Here’s how I built a workflow automation to send all my customers an email with a payment link so they could pay their invoice.
You can amend it for your own usecase by adding in an invoice app step or something.
But this is the simplest way to put accounts receivable on auto-pilot and save payment chasing.
First workflow to generate the payment link and send the email
> Trigger = Google Sheets row and cell update
> Generate a payment link for our payment gateway using the Shuttle app
> Send email via Gmail app with data from spreadsheet and payment link
Second workflow
> Trigger webhook listener for payment notification
> If paid then update Google Sheets with success status
> Do any follow up workflows
Here’s my video
