When monthly billing runs in Schedule, list invoices in Zoho Invoice and send payment reminders

Every month FlowMattic lists your overdue Zoho Invoice invoices and emails each one to its customer as a payment reminder, so paid invoices are never chased.

Schedule

Zoho Invoice

Iterator

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4 steps Setup ~8 min Used on 2.2k sites Free to import

The When monthly billing runs in Schedule, list invoices in Zoho Invoice and send payment reminders workflow on the FlowMattic canvas, with 4 steps across Schedule, Zoho Invoice, Iterator — The workflow as it appears in the builder after import. Each step opens for editing.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Schedule Every Month
This workflow runs on a schedule (Every Month) — it starts on its own at the interval and time you set in the Schedule trigger. No incoming event is needed.
Step 2Action
Zoho Invoice List Invoices
Zoho Invoice — list all invoices in the organization. Data is mapped from earlier steps; connect your Zoho Invoice account on import.
Step 3Logic
Iterator Loop Through Array
The Iterator loops over the list from the previous step and runs the following actions once for every item in it.
Step 4Action
Zoho Invoice Email Invoice
Zoho Invoice — email an invoice to the customer. Data is mapped from earlier steps; connect your Zoho Invoice account on import.

What you need

FlowMatticCore
Zoho Invoice AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.