Fire a referral ask, a review request or an upsell the day the payment clears — when sentiment is at its highest and nobody has to check the ledger first.
A staged, polite follow-up sequence that starts itself at 7, 14 and 30 days. It stops the moment payment lands.
No movement for two weeks starts a re-engagement play, so quiet deals surface instead of quietly ageing out of the forecast.
Repeated opens with no reply is the clearest buying signal outbound produces. Trigger a different angle instead of another follow-up.
In sequence
One invoice, four automated decisions.
A worked example of financial events driving outreach, including the sequence stopping itself the moment payment lands.
One invoice, four automated decisions
How a financial event drives the sequence
Deal closed and invoiced. Nothing triggers yet.
Invoice reaches its due date. Still within terms.
Collections sequence begins. Polite, staged, no phone call needed.
Trigger firedSequence stops immediately. No further messages send.
Auto-stoppedReferral and review request enters the queue for approval.
Trigger firedEvery trigger here reads a financial event, not an engagement one. A signal platform watching intent data cannot see any of these, because the invoice is not theirs to see.
Safety design
Automation that cannot embarrass you.
Anyone who has switched on a trigger and mailed two years of history knows why this matters. Four guarantees, enforced by the platform:
Triggers start paused
Every new trigger is created inactive. You review the logic and the audience before anything can fire.
Switching on never mails the backlog
Activation applies to events from that moment forward. Historic invoices and stalled deals are not retroactively enrolled.
No double enrolment
The same person cannot enter the same sequence twice, however many triggers match them.
Opt-out checked first
Suppression is enforced before enrolment, not before send — so an unsubscribed contact never enters the sequence at all.
Why this is unusual
Financial events need financial data.
Signal and intent platforms are genuinely good at what they do, and they price accordingly — enterprise contracts are common in that category. But they watch external signals: job changes, community activity, site visits. None of that tells them an invoice cleared, because the invoice is not theirs to see.
Quotarider issues the invoice, so triggering on it is not an integration challenge. It is a row in the same table.
Put your follow-up on the ledger.
Ask for it. Vera does it.
Vera doesn't write you a paragraph and leave the work on your desk. She builds the sequence, enriches the list, schedules the follow-up and files the result — inside your workspace, on your data. 73 of her 106 commands need no AI key at all.
Build a four-step sequence for RevOps leads who opened but never replied.
Four steps drafted, delays set, branching on reply, audience targeted. Waiting for your approval.