Automated tour payment reminders via WhatsApp & email with payment links

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 (travelpaymentdata.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 (travelpaymentdata.xlsx) | Traveler ID | Name | Email | Phone | Payment Due Date | Amount | Reminder Sent | |-------------|------------|-------------------|---------------|------------------|---------|---------------| | TR001 | Arjun Patel| arjun@example.com | +919876543210 | 2025-10-20 | ₹3000 | No | 🧾 Expected Input Format Example { "travelerId": "TR001", "name": "Arjun Patel", "email": "arjun@example.com", "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.