Workflow · Finance
Instalment overdue → reminder and a task
An instalment past its due date sends the customer a polite reminder and gives you a task to call.
3 steps · 3 apps- TriggerAn instalment passed its due date with money still owedFinance
- 1ActionSend a message to the customerNotifications
- 2ActionCreate a taskTasks
- DoneLogged in the run history
How it works
3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Finance
An instalment passed its due date with money still owed
The flow starts the moment this happens in Finance — nobody needs to press a button.
- 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.
- 3
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
Apps it uses
- Finance
- Notifications
- Tasks
To run it
- Modules switched on: Finance, Notifications, Era
- Picking it in Era and looking it over once
Similar templates
Start with Instalment overdue → reminder and a task
Runs on your own Claude or ChatGPT subscription, or your API key.