1.Detect chatbot button clicks
Integrate Zapier Forms and chat intake tools to watch for new dunning requests and trigger the reminder workflow.
Send overdue payment alerts to billing chat channel
Automatically monitor chatbot button clicks across Zapier Forms and finance messaging tools. Get templated chat reminders when dunning starts, overdue reminders are requested, or language codes changeβso you can send WhatsApp and SMS messages, clean phone numbers, and reduce manual follow-up.
How this automation protects collections for overdue accounts
When dunning actions start but reminders are delayed, overdue accounts can stay unpaid. This automation pulls dunning rows, cleans phone numbers, selects language templates, and sends WhatsApp and SMS remindersβso your team can recover cash faster.
Zapier Formsor swap with your favorite app
2.Gets matching dunning rows
Integrate Google Sheets and spreadsheet lookup tools to pull recent dunning rows and map invoice fields to variables.
Google Sheetsor swap with your favorite app
3.Cleans phone numbers
Integrate Formatter by Zapier and phone normalization tools to format phone numbers and prepare valid To numbers.
Formatter by Zapieror swap with your favorite app
4.Branches by language code
Integrate Paths by Zapier and message template routing tools to select the correct template based on language code.
Paths by Zapieror swap with your favorite app
5.Sends WhatsApp or SMS templates
Integrate Twilio and messaging template tools to send templated reminders and fill template variables for overdue accounts.
Twilioor swap with your favorite app
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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