1.Detect updated payment plan record
Integrate Airtable and payment plan tracking to detect when a record update includes overdue indicators.
Send past-due notices and flag suspended membership accounts
Automatically monitor updated payment plan records across Airtable, Zapier routing steps, and Gmail. Create and update when days-past-due appears, overdue stage changes, or invoice links go missingβso you can send final notices, send suspension notices, and log audit comments without manual follow-up.
How this automation delivers faster past-due outreach
When payment-plan records are updated with overdue indicators, dunning can slip and memberships stay active too long. This automation filters qualifying records, routes to the right notice path, sends the past-due email, and logs the action for auditβso your team can recover receivables quickly.
Airtableor swap with your favorite app
2.Continue only when overdue qualifies
Integrate Filter by Zapier and dunning rules to verify invoice link presence and days-past-due existence.
Filter by Zapieror swap with your favorite app
3.Route by overdue stage
Integrate Paths by Zapier and workflow routing rules to branch to the final notice path or suspension path.
Paths by Zapieror swap with your favorite app
4.Send past-due notice email
Integrate Gmail and email templates to map recipients and message content, then send the final or suspension copy.
Gmailor swap with your favorite app
5.Log audit comment on the record
Integrate Airtable and audit tracking to add a timestamped comment showing which notice was sent.
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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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