Catch approaching invoice due dates with a scheduled text
Let a scheduled check surface invoices that need attention before their due dates pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
A due date buried in an extracted invoice can be missed when there is no routine review.
- Review approaching due dates on a predictable cadence.
- Text only the contact identified for follow-up in the supplied records.
- Make invoice follow-up easier to handle in one pass.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the supplied invoice extraction records for due dates within your chosen window and text the responsible contact with the invoice details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice record that includes its due date, contact phone number, and permission to text.
Questions about this workflow
Where does the scheduled run get invoice records?
The workflow needs access to supplied invoice extraction records or a connected source that provides them. Affinda has no trigger event listed here.
How far ahead should the reminder run?
Set the window in your instruction, such as invoices due within a specified number of days.
What if a record has no phone number?
Tell Notis to skip sending and report the missing contact detail in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to ClickSend. A trigger fires from one place; an action lands in another.
Affinda triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Sends an account activation token for verification.
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Verify a new account with its activation token.
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Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Affinda and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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