Automate your dunning management with Zapier
Automatically trigger and track overdue payment follow-up across every unpaid invoice and customer touchpoint. Get instant alerts when invoices go overdue, reminders go unanswered, or payment statuses change—so you can recover revenue, prioritize outreach, and reduce late balances without manual chasing.
Automate dunning management across your accounts receivable tools, including:
Automation templates
- Apps: Stripe, Webhooks by Zapier, GmailSwap with your favorite apps.
Add failed invoice contact to billing follow-up list
Your failed invoice payments block clients from accessing assessments and delay coaching start. Add each failed payer to a billing follow-up queue so issues are resolved same day.
- Apps: Stripe, Email by Zapier, Google Sheets, TwilioSwap with your favorite apps.
Add failed payment rows and alert billing staff
Failed payments arrive without contact or amount context, leaving billing staff unable to act and slowing collections. Capture each failed payment to a ledger and email billing staff so recovery outreach happens same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Stripe, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add failed payments to recovery tracker for ops
Your failed payment webhooks leave subscription and campaign access unclear, delaying outreach and fulfillment. Centralize failures into a recovery tracker so you can triage and restore access same day.
- Apps: Whop, Filter by Zapier, KitSwap with your favorite apps.
Add failed payment tag to subscriber for recovery
Your program renewal failures arrive without contact flags, delaying billing follow-up and risking churn among enrolled clients. Tag subscribers on renewal failures so billing and program managers can start recovery outreach same day.
- Apps: Email by Zapier, Maximizer CRM Code von ZapierSwap with your favorite apps.
Attach inbound dunning emails to the customer record
Your dunning emails sit in a mailbox unlinked to accounts, leaving receivables staff without payment context. It centralizes those emails on the customer record so billing can act same day.
- Apps: Sub-Zap by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create and update dunning ledger rows from events
Your dunning events and escalations are scattered, delaying reconciliation. Centralize sheet rows and trigger timely follow-up so controlling can reconcile before month-end.
- Apps: Chargify, Email by Zapier, Google SheetsSwap with your favorite apps.
Create cancellation log row for dunning team seat members
Your dunning-canceled subscriptions aren't recorded centrally, leaving ops blind to team-seat churn and reconciliation gaps. Log cancellations to a shared sheet so billing can reconcile same day.
- Apps: Stripe, Filter by Zapier, LeadConnector, SlackSwap with your favorite apps.
Create contact and notify team for failed billing event
Failed customer payments leave billing without contact tags or collection context, stalling outreach. The workflow tags or updates contacts and notifies billing coordinators so outreach starts same day.
- Apps: Stripe, Filter by Zapier, Code by Zapier, LeadConnector, SlackSwap with your favorite apps.
Create delinquent payment contact and notify payments team
Your failed subscription payments leave billing records incomplete and threaten scheduled services. Capture delinquent contacts and notify payments staff so issues are resolved same day.
- Apps: Recurly, Google Sheets, Formatter by Zapier, SlackSwap with your favorite apps.
Create dunning rows for unpaid support renewals and expiry
Unrecorded unpaid support renewal invoices leave your AR team without a clear follow-up list. It writes those invoices to a dunning sheet so AR coordinators can send reminders before month-end.
- Apps: Stripe, Delay by Zapier, Formatter by Zapier, Drip, Google SheetsSwap with your favorite apps.
Create failed payment record and tag affected customers
Your failed payments and invoice errors leave billing and operations scrambling to find who needs follow-up. They get a tagged subscriber and a logged row for same-day reconciliation.
- Apps: Stripe, Filter by Zapier, Google Sheets, Formatter by Zapier, Close, GmailSwap with your favorite apps.
Create failed payment records and notify the team
Failed payment notices arrive without a central place to act, leaving churn cases untriaged. This captures each failed charge to your tracker and notifies the team for same-day recovery outreach.
- Apps: Stripe, Filter by Zapier, Webhooks by Zapier, AirtableSwap with your favorite apps.
Create failed subscription charge records for billing team
Your failed subscription charges go untracked, forcing billing staff to reconcile manually. It logs each failed charge so finance can prioritize recovery before the next billing run.
- Apps: Webhooks by Zapier Formatter von ZapierSwap with your favorite apps.
Create follow-up payment task for billing ops team
You receive missing payment notices without structured follow-up, causing collections delays and reconciliation gaps. It creates billing tasks so AR can triage same day.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
What is dunning management automation?
Dunning management automation uses software to monitor and act on overdue payments without manual follow-up. Teams can send reminders, escalate accounts, and update records when invoices become delinquent.
COMMON DUNNING MANAGEMENT CHALLENGES
Missing overdue invoices until cash slips
Slow follow-up when payments lapse
Manual updates across billing and CRM
No unified view of collection activity
Transform your dunning management with Zapier
Zapier helps finance teams turn dunning management into a faster, more consistent automation system. Send payment reminders, escalate overdue accounts, and log collection activity—and that's just the start.
Payment reminders
Keep every overdue reminder on time
Zapier automates reminder outreach for overdue invoices and unpaid balances. Connect Stripe, Gmail, SendGrid, or Twilio to send messages when due dates pass or payment status changes. That means finance teams follow up faster without relying on manual reminder calendars.
Overdue invoice alerts
Catch unpaid invoices the moment they cross a due date and send an alert to Slack or Gmail so no account sits untouched.
Email reminder sequences
Launch a timed reminder series through Gmail, Microsoft Outlook, SendGrid, or Mailgun based on invoice age. Collections keeps moving without one-off sends.
SMS payment nudges
Reach customers by text with Twilio when email reminders go unanswered, helping finance teams add urgency before balances age further.
Customer-specific reminder rules
Route reminder timing by customer segment, invoice size, or account owner so outreach fits the right payment risk profile.
Shared reminder logs
Record every reminder in Google Sheets or Airtable so finance professionals can review contact history without digging through inboxes.
So funktioniert's
Dunning management automation connects your tools, detects overdue balances and follow-up gaps, and triggers workflows automatically. Monitor invoice status, reminder activity, and collection progress in real time—without manually chasing payments.
Schritt 1
Connect your tools
Integrate platforms like Stripe, Salesforce, HubSpot, CRM systems, and messaging tools to centralize dunning data.
Schritt 2
Define triggers
Set conditions for overdue invoices, failed payments, aging thresholds, or reminder gaps.
Schritt 3
Automate & measure
Send reminders, create follow-up tasks, notify owners, and continuously track payment recovery improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.