Send automated invoice payment reminders with Gmail, Google Sheets and Twilio — Workflow n8n

Wysoka złożoność Wyzwalacz17 węzłów🏷️ Invoice Processingautor: Neal Mcleod

Przegląd

This workflow streamlines accounts receivable management by automatically monitoring invoices in Google Sheets and sending scheduled payment reminders. It is designed for businesses using Gmail and Google Sheets that need a scalable alternative to complex accounting software.

How it works Watches for invoices: Triggers daily or via form submission to check for new entries. First Follow-up (Day 7): Checks payment status one week after the invoice date. If unpaid, it sends a friendly email (and o

Użyte węzły

Google SheetsTwilioGmail

Podgląd workflow

Automated Invoice Payment Reminder
This workflow automates accounts receivable by monitori
First Follow-up Cycle
Waits 7 days after the invoice date. It checks the Goog
Second Follow-up Cycle
Waits an additional 2 days. Re-checks the payment statu
Final Follow-up Cycle
After 3 more days, this section performs a final status
I
Invoice Form Submission …
W
Wait 7 Days for First Fo…
Send First Payment Remin…
Check Payment Status in …
I
If Still Unpaid - First …
Send First SMS Reminder …
W
Wait 2 Days for Second F…
Check Payment Status in …
I
If Still Unpaid - Second…
Send Second Payment Remi…
Send Second SMS Reminder…
W
Wait 3 Days for Final Fo…
Check Payment Status in …
I
If Still Unpaid - Third …
Send Final Payment Remin…
Send Final SMS Reminder …
P
Process Complete
17 nodes18 edges

Jak to działa

  1. 1

    Wyzwalacz

    Workflow uruchamia się wyzwalaczem wyzwalacz.

  2. 2

    Przetwarzanie

    Dane przepływają przez 17 węzłów, connecting formtrigger, gmail, googlesheets.

  3. 3

    Wyjście

    Workflow kończy automatyzację i dostarcza wynik do skonfigurowanego miejsca docelowego.

Szczegóły węzłów (17)

GO

Google Sheets

googleSheets

#1
TW

Twilio

twilio

#2
GM

Gmail

gmail

#3

Jak zaimportować ten workflow

  1. 1Kliknij przycisk Pobierz JSON po prawej stronie, aby zapisać plik workflow.
  2. 2Otwórz swoją instancję n8n. Przejdź do Workflow → Nowy → Importuj z pliku.
  3. 3Wybierz pobrany plik send-automated-invoice-payment-reminders-with-gmail-google-sheets-and-twilio i kliknij Importuj.
  4. 4Skonfiguruj dane uwierzytelniające dla każdego węzła usługi (klucze API, OAuth itp.).
  5. 5Kliknij Testuj workflow, aby sprawdzić, czy wszystko działa, a następnie aktywuj go.

Lub wklej bezpośrednio w n8n → Importuj z JSON:

{ "name": "Send automated invoice payment reminders with Gmail, Google Sheets and Twilio", "nodes": [...], ...}

Integracje

formtriggergmailgooglesheetsiftwiliowait

Pobierz ten workflow

Pobierz i zaimportuj jednym kliknięciem

Pobierz JSONZobacz na n8n.io
Węzły17
Złożonośćhigh
Wyzwalacztrigger

Autor

Neal Mcleod

Neal Mcleod

@ctk-industries

Tagi

formtriggergmailgooglesheetsiftwiliowait

Nowy w n8n?

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Automate Custom QuickBooks Invoice PDFs & Email with n8n

Standard accounting templates often fail to reflect a premium brand identity. This sophisticated n8n workflow bridges the gap between financial record-keeping and professional client presentation. By moving beyond the native limitations of QuickBooks Online, this automation enables businesses to generate high-end, multi-page PDF invoices that align perfectly with their corporate styling. The process begins the moment a new invoice is generated in QuickBooks, triggering a webhook that captures real-time billing data. The workflow then utilizes advanced HTML-to-File conversion and custom Code nodes to structure data into a polished, branded layout. It handles complex logic such as line-item merging and multi-page formatting automatically. Once the document is rendered, the system bypasses generic 'no-reply' senders by routing the finalized PDF through your preferred email provider. This ensures a seamless, white-labeled experience for your clients while eliminating the manual overhead of exporting, styling, and attaching files. Ideal for agencies and service providers, this flow guarantees that your most frequent touchpoint—the bill—is as professional as your work. **Common Use Cases:** - High-end creative agencies requiring bespoke, white-labeled billing documents for premium clients. - Automated recurring subscription billing where custom tax disclosures or localized branding are required. - Service-based businesses needing to attach dynamic project reports or terms of service directly to QuickBooks invoices.

🔗 Webhook·12 nodes