Workflow · Finance
Invoice due soon → friendly reminder
Three days before an invoice is due (Invoices settings) the customer gets a friendly reminder with the amount.
2 steps · 4 apps- TriggerAn issued invoice falls due soonInvoices
- 1ActionMessage the customer on WhatsAppWhatsAppEmailWhatsAppSMS
- 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
Trigger · Invoices
An issued invoice falls due soon
The flow starts the moment this happens in Invoices — nobody needs to press a button.
- 2
Action · WhatsApp
Message the customer on WhatsApp
The customer gets a message by Email, WhatsApp or SMS — whichever reaches them first. You write the text when you set it up.
Apps it uses
- Invoices
- WhatsApp
- Email
- SMS
To run it
- Modules switched on: Invoices, Notifications
- A connected channel for the message: Email, WhatsApp, SMS
- Picking it in Era and looking it over once
Similar templates
Start with Invoice due soon → friendly reminder
Runs on your own Claude or ChatGPT subscription, or your API key.