Payment reminders to messenger and email — with a pay link

Twice a day the scenario checks Microsoft Excel 365, finds unpaid invoices with a near due date, and sends a reminder with a pay link to exolve and Gmail.

  • Finds who's overdue on its own
  • A reminder with a link — to messenger and email
  • Twice a day, so the deadline isn't missed
  • Marks what's sent — no repeats

How it works

To get Microsoft Excel 365 notifications in Gmail, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Daily Payment Check - 7 AM
  2. Then: Read Pending Travel Payment
  3. Then: Process Payment Reminders
  4. Then: Prepare WhatsApp Reminder
  5. Then: Send Message
  6. Then: Update Reminder Status
  7. Then: Send Email Reminder
  8. Then: Update Status Of Reminder
  9. Starts when: Daily Payment Check - 7 PM
  10. Then: Check Pending Payment
  11. Then: Create Payment Reminders
  12. Then: Make Reminder For Email

You can launch this Microsoft Excel 365 + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.