How to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ?

Creating a New Automation with Webhooks

A Google sheet with dummy data is given which can be used for various purposes by using the date and payment status columns, and it includes fields for name, number, and up to seven other fields for mapping or storing data.

Gsheet URL - https://tinyurl.com/2z59xru4

To create a new automation, select webhook trigger, copy the webhook URL, and go to the payment status alerts option, then click on settings and save the webhook URL, with the option to add multiple triggers.

Triggers can be set based on payment status and days, with options to send reminders before, on, or after the due date, and the ability to set conditions for overdue payments.

The "before" option is used to send reminders a specified number of days before the due date, with "one" meaning one day before, "zero" meaning on the same day, and "minus one" meaning one day after.

Managing Triggers

Multiple triggers can be created and stored, and can be edited or removed at any time, with the ability to add new triggers as needed.

The automation builder can be used to capture incoming webhooks and create sample data, with the option to send alerts based on conditions such as payment status and due date.

Automation Builder and Sample Data

The sample data includes fields such as payment status, name, and event date, and can be used to test the automation and ensure it is working correctly.

Routers can be added to the automation to check conditions such as payment status and due date, and to send template messages with mapped variables.

Adding Routers and Setting Conditions

Multiple conditions can be set for each router, such as sending reminders one day before or after the due date, and the automation can be customized to meet specific needs.

To send payment reminders or invoice due date alerts via WhatsApp, a workflow can be set up with conditions to match specific triggers, such as payment status and date, and routers can be added to filter and send messages accordingly.

Setting up a Workflow for WhatsApp Reminders

The workflow can be customized to send messages based on different conditions, such as payment status being pending, and the date being today, one day before, or one day after, and multiple routers can be added to cover different scenarios.

The same process can be applied to payment status being paid, and routers can be added for different triggers, such as one day before, today, and one day after .

For overdue payments, a basic router can be added to filter and send messages, and multiple routers can be created to cover different timeframes, such as 5 days before or 10 days after.

The workflow can be saved and enabled, and then all matching alerts based on the triggers and today's date will be sent quickly and easily by clicking on "Send alerts" .

Payment Status and Date Format

The payment status column can have any value, and it can be used for triggers and filters accordingly.

It is essential to note that the date format used is month-date-year, and not date-month-year, as this affects the days calculations.

Automation Flow template: /products/automation/flow/ca788e47ccea6c3a90eee01a93244c32