Quickbooks SMS Automation
Effortlessly remind clients via SMS using QuickBooks, D7 SMS, and ActiveCampaign automation.
Why This Workflow Matters
This automation helps you collect payments faster and maintain positive customer relationships with timely, friendly reminders.
How It Works
When QuickBooks marks an invoice as overdue, an event triggers in ActiveCampaign. The contact is created or updated, tagged, and added to a specific automation. An SMS is sent via D7 SMS reminding the client about the overdue payment. The system waits for a reply if positive, it creates a deal or task for follow-up; if not, the contact continues through a nurture sequence. Engagement and conversion rates are the key metrics.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Event triggered | QuickBooks when invoice is overdue | Starts the automation immediately |
| Create or update contact in ActiveCampaign | Keeps data current and organized | |
| Add a relevant tag | Helps track overdue accounts easily | |
| Send personalized SMS via D7 SMS | Delivers direct and effective reminders | |
| Wait for customer reply | Allows for quick response handling | |
| If positive, create a deal or task | Captures payment intent promptly | |
| If no/negative response | continue nurture sequence | Keeps communication gentle and ongoing |
| Track engagement and conversion | Measures effectiveness of reminders |
SMS Message Variations
- Hi {{first_name}}, your QuickBooks invoice is overdue. Please check and clear it soon. Reply HELP for support.
- Hello {{first_name}}, just a reminder your invoice is due. Let us know if you need any assistance. Reply HELP anytime.
- Hi {{first_name}}, this is a friendly reminder that your invoice is now overdue. Reply HELP if you need support.
Who It Helps
- Small businesses and freelancers using QuickBooks
- Accounting teams managing multiple clients
- Service providers sending recurring invoices
