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Automation · Finance

Payment-Due Reminder

Daily, find installments due soon and message the client before the due date.

Structo·v1.0.0·3 steps
Daily · 10:00TRIGGERInstallment due in {d…QUERYSend payment reminderACTION

What it does

A collections helper: every day it finds contracts with an installment due within N days and sends the client a reminder, reducing overdue balances.

TriggerQueryAction
Requirements
contractengagement

Your workspace checks compatibility before anything installs.

You'll be asked for
  • Days before duenumber
  • Reminder textstring