1.Detect new deal in dunning filter
Integrate Pipedrive and CRM activity tools to catch new deal entries that match your configured dunning filter.
Create payment follow-up tasks for overdue customer deals
Automatically monitor overdue deal signals across Pipedrive. Create and update follow-up activities when deals enter dunning filters, payment-checks are missing, or follow-up windows expireβso you can protect collections and reduce duplicate reminders and keep due dates accurate without manual task scheduling.
How this automation creates payment follow-up tasks
When new deals appear in your configured filter, overdue follow-up can be missed and revenue timelines slip. This automation finds the exact deal, checks for recent payment-check activity, and creates a dated call or payment-check activityβso your team can follow up faster.
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2.Finds the exact matching deal
Integrate Pipedrive and CRM matching tools to locate the exact deal using the trigger payload fields.
3.Searches for recent payment checks
Integrate Pipedrive and activity tracking to search deal-linked activities for recent payment-check type entries.
4.Creates payment check activity
Integrate Pipedrive and task scheduling to create a dated Payment check Call activity with a due date and ownership.
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Recover overdue payments with automated reminder sequences, status updates, and escalation alerts
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