursued, overdue balances linger and follow-up gets delayed. This automation turns each new row into a tracking record, formats dates, schedules delivery, and sends SMS remindersβso your team can reduce aging accounts receivable.
Google Sheetsor swap with your favorite app
2.Create tracking record
Integrate Zapier Tables and database tracking to create a record and map invoice reference, phone, and amount due to the row.
Zapier Tablesor swap with your favorite app
3.Format service date
Integrate Formatter by Zapier and date formatting tools to format the mapped service date into a readable string for messages.
Formatter by Zapieror swap with your favorite app
4.Schedule SMS send time
Integrate Delay by Zapier and scheduling tools to branch immediate sends or delay until the scheduled send date.
Delay by Zapieror swap with your favorite app
5.Send SMS message
Integrate Quo and messaging tools to send the templated SMS to the mapped phone with date and amount, then log success.
Quoor swap with your favorite app
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Add failed invoices to receivables sheet for tracking
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Explore all collections management automations
Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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