Workflow · Finance
Invoice overdue → reminder and a task
An invoice past its due date sends the customer a polite reminder and gives you a task to call.
3 steps · 5 apps- TriggerAn issued invoice passed its due date unpaidInvoices
- 1ActionMessage the customer on WhatsAppWhatsAppEmailWhatsAppSMS
- 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 · Invoices
An issued invoice passed its due date unpaid
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.
- 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
- Invoices
- WhatsApp
- Email
- SMS
- Tasks
To run it
- Modules switched on: Invoices, Notifications, Era
- A connected channel for the message: Email, WhatsApp, SMS
- Picking it in Era and looking it over once
Similar templates
Start with Invoice overdue → reminder and a task
Runs on your own Claude or ChatGPT subscription, or your API key.