Remind Customers of Upcoming Installment Payments
Keep payment plans on track by reminding customers a few days before each installment is due, with an easy way to pay.
- 1
Find Upcoming Installments
Add a
Schedule Triggerdaily and a node listing installments due soon. - 2
Send the Reminder
Add a
Gmailnode reminding the customer of the amount and due date with a pay link. - 3
Confirm on Payment
Add a step recording payment and stopping reminders.
- 4
Handle Missed Ones
Add a follow-up for installments that miss their due date.
- 5
Activate and Test
Activate the workflow with an upcoming test installment. Confirm the reminder fires.
Frequently asked questions
Why remind before due?
A gentle heads-up reduces missed installments and the awkward follow-ups that follow.
What if an installment fails?
Retry the charge and send a friendly recovery message with an update link.
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