LIVE WEBINAR, 29 July: AP & Finance Close Automation with appse ai & SAP Business One. Save My Seat

Appse
IntegrationsTemplatesPricingBlogCase StudiesPartner
Get StartedBook Demo
HomeTemplatesAutomate Multi-Channel Overdue Invoice Alerts from SAP Business One via Email, SMS, and Microsoft Teams

Automate Multi-Channel Overdue Invoice Alerts from SAP Business One via Email, SMS, and Microsoft Teams

Apps used in this template

SAP Business One
SAP Business One
Microsoft Outlook
Microsoft Outlook
Twilio
Twilio
Microsoft Teams
Microsoft Teams
SAP Business One
Microsoft Outlook
Twilio
Microsoft Teams

About this template

What this workflow does

Automates multi-channel dunning by fetching overdue invoices from SAP Business One and dispatching tiered payment reminders via email (Outlook), SMS (Twilio), and Microsoft Teams based on days overdue.

Key benefits

  • Automate Your Entire Dunning Process
  • Accelerate Cash Collection Across the Board
  • Escalate the Right Way at the Right Time
  • Free Finance Teams for Higher-Value Work

Template details

Steps
3 automated steps
Apps
4 integrations
Mode
One-way sync
Version
v1.0

Keep exploring

More templates for creativity

Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.

Microsoft Outlook
OpenAI
HTTP
+3

AI-Powered Warranty Management and Automated RMA Processing via Email and SAP Business One

View template
SAP Business One
Microsoft Outlook
Microsoft Teams
+1

Automated Multi-Channel Dunning | SAP Business One Invoice Follow-Up via Email, SMS & Teams

Integration
View template
Microsoft Teams
Airtable
HTTP
+3

Smart Customer Credit Verification Agent

Integration
View template
SAP Business One
Shopify
Microsoft Outlook
+1

AI-Tiered Shopify Account Holds Triggered by SAP B1 Overdue Invoices

EcommerceERP
View template
SAP Business One
Zoho CRM
Microsoft Outlook
+1

Vendor Onboarding Automation for SAP Business One — New Suppliers Live in Minutes, Not Days

ProcurementMaster Data
View template
Zoho CRM
Microsoft Teams
Outlook
+1

Zoho CRM Lost Lead Summary and Open Task Deletion

CRMAI
View template
Explore all templates

Customize the flow

Build your own version of this workflow

Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.

01

Items price updated

Triggered when a existing item prices are updated in the SAP B1

02

New incoming payments created

Triggered when a new incoming payment is created in the SAP B1

03

New orders created

Triggered when a new order is created in the SAP Business One

04

New Purchase Delivery Notes Created

Triggered when a new purchase delivery note is created in SAP Business One.

05

New service calls created

Triggered when a new service call is created in the SAP B1

06

Business partners updated

Triggered when a business partner is updated in the SAP B1

07

New business partners created

Triggered when a new business partner is created in the SAP B1

08

New returns created

Triggered when a new return request is created in the SAP B1

09

New AR invoices created

Triggered when a new AR invoice is created in the SAP B1

10

New quotations created

Triggered when a new quotation is created in the SAP B1

11

New Credit Note created

Triggered when a new AR credit note is created in the SAP B1

12

Items updated

Triggered when a existing item is updated in the SAP B1

13

New deliverynotes created

Triggered when a new delivery note is created in SAP Business One.

14

New activities created

Trigger when new activities are created in SAP Business One.

15

New items created

Triggered when a new item is created in the SAP B1

16

New Purchase Orders created

Triggered when a new purchase order is created in the SAP B1

Inside the flow

How the template works

appse ai runs this workflow end to end for SAP Business One — automatically, every single day. Here is exactly what happens when this template runs.

01

Invoice Fetch from SAP Business One

Retrieves all open invoices from SAP Business One DIS via automation in finance and accounting for overdue assessment.

02

Due Date Analysis

Calculates how many days have elapsed since each invoice's DeliveryDueDate to determine dunning urgency and the appropriate escalation channel.

03

Multi-Channel Alert Dispatch

Sends targeted dunning notifications automatically via Outlook (email at 30 days), Twilio (SMS at 60 days), and Microsoft Teams (alert at 90 days) — matched to the appropriate escalation level based on days overdue.

Business benefits

More than moving data between apps — here is the measurable impact this automation delivers for your team.

01

Automate Your Entire Dunning Process

Every stage of the collections workflow — from initial reminder to final escalation — runs automatically on schedule, eliminating the manual effort of tracking overdue invoices and sending chaser communications individually.

02

Accelerate Cash Collection Across the Board

Consistent, timely reminders at 30, 60, and 90 days reduce the average days sales outstanding (DSO) and improve cash flow predictability without relying on finance teams to chase manually.

03

Escalate the Right Way at the Right Time

Tiered multi-channel communication ensures low-risk overdue invoices receive a polite email while high-risk accounts trigger urgent internal alerts — matching response intensity to financial exposure.

04

Free Finance Teams for Higher-Value Work

By automating routine payment chasing, your finance team can focus on exception handling, dispute resolution, and strategic cash management rather than repetitive outreach tasks.

05

Maintain Consistent Collections Governance

Every customer receives the same structured dunning experience, creating a fair, auditable, and legally defensible collections process that protects the business and the customer relationship equally.

06

Scale Collections Without Adding Headcount

As invoice volumes grow, the automation handles every overdue account on schedule — supporting business optimization and financial discipline without additional administrative resources.

01

Automate Your Entire Dunning Process

Every stage of the collections workflow — from initial reminder to final escalation — runs automatically on schedule, eliminating the manual effort of tracking overdue invoices and sending chaser communications individually.

02

Accelerate Cash Collection Across the Board

Consistent, timely reminders at 30, 60, and 90 days reduce the average days sales outstanding (DSO) and improve cash flow predictability without relying on finance teams to chase manually.

03

Escalate the Right Way at the Right Time

Tiered multi-channel communication ensures low-risk overdue invoices receive a polite email while high-risk accounts trigger urgent internal alerts — matching response intensity to financial exposure.

04

Free Finance Teams for Higher-Value Work

By automating routine payment chasing, your finance team can focus on exception handling, dispute resolution, and strategic cash management rather than repetitive outreach tasks.

05

Maintain Consistent Collections Governance

Every customer receives the same structured dunning experience, creating a fair, auditable, and legally defensible collections process that protects the business and the customer relationship equally.

06

Scale Collections Without Adding Headcount

As invoice volumes grow, the automation handles every overdue account on schedule — supporting business optimization and financial discipline without additional administrative resources.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

What are the three dunning escalation thresholds?

The workflow applies three tiers: at 30 days overdue, a payment reminder email is sent via Microsoft Outlook; at 60 days, an SMS alert is sent via Twilio; at 90 days, a high-priority notification is posted to a Microsoft Teams channel. Each threshold and channel can be configured to match your collections policy.

How often does the workflow scan for overdue invoices?

Can the dunning thresholds and channels be customised?

Does the integration handle partial payments or only fully overdue invoices?

Is this integration suitable for high invoice volumes?

Why businesses love appse ai

Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.

Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery

Deploy this workflow in minutes

Start free — no credit card, no setup calls required. Use this template as-is or customize every step inside the appse ai no-code builder and go live today.

Book a Demo
SOC 2SOC 2
SAPSAP Certified Partner
ISO/IEC 27001ISO/IEC 27001
GDPRGDPR
Appse

Sales: +1-469-844-9793

Support: +91-983-002-7106

marketing@appse.ai

sales@appse.ai

US Office

4512 Legacy Dr Ste 100,
Plano, TX 75024

India Office

DGK 912, DLF Galleria, Action Area 1B,
New Town, Kolkata – 700156,
West Bengal, India

Contact Us →Talk to Sales →

AI Agents

  • Order to Cash Agent
  • Procure to Pay Agent
  • Finance & AP/AR Agent
  • Operations & Inventory Agent
  • Sales, CRM & Customer Agent

Integrations

  • SAP
  • Salesforce
  • Shopify
  • WooCommerce
  • View all

Resources

  • About Us
  • Blog
  • Webinar
  • AI Leverage Audit

Compare

  • appse ai vs n8n
  • appse ai vs make.com
  • appse ai vs MuleSoft
  • appse ai vs Jitterbit
  • appse ai vs Celigo
  • appse ai vs Workato
  • appse ai vs Zapier
SOC 2SOC 2
SAPSAP Certified Partner
ISO/IEC 27001ISO/IEC 27001
GDPRGDPR
Terms of Use|Privacy Notice|Cookie Policy|Brand Assets

© 2026 appse ai. All rights reserved.

appseaiappseaiappseai