Workflow · Finance
Payment received → thank-you receipt
Every payment collected gets a short “thank you, we received your payment” to the customer.
2 steps · 4 apps- TriggerMoney arrivedFinance
- 1ActionMessage the customer on WhatsAppWhatsAppWhatsAppSMSEmail
- 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 · Finance
Money arrived
The flow starts the moment this happens in Finance — nobody needs to press a button.
- 2
Action · WhatsApp
Message the customer on WhatsApp
The customer gets a message by WhatsApp, SMS or Email — whichever reaches them first. You write the text when you set it up.
Apps it uses
- Finance
- WhatsApp
- SMS
- Email
To run it
- Modules switched on: Finance, Notifications
- A connected channel for the message: WhatsApp, SMS, Email
- Picking it in Era and looking it over once
Similar templates
Start with Payment received → thank-you receipt
Runs on your own Claude or ChatGPT subscription, or your API key.