Kolleno allows you to build powerful automations around payment plans using three dedicated triggers. These help you stay proactive when plans are created, when installments are due, or when a payment follow-up is needed. Here’s how each trigger works and how to make the most of them in your workflows.
Available Triggers for Payment Plans
1. Payment Plan Created
This trigger activates a one-off workflow when a new payment plan is created.
Ideal for sending confirmation emails to your customers or notifying internal teams when a plan is set up.
2. Payment Plan Follow-Up
This trigger runs actions based on the status of a payment plan (e.g., active, completed).
No date-based pre-filtering is applied on this trigger. You can use this trigger for general updates or conditional automations that rely on plan status rather than specific payment dates. For example, when a payment plan is marked as complete, a workflow can notify the customer that there’s no remaining balance.
3. Payment Plan Installment Due
This trigger is activated only when:
The plan is active
An installment is due (either pending, partially paid, or overdue)
The due date has passed
Use this to drive time-sensitive automations tied to actual installment deadlines (e.g., reminders, escalations).
Multiple smart fields are available to help you customise payment plan workflows with precision:
Pro Workflow Tip:
If you want to send a reminder before the next installment is due, use a negative value in the condition:
Days since next installment was due = -1→ Sends 1 day before the due date= 0→ Sends on the due date= +1→ Sends 1 day after, perfect for missed installment follow-ups.
This flexibility gives you full control over the timing of your customer communications around payment plans.