1.Monitors new board items
Integrate monday.com and workflow mapping tools to watch for new configured board items and trigger staged reminder outreach.
Send staged payment reminders by email and SMS
Automatically monitor new configured board items across monday.com and Twilio. Get email and SMS reminders sent when overdue item added, reminder stage shifts, or due date passesβso you can format amounts, route escalation templates, and notify customers without manual follow-up.
How this automation escalates your staged payment reminders
When new overdue items arrive in a board, delays can cost cash flow and turn dunning into manual work. This automation formats amounts and routes reminder stage and sends email and SMS notificationsβso your team can collect payments faster without chasing follow-ups.
monday.comor swap with your favorite app
2.Formats payment currency
Integrate Formatter by Zapier and locale settings to format the numeric amount into display currency for each reminder.
Formatter by Zapieror swap with your favorite app
3.Routes by reminder stage
Integrate Paths by Zapier and routing rules to evaluate the reminder stage field and continue down the matching path.
Paths by Zapieror swap with your favorite app
4.Sends stage-based email
Integrate Microsoft Outlook and email templates to send an email with formatted amount and due date using path-specific subjects.
Microsoft Outlookor swap with your favorite app
5.Sends stage-based SMS
Integrate Twilio and messaging rules to send an SMS only when a phone number is present, using formatted amount.
Twilioor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Stripe, Webhooks by Zapier, GmailSwap with your favorite apps.
Add failed invoice contact to billing follow-up list
Your failed invoice payments block clients from accessing assessments and delay coaching start. Add each failed payer to a billing follow-up queue so issues are resolved same day.
- Apps: Stripe, Email by Zapier, Google Sheets, TwilioSwap with your favorite apps.
Add failed payment rows and alert billing staff
Failed payments arrive without contact or amount context, leaving billing staff unable to act and slowing collections. Capture each failed payment to a ledger and email billing staff so recovery outreach happens same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Stripe, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add failed payments to recovery tracker for ops
Your failed payment webhooks leave subscription and campaign access unclear, delaying outreach and fulfillment. Centralize failures into a recovery tracker so you can triage and restore access same day.
- Apps: Whop, Filter by Zapier, KitSwap with your favorite apps.
Add failed payment tag to subscriber for recovery
Your program renewal failures arrive without contact flags, delaying billing follow-up and risking churn among enrolled clients. Tag subscribers on renewal failures so billing and program managers can start recovery outreach same day.
- Apps: Email by Zapier, Maximizer CRM, Code by ZapierSwap with your favorite apps.
Attach inbound dunning emails to the customer record
Your dunning emails sit in a mailbox unlinked to accounts, leaving receivables staff without payment context. It centralizes those emails on the customer record so billing can act same day.
- Apps: Sub-Zap by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create and update dunning ledger rows from events
Your dunning events and escalations are scattered, delaying reconciliation. Centralize sheet rows and trigger timely follow-up so controlling can reconcile before month-end.
- Apps: Chargify, Email by Zapier, Google SheetsSwap with your favorite apps.
Create cancellation log row for dunning team seat members
Your dunning-canceled subscriptions aren't recorded centrally, leaving ops blind to team-seat churn and reconciliation gaps. Log cancellations to a shared sheet so billing can reconcile same day.
- Apps: Stripe, Filter by Zapier, LeadConnector, SlackSwap with your favorite apps.
Create contact and notify team for failed billing event
Failed customer payments leave billing without contact tags or collection context, stalling outreach. The workflow tags or updates contacts and notifies billing coordinators so outreach starts same day.
- Apps: Stripe, Filter by Zapier, Code by Zapier, LeadConnector, SlackSwap with your favorite apps.
Create delinquent payment contact and notify payments team
Your failed subscription payments leave billing records incomplete and threaten scheduled services. Capture delinquent contacts and notify payments staff so issues are resolved same day.
- Apps: Recurly, Google Sheets, Formatter by Zapier, SlackSwap with your favorite apps.
Create dunning rows for unpaid support renewals and expiry
Unrecorded unpaid support renewal invoices leave your AR team without a clear follow-up list. It writes those invoices to a dunning sheet so AR coordinators can send reminders before month-end.
- Apps: Stripe, Delay by Zapier, Formatter by Zapier, Drip, Google SheetsSwap with your favorite apps.
Create failed payment record and tag affected customers
Your failed payments and invoice errors leave billing and operations scrambling to find who needs follow-up. They get a tagged subscriber and a logged row for same-day reconciliation.
- Apps: Stripe, Filter by Zapier, Google Sheets, Formatter by Zapier, Close, GmailSwap with your favorite apps.
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.
- View all
Explore all dunning management automations
Recover overdue payments with automated reminder sequences, status updates, and escalation alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.