Every morning, Make checks QuickBooks Online for invoices past their due date and creates a follow-up task in Todoist (a task manager) with the client name, amount owed, and days overdue. Your team sees exactly who to call without digging through QuickBooks.
Connect QuickBooks Online to Make and set a daily scheduled trigger
Add a QuickBooks Online search module to pull all invoices where due date is before today and status is unpaid
Add a filter to only include invoices overdue by more than 7 days
Connect Todoist to Make and create a task for each overdue invoice with client name, amount, and days overdue in the task title
Assign the tasks to the right team member in Todoist based on client ownership
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