Invoices and payment reminders — from order to paid

A form order becomes an invoice sent to the client at once, and for unpaid ones the scenario sends polite reminders itself until they're paid. No invoice forgotten.

  • A form order becomes an invoice at once
  • The customer is created or updated automatically
  • Payment reminders go out on schedule
  • Paid invoices are cleared and you get a summary
WebhookQuickBooks Online
Set it up for yourselfScriptera

How it works

To get SendGrid notifications in Webhook, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Receive form submission
  2. Then: Format data
  3. Then: Check if the customer exists
  4. Check: If
  5. If yes: Update the customer
  6. Then: Add customer id
  7. Then: Get the product
  8. Then: Add item id
  9. Then: Create the invoice
  10. Then: Send the invoice
  11. Then: Add reminders config
  12. Check: If2
  13. If yes: Insert invoice id to DB
  14. If no: Get Invoices
  15. Check: Loop over invoices
  16. Then: Get today's sent reminders
  17. Then: AI Agent
  18. Then: Send reminders sent summary
  19. Then: Get the invoice
  20. Check: Switch
  21. If yes: Send reminder email
  22. Then: Increase sent reminders
  23. Check: If3
  24. If yes: Delete invoice
  25. If no: Create the customer
  26. Then: OpenAI Chat Model
  27. Starts when: Schedule reminders trigger

You can launch this SendGrid + Webhook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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