Forum Discussion

RyanRyan2's avatar
RyanRyan2
Qrew Assistant Captain
8 years ago

how do i set up email notifications on payment due dates?

I'm looking to set up an alert email notifications to customers when their due date is approaching. I'd like it to be triggered if payment still hasn't been made 1 week prior to due date, and another ...
Account and realm management
APIs and custom code
App builders
MCFNeil's avatar
MCFNeil
Qrew Captain
8 years ago
The kicker on all of the above suggestions, is that the record would have to be modified.  Which doesn't always happen in the time window you are looking for.  So I wouldn't rely on that method.
  • ScottMarks's avatar
    ScottMarks
    Qrew Member
    8 years ago
    Wouldn't a change with a formula checkbox trigger a "modification"?  I'm fairly certain I have a few notifications setup this way. 
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    Only if it changes because of the conditions that change during a record edit.  i.e. If I change the due date, and now its true.

    BUT, it will not happen over night, i.e. The due date stays, but as the date changes from July 25th, to July 26th at midnight.  This is not a record edit, thus no notification.
  • RyanRyan2's avatar
    RyanRyan2
    Qrew Assistant Captain
    8 years ago
    so overall, is there a better option for me? or is a process not overly developed yet to do something like this without detailed coding?