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B2B / SMB · Voice Workflow

QuickBooks Invoice Follow-Up

After any customer call, the post-call workflow checks QuickBooks for overdue invoices and, if one exists, drafts and texts a personalized reminder with a secure pay link.

trigger call_endedmode Post-callnodes 8connectors 3

Workflow

TriggerMemoryIntegrationBranchAI AgentEnd
noyesTRIGGER01Call endedINTEGRATION02Fetch open invoicesBRANCH03Overdue invoice?END04Done (nothing due)AI AGENT05Draft reminderINTEGRATION06Send reminderMEMORY07Log follow-upEND08Done

How it runs, step by step

  1. 01
    TRIGGER

    Call ended

    After any call with a customer, the post-call workflow checks their billing status.

  2. 02
    INTEGRATION

    Fetch open invoices

    Query QuickBooks for the customer's open and overdue invoices.

  3. 03
    BRANCH

    Overdue invoice?

    Branch on whether an overdue balance exists.

    • if no → Done (nothing due)
    • if yes → Draft reminder
  4. 04
    END

    Done (nothing due)

    End the workflow when nothing is overdue.

  5. 05
    AI AGENT

    Draft reminder

    Generate a personalized, non-aggressive reminder referencing the invoice.

  6. 06
    INTEGRATION

    Send reminder

    Text the reminder with a secure pay link via Twilio.

  7. 07
    MEMORY

    Log follow-up

    Record that a follow-up was sent to avoid duplicate reminders.

  8. 08
    END

    Done

    Complete the workflow.