Payment Plan Automation
Automated payment plan reminders, tracking, celebration, and missed payment alerts
What This Automation Does
How It Works
Plan Created
Tags + custom fields set
Email: Confirm
Subject: "Payment Plan Confirmed" — Schedule, amounts, auto-pay link
3 Days Before Installment
Pre-payment
SMS: Upcoming
"Payment of ${{amount}} due {{date}}. Pay: {{link}}"
Paid?
Check payment
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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