1.Monitor payment failure rows
Integrate Google Sheets and spreadsheet tools to detect payment failure rows and trigger outreach workflows from each new or updated row.
Send failed payment notices and SMS to subscribers
Automatically watch payment failure rows across Google Sheets. Send failed-payment outreach via email and SMS when rows are flaggedβso you can recover access, reduce churn, and cut manual follow-up without spreadsheets.
How this automation recovers customer access faster
When payment failures sit unaddressed in your sheet, delays can extend lockouts and worsen churn. This automation parses customer names and checks outreach eligibility, then sends tailored Gmail emails and JustCall SMS remindersβso your team recovers payments quickly.
Google Sheetsor swap with your favorite app
2.Parses greeting from name
Integrate Formatter by Zapier and data formatting tools to split customer fields and create a friendly greeting for outreach messages.
Formatter by Zapieror swap with your favorite app
3.Checks outreach eligibility
Integrate Filter by Zapier and rule logic tools to continue only for outreach flagged rows with at least an email or phone.
Filter by Zapieror swap with your favorite app
4.Sends tailored recovery email
Integrate Gmail and email templates to send a personalized HTML recovery email with a billing call to action.
Gmailor swap with your favorite app
5.Sends recovery SMS
Integrate JustCall and SMS reminders to send a concise billing link reminder when a valid phone number exists.
JustCallor swap with your favorite app
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Create failed payment records and notify the team
Failed payment notices arrive without a central place to act, leaving churn cases untriaged. This captures each failed charge to your tracker and notifies the team for same-day recovery outreach.
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Explore all dunning management automations
Recover overdue payments with automated reminder sequences, status updates, and escalation alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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