1.Detect invoice enters 30% state
Integrate monday.com and invoice trackers to monitor the configured column change state for dunning eligibility.
Send 30% payment reminders and update invoice records
Automatically detect invoice row 30% reminder state changes across monday.com. Send staged customer messages and update invoice records when reminder state activates, invoice enters 30% state, or reminder column changesβso you can reduce manual follow-up, advance reminder stages, and keep invoice statuses current without manual follow-up.
How this automation keeps payment reminders on track
When an invoice sits in 30% reminder state, delays can stall payment and create manual dunning work. This automation monitors invoice state, filters exceptions, sends staged messages, and updates invoice recordsβso your team can follow up at the right time.
monday.comor swap with your favorite app
2.Filter out ineligible invoices
Integrate Zapier filters and data rules to continue only for qualifying invoice records and stop for paid or loan cases.
Filter by Zapieror swap with your favorite app
3.Send 30% reminder message
Integrate respond.io and messaging templates to send the configured 30% reminder to the mapped customer contact.
respond.ioor swap with your favorite app
4.Delay before next reminder
Integrate Zapier delay and timing controls to wait 7 days before triggering the next staged reminder.
Delay by Zapieror swap with your favorite app
5.Update invoice reminder status
Integrate monday.com and invoice trackers to update the item with the next reminder state and outreach note.
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