Send multi-stage overdue invoice reminders with NocoDB, Gmail and PostGrid

Config

Get overdue invoices for warning

filter

Get overdue invoices for Legal notice

filter

Create Tables

NocoDB Config

Create NocoDB Invoices Table

Create NocoDB Clients Table

Your Company Details

Create relation between tables

Get todays / upcoming invoices

filter

Prepare Reminder Mail and Letter HTML

Get only unpaid invoices

filter

Send Letter?

Send Email?

Add client info to invoice

Get Invoices

nocodb

Get client info for invoice

noOp

Get client row

nocodb

Run daily

Combine all inputs

Send Letter using PostGrid API

api.postgrid.com

Send an Email

gmail

Prepare Court summon Mail and Letter HTML

Prepare Pre-trial summon Mail and Letter HTML

Send a message

slack