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Workflow · Finance

Instalment due soon → WhatsApp reminder

A few days before an instalment is due (Finance settings → reminder days) the customer gets a reminder with the amount and the date.

Use in EraAll templates
2 steps · 2 apps
How it looks in the workflow editor
  1. Trigger
    An instalment falls due within the reminder window (Finance → reminder days)Finance
  2. 1Action
    Send a message to the customerNotifications
  3. DoneLogged in the run history

How it works

2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Finance

    An instalment falls due within the reminder window (Finance → reminder days)

    The flow starts the moment this happens in Finance — nobody needs to press a button.

  2. 2

    Action · Notifications

    Send a message to the customer

    The customer gets a message by WhatsApp. You write the text when you set it up.

Apps it uses

  • Finance
  • Notifications

To run it

  • Modules switched on: Finance, Notifications
  • Picking it in Era and looking it over once

Similar templates

Start with Instalment due soon → WhatsApp reminder

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era