Create payment follow-up tasks for overdue customer deals

Your dunning deals miss consistent follow-up, delaying collections and creating customer confusion. It schedules payment-check tasks so support can call and resolve balances before the next billing run.

Workflow preview:

Zap details:

Overview

Inconsistent dunning follow-up turns small past-due balances into aging receivables and extra manual work for support ops. This workflow guarantees every deal flagged by your dunning filter gets a scheduled payment-check activity, enabling timely call-based recovery and cleaner books before the next billing run.