1.Receives invoicing event
Integrate Webhooks by Zapier and data mapping to extract payer email, invoice due date, and sequence indicator to trigger reminder workflows.
Send invoice reminder emails and update deal records
Automatically catch incoming invoicing events across Webhooks by Zapier and Zapier Tables. Send context-rich reminder emails and update deal records so you can reduce missed payments, protect cash flow, and avoid manual follow-up.
How this automation updates deal records after reminders
When an invoicing event arrives, reminders can get delayed and invoices go unpaid. This automation finds the right template, formats the message, sends it, and updates deal status—so your team can follow up faster.
Webhooks von Zapieror swap with your favorite app
2.Finds the matching email template
Integrate Zapier Tables and template lookup to retrieve template body and subject based on sequence indicator to build the reminder content.
Zapier Tablesor swap with your favorite app
3.Fills placeholders in the email
Integrate Formatter by Zapier and placeholder replacement to produce the final email body from invoice reference fields and due date to finalize the message.
Formatter von Zapieror swap with your favorite app
4.Sends or creates the reminder email
Integrate Gmail and email attachments to send or save a draft and attach the download link to deliver the reminder.
Gmail (Englisch)or swap with your favorite app
5.Updates the deal with next status
Integrate Pipedrive and CRM fields to update the deal record with next sequence status and a reminder note to track follow-up progress.
Pipedrive (Englisch)or swap with your favorite app
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.
3,4 Millionen Unternehmen vertrauen uns
Related automations
- Apps: QuickBooks Online, Formatter by Zapier, AirtableSwap with your favorite apps.
Add vendor bill payments to central payment ledger
Your bill payments post in accounting without a centralized ledger, forcing manual lookups and slowing reconciliation for a small finance team. Centralize payments so staff reconcile same day.
- Apps: QuickBooks Online, Filter by Zapier, Delay by Zapier, SMS by Zapier Email von ZapierSwap with your favorite apps.
Charge Net 30 invoices by card when due
Your Net 30 invoices paid by card can slip uncharged, leaving receivables aging and cashflow uncertain. Accounting can act to attempt charges within 30 days.
- Apps: QuickBooks Online, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Create bill payment records in central payments table
Your bill payments only in accounting obscure cashflow and delay consultant invoicing. Logging payments to a central table gives your bookkeeper same-day reconciliation visibility.
- Apps: QuickBooks Online, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create bill payment rows in campaign finance ledger
Your bill payments enter accounting without campaign context and delay attribution. Get consolidated payment rows for campaign spend so reporting is accurate same day.
- Apps: PostgreSQL, Zendesk, GmailSwap with your favorite apps.
Create billpay triage tickets and email ops team
Your billpay over‑limit transactions are untriaged, leaving ops unaware and delaying remediation. Tickets and email alerts let payment ops resolve issues before the next settlement.
- Apps: Zoho Billing, Filter by Zapier, Formatter by Zapier, Stripe, Webhooks von ZapierSwap with your favorite apps.
Create invoice payment links and return them to billing
New invoices lack a payment link, forcing billing staff to create links manually and delaying collections. The flow posts a payment link to the invoice so customers can pay same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, NotionSwap with your favorite apps.
Create payment link request records for new submissions
Your payment link requests sent by webhook may go untriaged, delaying customer billing. This creates a centralized request record so billing staff can issue links same day.
- Apps: QuickBooks Online, Filter by Zapier, MollieSwap with your favorite apps.
Create payment links for outstanding invoices to customers
You create invoices and unpaid EUR bills stall cash collection and require manual link creation. It creates payment links so customers can pay faster the same day.
- Apps: QuickBooks Online, Zapier Tables, Filter by Zapier, Formatter by Zapier, Stripe, WebflowSwap with your favorite apps.
Publish invoice pages and create payment links for clients
You struggle when billing invoices aren't published as client-facing pages, leaving customers without a simple payment path. Publish invoices with payment links so customers can pay online same day.
- Apps: NetSuite, Formatter by Zapier, SlackSwap with your favorite apps.
Send bill payment alerts to finance channel instantly
Your paid bills aren't visible to AP, delaying reconciliation and vendor follow-up. Get immediate payment notices in your finance channel so reconciliations finish same day.
- Apps: Filevine, Formatter by Zapier, Short.io, TwilioSwap with your favorite apps.
Send client deposit payment link from case note
When you add a payment-tagged note, clients can miss a payment link and intake or renewals stall. It sends a short, white-label payment link to the client so deposits are collected same day.
- Apps: Stripe, SMTP by Zapier, Trustpilot, Zapier TablesSwap with your favorite apps.
Send invoice payment reminder and review invite to clients
Your finalized invoices may sit unpaid, blocking release of signed legal documents to clients. Send immediate payment reminders and a follow-up review request so documents can be released same day.
- View all
Explore all bill payment management automations
Streamline bill payments with automated approval routing, payment confirmations, and ledger updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.