{ "workflow": { "id": 9844, "name": "Automated tour payment reminders via WhatsApp & email with payment links", "views": 518, "recentViews": 1, "totalViews": 518, "createdAt": "2025-10-17T15:00:21.400Z", "description": "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.\n\n## 🔧 Main Components\n### Daily Payment Check – 7 AM & 7 PM\nScheduled triggers that start the workflow daily at 7 AM and 7 PM.\n\n### Read Pending Travel Payment\nFetches traveler payment records from an Excel sheet (using getAll method).\n\n### Process Payment Reminders\nFilters records to find pending payments due within the next 3 days.\n\n### Create Payment Reminders\nGenerates personalized payment reminders.\n\n### Make Reminder For Email\nPrepares email-friendly messages with payment links.\n\n### Send Email Reminder\nSends the payment reminder email with a secure payment link to the traveler.\n\n### Prepare WhatsApp Reminder\nGenerates WhatsApp-friendly messages with payment and payment details.\n\n### Send WhatsApp Message\nSends the message to the traveler’s WhatsApp number using a message API.\n\n### Update Status Of Reminder\nUpdates the Excel file to mark reminders as sent to avoid duplicates.\n\n## 🧩 Channels Used\n📧 Email – with personalized payment link \n💬 WhatsApp – formatted reminder message \n🔐 Payment Integration \nSecure payment links are auto-generated per traveler to enable direct and safe online payments.\n\n## ✅ Essential Prerequisites\n- Excel sheet with payment records (travel_payment_data.xlsx) \n- SMTP credentials for sending email \n- WhatsApp API or provider integration (like Twilio or Gupshup) \n- Access to a payment gateway or service for link generation \n- File storage access to update reminder status in Excel \n\n## 📁 Required Excel File Structure (travel_payment_data.xlsx)\n| Traveler ID | Name | Email | Phone | Payment Due Date | Amount | Reminder Sent |\n|-------------|------------|-------------------|---------------|------------------|---------|---------------|\n| TR001 | Arjun Patel| arjun@example.com | +919876543210 | 2025-10-20 | ₹3000 | No |\n\n## 🧾 Expected Input Format Example\n{\n \"travelerId\": \"TR001\",\n \"name\": \"Arjun Patel\",\n \"email\": \"arjun@example.com\",\n \"phone\": \"+919876543210\",\n \"dueDate\": \"2025-10-20\",\n \"amount\": \"₹3000\",\n \"reminderSent\": \"No\"\n}\n\n## 🚀 Key Features\n- ⏰ Scheduled Daily Execution – Fully automated at 7 AM and 7 PM \n- 🧮 Due-Date Filtering – Only targets payments due in the next 3 days \n- 💬 Multi-Channel Notifications – Sends reminders via both Email and WhatsApp \n- 🔗 Secure Payment Links – Auto-generated for each traveler \n- 🔄 Reminder Tracking – Prevents duplicate reminders by updating status \n\n## ⚙️ Quick Setup Guide\n- Import Workflow JSON into your n8n instance. \n- Configure schedule in the “Daily Payment Check” node (default: 7 AM & 7 PM). \n- Set Excel file path in the “Read Pending Travel Payment” node. \n- Update your payment processing logic in the “Process Payment Reminders” node. \n- Add email credentials in the “Send Email Reminder” node. \n- Integrate WhatsApp provider API in the “Send WhatsApp Message” node. \n- Define how you generate secure payment links. \n- Test with sample data and activate workflow. \n\n", "workflow": { "id": "76LqncXo7HU6frDp", "meta": { "instanceId": "dd69efaf8212c74ad206700d104739d3329588a6f3f8381a46a481f34c9cc281", "templateCredsSetupCompleted": true }, "name": "Send Tour Payment Reminders with Payment Links", "tags": [], "nodes": [ { "id": "33b5aa5a-20c2-4394-8136-427abc8fb678", "name": "Prepare WhatsApp Reminder", "type": "n8n-nodes-base.code", "position": [ 720, 336 ], "parameters": { "jsCode": "const tourData = $input.first().json;\n\nconst whatsappMessage = `✈️ *Tour Payment Reminder*\\n\\nDear ${tourData.travelerName},\\n\\n💰 Payment for *${tourData.tourName}*\\n💵 Amount Due: $${tourData.amountDue}\\n📅 Tour Date: ${tourData.tourDate}\\n⏰ ${tourData.daysRemaining} days remaining\\n\\n🔗 *Pay Now:* ${tourData.paymentLink}\\n\\n_Please complete the payment before the tour to secure your booking._\\n\\nTravel Agency`;\n\nreturn [{\n json: {\n phone: tourData.phone,\n message: whatsappMessage,\n travelerName: tourData.travelerName,\n tourName: tourData.tourName,\n paymentLink: tourData.paymentLink\n }\n}];\n" }, "typeVersion": 2 }, { "id": "a8e0a132-88d4-4f04-9fe9-f2d2efe8cb89", "name": "Update Reminder Status", "type": "n8n-nodes-base.microsoftExcel", "position": [ 1168, 336 ], "parameters": { "options": {}, "dataMode": "autoMap", "resource": "worksheet", "workbook": { "__rl": true, "mode": "id", "value": "=fee-records-workbook" }, "operation": "update", "worksheet": { "__rl": true, "mode": "id", "value": "=345yhhgt43wedf" }, "columnToMatchOn": "=name" }, "credentials": { "microsoftExcelOAuth2Api": { "id": "credential-id", "name": "microsoftExcelOAuth2Api Credential" } }, "typeVersion": 2 }, { "id": "030b1fe5-b3e6-4243-8902-35f7c2b77c93", "name": "Read Pending Travel Payment", "type": "n8n-nodes-base.microsoftExcel", "position": [ 272, 336 ], "parameters": { "filters": { "fields": [ { "value": "Pending", "column": "Status" } ] }, "resource": "worksheet", "workbook": { "__rl": true, "mode": "id", "value": "=nhjiko987uyhn" } }, "credentials": { "microsoftExcelOAuth2Api": { "id": "credential-id", "name": "microsoftExcelOAuth2Api Credential" } }, "typeVersion": 2 }, { "id": "2e32c9a2-2415-4efd-913f-c050c70e68d0", "name": "Daily Payment Check - 7 AM", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 48, 336 ], "parameters": { "rule": { "interval": [ { "triggerAtHour": 7 } ] } }, "typeVersion": 1.2 }, { "id": "dd933644-7cb7-4f7a-a46e-c607f53373ba", "name": "Process Payment Reminders", "type": "n8n-nodes-base.code", "position": [ 496, 336 ], "parameters": { "jsCode": "const currentDate = new Date();\nconst reminderDate = new Date();\nreminderDate.setDate(currentDate.getDate() + 3); // Remind 3 days before tour/payment\n\nconst tourRecords = $input.all(); // All tour booking records\nconst reminders = [];\n\nfor (const record of tourRecords) {\n const tourData = record.json;\n const tourDate = new Date(tourData.tourDate); // Tour start date\n \n if (tourDate <= reminderDate && tourDate > currentDate) {\n const paymentLink = `https://payments.travelplatform.com/pay?traveler=${tourData.travelerId}&amount=${tourData.amountDue}&ref=${tourData.bookingId}`;\n \n reminders.push({\n travelerName: tourData.travelerName,\n email: tourData.email,\n phone: tourData.phone,\n tourName: tourData.tourName,\n amountDue: tourData.amountDue,\n tourDate: tourData.tourDate,\n bookingId: tourData.bookingId,\n paymentLink: paymentLink,\n daysRemaining: Math.ceil((tourDate - currentDate) / (1000 * 60 * 60 * 24))\n });\n }\n}\n\nreturn reminders.map(item => ({ json: item }));\n" }, "typeVersion": 2 }, { "id": "64d6d6f9-e19c-4d13-a13f-301f3d22aadc", "name": "Send Email Reminder", "type": "n8n-nodes-base.emailSend", "position": [ 944, 560 ], "webhookId": "0f88b663-53bd-4ce5-8258-ec93880780fe", "parameters": { "text": "={{$json.body}}", "options": {}, "subject": "={{$json.subject}}", "toEmail": "={{$json.to}}", "fromEmail": "user@example.com", "emailFormat": "text" }, "credentials": { "smtp": { "id": "credential-id", "name": "smtp Credential" } }, "typeVersion": 2.1 }, { "id": "d32a00bb-ce08-46b8-9f99-74a85c1b21de", "name": "Daily Payment Check - 7 PM", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 48, 560 ], "parameters": { "rule": { "interval": [ { "triggerAtHour": 19 } ] } }, "typeVersion": 1.2 }, { "id": "5fe702d0-d962-4079-8a34-db870a2dc713", "name": "Check Pending Payment", "type": "n8n-nodes-base.microsoftExcel", "position": [ 272, 560 ], "parameters": { "filters": { "fields": [ { "value": "Pending", "column": "Status" } ] }, "resource": "worksheet", "workbook": { "__rl": true, "mode": "id", "value": "=nhjiko987uyhn" } }, "credentials": { "microsoftExcelOAuth2Api": { "id": "credential-id", "name": "microsoftExcelOAuth2Api Credential" } }, "typeVersion": 2 }, { "id": "e9624483-19b9-4008-88b7-281545886494", "name": "Create Payment Reminders", "type": "n8n-nodes-base.code", "position": [ 496, 560 ], "parameters": { "jsCode": "const currentDate = new Date();\nconst reminderDate = new Date();\nreminderDate.setDate(currentDate.getDate() + 3); // Remind 3 days before tour/payment\n\nconst tourRecords = $input.all(); // All tour booking records\nconst reminders = [];\n\nfor (const record of tourRecords) {\n const tourData = record.json;\n const tourDate = new Date(tourData.tourDate); // Tour start date\n \n if (tourDate <= reminderDate && tourDate > currentDate) {\n const paymentLink = `https://payments.travelplatform.com/pay?traveler=${tourData.travelerId}&amount=${tourData.amountDue}&ref=${tourData.bookingId}`;\n \n reminders.push({\n travelerName: tourData.travelerName,\n email: tourData.email,\n phone: tourData.phone,\n tourName: tourData.tourName,\n amountDue: tourData.amountDue,\n tourDate: tourData.tourDate,\n bookingId: tourData.bookingId,\n paymentLink: paymentLink,\n daysRemaining: Math.ceil((tourDate - currentDate) / (1000 * 60 * 60 * 24))\n });\n }\n}\n\nreturn reminders.map(item => ({ json: item }));\n" }, "typeVersion": 2 }, { "id": "2a2c09fa-9d44-43e9-96cc-cad33f8fb39f", "name": "Make Reminder For Email", "type": "n8n-nodes-base.code", "position": [ 720, 560 ], "parameters": { "jsCode": "const tourData = $input.first().json;\n\nconst email = `✈️ *Tour Payment Reminder*\\n\\nDear ${tourData.travelerName},\\n\\n💰 Payment for *${tourData.tourName}*\\n💵 Amount Due: $${tourData.amountDue}\\n📅 Tour Date: ${tourData.tourDate}\\n⏰ ${tourData.daysRemaining} days remaining\\n\\n🔗 *Pay Now:* ${tourData.paymentLink}\\n\\n_Please complete the payment before the tour to secure your booking._\\n\\nTravel Agency`;\n\nreturn [{\n json: {\n phone: tourData.phone,\n message: email,\n travelerName: tourData.travelerName,\n tourName: tourData.tourName,\n paymentLink: tourData.paymentLink\n }\n}];\n" }, "typeVersion": 2 }, { "id": "fae21a72-36cf-478d-9906-4d97d0e4469c", "name": "Send Message", "type": "n8n-nodes-base.whatsApp", "position": [ 944, 336 ], "webhookId": "6ca3982e-1f7a-46f5-a731-4d3dc40266bf", "parameters": { "textBody": "={{$json.body}}", "operation": "send", "phoneNumberId": "=+919388776655", "additionalFields": {}, "recipientPhoneNumber": "={{$json.toforwp}}" }, "credentials": { "whatsAppApi": { "id": "credential-id", "name": "whatsAppApi Credential" } }, "typeVersion": 1 }, { "id": "e4b973e6-1cb5-4fe0-91a6-72ae9d262747", "name": "Update Status Of Reminder", "type": "n8n-nodes-base.microsoftExcel", "position": [ 1168, 560 ], "parameters": { "options": {}, "dataMode": "autoMap", "resource": "worksheet", "workbook": { "__rl": true, "mode": "id", "value": "=fee-records-workbook" }, "operation": "update", "worksheet": { "__rl": true, "mode": "id", "value": "=345yhhgt43wedf" }, "columnToMatchOn": "=name" }, "credentials": { "microsoftExcelOAuth2Api": { "id": "credential-id", "name": "microsoftExcelOAuth2Api Credential" } }, "typeVersion": 2 }, { "id": "80be7c99-ff21-4c7a-9576-0d03ba231628", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ 368, -176 ], "parameters": { "color": 4, "width": 608, "height": 192, "content": "## 🚀 Key Features\n- ⏰ Scheduled Daily Execution – Fully automated at 7 AM and 7 PM \n- 🧮 Due-Date Filtering – Only targets payments due in the next 3 days \n- 💬 Multi-Channel Notifications – Sends reminders via both Email and WhatsApp \n- 🔗 Secure Payment Links – Auto-generated for each traveler \n- 🔄 Reminder Tracking – Prevents duplicate reminders by updating status " }, "typeVersion": 1 }, { "id": "5411a3c8-b897-46f5-a71d-3d154738ceb1", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 368, -400 ], "parameters": { "color": 3, "width": 608, "height": 192, "content": "## Description:\n\nThis 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." }, "typeVersion": 1 }, { "id": "cb85e01a-051c-4d26-b6f7-d2fb8bf43708", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 1072, -336 ], "parameters": { "color": 5, "width": 608, "height": 288, "content": "## Purpose:\n\nThis workflow ensures automated, accurate, and timely payment reminders, helping travel agencies:\n\n- Maintain smooth cash flow\n\n- Minimize overdue payments\n\n- Provide a professional and automated customer communication experience" }, "typeVersion": 1 }, { "id": "7dd63f3c-14bd-4a6c-b4f5-0c5be5a57546", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -448, 32 ], "parameters": { "width": 784, "height": 432, "content": "## Morning Flow (7 AM)\n\n- Daily Payment Check – 7 AM:\nScheduled trigger initiates the process.\n\n- Read Pending Travel Payment:\nReads all pending payment records from the Google Sheet.\n\n- Process Payment Reminders:\nFilters records based on due date and payment status.\n\n- Prepare WhatsApp Reminder:\nFormats personalized message content with traveler name, amount, due date, and secure payment link.\n\n- Send Message:\nSends the WhatsApp message automatically.\n\n- Update Reminder Status:\nUpdates the record in the Google Sheet as “Reminder Sent”." }, "typeVersion": 1 }, { "id": "8a167f62-bc36-4940-9a14-fcedb0696c64", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -448, 544 ], "parameters": { "color": 6, "width": 784, "height": 432, "content": "## Evening Flow (7 PM)\n\n- Daily Payment Check – 7 PM:\nScheduled trigger for the evening run.\n\n- Check Pending Payment:\nReads pending payment data again to catch newly added records.\n\n- Create Payment Reminders:\nFilters and prepares records for reminder generation.\n\n- Make Reminder For Email:\nCreates customized email content for each traveler.\n\n- Send Email Reminder:\nSends the email reminders with payment details and link.\n\n- Update Status Of Reminder:\nUpdates the traveler’s record to avoid duplicate notifications." }, "typeVersion": 1 } ], "active": false, "pinData": {}, "settings": { "executionOrder": "v1" }, "versionId": "ad02aa2c-8239-46d8-9be1-0508458f6ac1", "connections": { "Send Message": { "main": [ [ { "node": "Update Reminder Status", "type": "main", "index": 0 } ] ] }, "Send Email Reminder": { "main": [ [ { "node": "Update Status Of Reminder", "type": "main", "index": 0 } ] ] }, "Check Pending Payment": { "main": [ [ { "node": "Create Payment Reminders", "type": "main", "index": 0 } ] ] }, "Make Reminder For Email": { "main": [ [ { "node": "Send Email Reminder", "type": "main", "index": 0 } ] ] }, "Create Payment Reminders": { "main": [ [ { "node": "Make Reminder For Email", "type": "main", "index": 0 } ] ] }, "Prepare WhatsApp Reminder": { "main": [ [ { "node": "Send Message", "type": "main", "index": 0 } ] ] }, "Process Payment Reminders": { "main": [ [ { "node": "Prepare WhatsApp Reminder", "type": "main", "index": 0 } ] ] }, "Daily Payment Check - 7 AM": { "main": [ [ { "node": "Read Pending Travel Payment", "type": "main", "index": 0 } ] ] }, "Daily Payment Check - 7 PM": { "main": [ [ { "node": "Check Pending Payment", "type": "main", "index": 0 } ] ] }, "Read Pending Travel Payment": { "main": [ [ { "node": "Process Payment Reminders", "type": "main", "index": 0 } ] ] } } }, "lastUpdatedBy": 1, "workflowInfo": { "nodeCount": 17, "nodeTypes": { "n8n-nodes-base.code": { "count": 4 }, "n8n-nodes-base.whatsApp": { "count": 1 }, "n8n-nodes-base.emailSend": { "count": 1 }, "n8n-nodes-base.stickyNote": { "count": 5 }, "n8n-nodes-base.microsoftExcel": { "count": 4 }, "n8n-nodes-base.scheduleTrigger": { "count": 2 } } }, "status": "published", "user": { "name": "Oneclick AI Squad", "username": "oneclick-ai", "bio": "The AI Squad Initiative is a pioneering effort to build, automate and scale AI-powered workflows using n8n.io. 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