WhatsApp automation for professional services
Chase invoices and renewals without chasing them yourself.
Agencies, CAs, law firms, consultants and anyone who invoices
Nobody enjoys sending the third reminder about an unpaid invoice, so it gets sent late — or not at all.
Flows you can build today
Each one names the trigger behind it. Nothing here is a roadmap item — if it's on this page, you can build it this afternoon.
Three days before, on the day, a week after. Whichever you set, it goes without anyone deciding to send it.
Tag a client “onboarded”, “docs-pending” or “filed” and the right message goes out.
Your CRM or billing tool posts to a URL when a matter moves.
Your fields, not ours
Most WhatsApp tools give you order-shaped variables and nothing else. You define what your business actually stores, and the template composer offers it alongside the built-ins.
On your own number
Your own Meta WhatsApp Business account. Meta bills you directly at Meta's published rate — we never mark up a message, and the number stays yours if you leave.
See what WhatsApp actually costs →What the first week looks like
- 1Add your date fields — invoice due, renewal date, filing deadline.
- 2Import clients, or have your billing tool post them in via webhook.
- 3Write the reminder in your own voice. Firm, not automated-sounding.
- 4Set it to three days before and on the day. Arm it once you've read a week of matches.
Every flow starts in dry-run — it records what it would have sent without sending it, so you read a week of real matches before anything reaches a customer.
Questions we actually get
Chasing money over WhatsApp feels aggressive.+
It reads as aggressive when it's late and personal. A reminder that arrives on the same schedule for every client, before the due date, reads as organised — and it is far less awkward than the phone call you'd otherwise make.
Our clients are enterprises, not consumers.+
The person who approves your invoice still has a phone. WhatsApp gets read within minutes where email sits for days — that's the entire argument, and it doesn't change with company size.
Can it pull from our billing software?+
Through the webhook trigger, yes. Anything that can make an HTTP request can trigger a message with the amount and due date filled in.
Other industries
Try it on your own number
14-day trial, no card. Every flow starts switched off, so nothing reaches a customer until you decide it should.
Start free trial