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This workflow automatically notifies travelers about their pending trip payments and provides secure payment links through Email and WhatsApp. It runs twice daily (at 7 AM and 7 PM) to ensure timely reminders before the due date. Designed for travel agencies, it simplifies payment tracking, reduces manual follow-up, and ensures every traveler receives personalized reminders with real-time payment status updates.
🔧 Main Components
Daily Payment Check – 7 AM & 7 PM
Scheduled triggers that start the workflow daily at 7 AM and 7 PM.
Read Pending Travel Payment
Fetches traveler payment records from an Excel sheet (using getAll method).
Process Payment Reminders
Filters records to find pending payments due within the next 3 days.
Create Payment Reminders
Generates personalized payment reminders.
Make Reminder For Email
Prepares email-friendly messages with payment links.
Send Email Reminder
Sends the payment reminder email with a secure payment link to the traveler.
Prepare WhatsApp Reminder
Generates WhatsApp-friendly messages with payment and payment details.
Send WhatsApp Message
Sends the message to the traveler’s WhatsApp number using a message API.
Update Status Of Reminder
Updates the Excel file to mark reminders as sent to avoid duplicates.
🧩 Channels Used
📧 Email – with personalized payment link
💬 WhatsApp – formatted reminder message
🔐 Payment Integration
Secure payment links are auto-generated per traveler to enable direct and safe online payments.
✅ Essential Prerequisites
- Excel sheet with payment records (travel_payment_data.xlsx)
- SMTP credentials for sending email
- WhatsApp API or provider integration (like Twilio or Gupshup)
- Access to a payment gateway or service for link generation
- File storage access to update reminder status in Excel
📁 Required Excel File Structure (travel_payment_data.xlsx)
| Traveler ID | Name | Phone | Payment Due Date | Amount | Reminder Sent | |
|---|---|---|---|---|---|---|
| TR001 | Arjun Patel | [email protected] | +919876543210 | 2025-10-20 | ₹3000 | No |
🧾 Expected Input Format Example
{
"travelerId": "TR001",
"name": "Arjun Patel",
"email": "[email protected]",
"phone": "+919876543210",
"dueDate": "2025-10-20",
"amount": "₹3000",
"reminderSent": "No"
}
🚀 Key Features
- ⏰ Scheduled Daily Execution – Fully automated at 7 AM and 7 PM
- 🧮 Due-Date Filtering – Only targets payments due in the next 3 days
- 💬 Multi-Channel Notifications – Sends reminders via both Email and WhatsApp
- 🔗 Secure Payment Links – Auto-generated for each traveler
- 🔄 Reminder Tracking – Prevents duplicate reminders by updating status
⚙️ Quick Setup Guide
- Import Workflow JSON into your n8n instance.
- Configure schedule in the “Daily Payment Check” node (default: 7 AM & 7 PM).
- Set Excel file path in the “Read Pending Travel Payment” node.
- Update your payment processing logic in the “Process Payment Reminders” node.
- Add email credentials in the “Send Email Reminder” node.
- Integrate WhatsApp provider API in the “Send WhatsApp Message” node.
- Define how you generate secure payment links.
- Test with sample data and activate workflow.