Send escalating invoice reminders before and after due date with payment link refresh.
This automation starts when stripe invoice open — scheduled relative to due date. It gmail send friendly reminder and whatsapp due date whatsapp nudge, then 7 days overdue Slack alert to finance; payment stops sequence.
Read-only visualization of how data moves from trigger to final result.
Stripe invoice open status relative to due date
7 days before due friendly Gmail reminder with payment link
On due date WhatsApp reminder if phone on customer record
7 days overdue Slack alert to finance; payment stops sequence
Schedule
Alert
Alert
Alert
Remove repetitive steps from Payment Reminder so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~8 min
Schedule trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Stripe invoice `open` status triggers reminder schedule—7 days before due friendly Gmail, on due date WhatsApp if phone on customer, 3 days overdue firm email with late fee note if configured, 7 days overdue Slack alert to finance and account rep. Payment webhook stops sequence and sends thank-you email.
Some steps run in preview until their integrations go live.
Stripe invoices, Gmail, Twilio WhatsApp, Slack, HubSpot customer lookup.
Adjust days before/after due per customer tier—enterprise gets longer grace.
Each reminder embeds current Stripe hosted invoice URL.
Optional percentage note after day 3 overdue if legal terms allow.
Sandbox invoice through full reminder path and payment stop.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Slack Channel | text | #general | No |
| Gmail Search Query | text | is:unread | No |
Reminders continue for remaining balance with updated amount.
HubSpot `dispute_open` flag pauses all reminders until cleared.
Consolidated reminder lists all open invoices in one email.
Customer language field selects Arabic template branch.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
309 total reviews
We deployed this across three locations and saw immediate time savings. The Payment Reminder workflow handles edge cases we didn't expect it to.
+ Scales well as we grow · Integrations worked on first try
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ Saved our team 10+ hours weekly · Reliable triggers every time
− Took longer than estimated for advanced config
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ Setup was straightforward · Great documentation
Stripe invoice `open` status triggers reminder schedule—7 days before due friendly Gmail, on due date WhatsApp if phone on customer, 3 days overdue firm email with late fee note if configured, 7 days overdue Slack alert to finance and account rep. Payment webhook stops sequence and sends thank-you email.
Activate Payment Reminder with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Payment Reminder.
Current version: 1.2.0
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