No AI required
Accounting & Finance
Synchronize customers and invoices between systems
Keep your business application, CRM and accounting software in step — automatically.
- 01Record changes
- 02Map fields
- 03Update other systems
- 04Log & report errors
Automation recipe · Accounting & Finance
Send payment reminders
Friendly reminders before and after invoices are due — escalating only when needed.
Automate this process No AI required
Workflow
- 01Invoice due soon
- 02Send reminder
- 03Overdue?
- 04Follow-up sequence
- 05Escalate
The problem
Chasing overdue invoices is uncomfortable and easy to postpone. Cash flow suffers while invoices sit unpaid.
What the automation does
Unpaid invoices are checked daily. Customers receive courteous reminders before the due date and on a schedule afterwards, with a payment link; long-overdue accounts are escalated to a person.
The benefit
Faster payment and steadier cash flow, with consistent, polite communication.
How it works
- 01
Open invoices and due dates are read from your accounting system.
- 02
A sequence of reminders is sent based on days before or after the due date.
- 03
Payments received stop the sequence automatically.
- 04
Accounts beyond a threshold are escalated to a named person.
Often paired with
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Email & Communication
Turn incoming emails into CRM leads
New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
- 01Incoming email
- 02Extract details
- 03Create CRM lead
- 04Notify salesperson
AI-assisted
Email & Communication
Classify and route customer inquiries
Sort sales, support, billing and urgent messages automatically and send each to the right place.
- 01Incoming message
- 02Classify topic & urgency
- 03Route to team
- 04Escalate if urgent
Want this working in your business?
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.