Recover failed payments automatically
When an NSF or payment-failure notice is scanned in, the workflow finds the matching enrollment, marks the latest payment failed, kicks off the retry workflow, and opens a customer-care call task.
Trigger: An NSF or payment-failure notice is processed.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1NSF notice scannedTrigger
Fires on an inbound failure notice.
- 2Find enrollmentAI
Locates the client’s active program.
- 3Mark payment failedAction
Records the failed draft on the ledger.
- 4Trigger retry workflowAction
Starts the backoff-based retry sequence.
- 5Customer-care taskAction
Opens an outreach task to the client.
What it does for your team
Failed drafts are caught and re-attempted automatically
Clients get a human call before they fall behind
Your ledger stays accurate without manual updates
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Questions about this template
When an NSF or payment-failure notice is scanned in, the workflow finds the matching enrollment, marks the latest payment failed, kicks off the retry workflow, and opens a customer-care call task.
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