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 (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)

🧾 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.