The request is about automating the tracking of monthly client payments and sending invoices based on received text notifications

Hello everyone,

I’m working on a project where I need to track and verify monthly payments from various clients. These clients make payments directly to the bank, and once the bank receives the payment, I receive a text notification on my phone. The text notification contains the client’s name and phone number.

My goal is to have a system that helps me keep track of which clients have made their payments each month and identify those who haven’t. This way, I can send invoices automatically via text or WhatsApp at the end of each month.

I’ve tried using the “Watch text message” feature along with Google Sheets and Notion, but as a beginner, I’ve found it challenging to put together the exact steps to make this work. Any assistance or guidance would be greatly appreciated. Thank you!

Welcome to the Make community!

What issues do you have with using the Android “Watch text message”, Google Sheets, and Notion modules?

Could you please share screenshots of the module fields and filters in question? It would really help other community members to see what you’re looking at.

You can also export the scenario blueprint file to allow others to replicate the issue. At the bottom of the scenario editor, you can click on the three dots to find the Export Blueprint menu item.

Screenshot_2023-08-24_230826

Uploading it here will look like this:

blueprint.json (12.3 KB)

If possible, could you also please provide the input/output bundles of the modules by running the scenario, then clicking the bubble on the top-right of each module, taking screenshots of, and copying the contents into this discussion thread:

Screenshot_2023-08-29_100800

This will allow others to better assist you. Thanks!

2 Likes

Hi @Robin_Mutiga

You can save the text message and customers data in the Google Sheets using the automation.

Save the customer data directly in another google sheet to with the data of customer you want payment within the another automation.

Then you can compare this data with in monthly and update as email

If you need further help for implement this scenario, Please contact us.

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