Payment Follow-up System

This workflow tracks pending payments and automatically sends reminder messages. If payment is not completed, it sends additional reminders after set intervals. The workflow continues follow-ups until the payment is received. Once payment is completed, reminders stop and the team is notified.

Use Cases:

Payment Reminders, Invoice Follow-ups, Accounts Receivable, Payment Tracking

CREATED BY

Autom8AI Admin

LAST UPDATE

1 Week Ago

How it Works:

Stripe Trigger: The workflow begins when a Stripe payment event is captured. The system checks whether the payment has been completed or is still pending.

Payment Check: An IF condition evaluates the payment status. If the payment is successful, the workflow immediately notifies the team and stops further reminders.

Payment Completed: Sends an instant Slack notification to inform the team that the payment has been successfully received.
Payment Pending: Sends a reminder email to the customer requesting payment.
Wait & Retry: The workflow waits for a defined period and checks again if the payment has been completed.
Repeated Follow-ups: If payment is still pending, additional reminder emails are sent automatically at scheduled intervals.
Final Completion: Once payment is received at any stage, reminders stop and the team is notified via Slack.