# Send invoice reminders and partner escalations with Clio: n8n workflow

> Started by a clock, and works across Email. 13 steps, 3 branches: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/send-invoice-reminders-and-partner-escalations-with-clio (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# Send invoice reminders and partner escalations with Clio

Started by a clock, and works across Email. 13 steps, 3 branches: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-invoice-reminders-and-partner-escalations-with-clio)

**13 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Logic 9 Service 3

The steps in the order they run, from what starts it.

- 1 **Every Morning at 8am** Schedule trigger *Starts it*
- 2 **Fetch Overdue Invoices from Clio API** Http Request *Service*
- 3 **Normalize and Triage Overdue Invoices** Code *Logic*
- 4 **If Invoice Is Due Today** If *Logic*
- 5 **If Escalation by Partner Needed** If *Logic*
- 6 **Skip No Invoices Due Today** No Op *Logic*
- 7 **Build Escalation Alert for Partner** Code *Logic*
- 8 **Build Client Invoice Reminder Email** Code *Logic*
- 9 **Send Alert for 60+ Day Overdue Invoice** Email Send *Service*
- 10 **Execute Compliance Check Workflow** Execute Workflow *Logic*
- 11 **If Reminder Sending Approved** If *Logic*
- 12 **Send Client Invoice Reminder Email** Email Send *Service*
- 13 **Skip Reminder Due to Client Opt-Out** No Op *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 13, with 3 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Email
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Email account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 13 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 13 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-invoice-reminders-and-partner-escalations-with-clio)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Fetch Telr payment reports to SQL and send daily email summaries** 13 steps · Email](https://millionrounds.com/workflow/fetch-telr-payment-reports-to-sql-and-send-daily-email-summa)
- [**Send a monthly summary of days off to payroll** 13 steps · Email, Google Calendar](https://millionrounds.com/workflow/send-a-monthly-summary-of-days-off-to-payroll)
- [**Tax deadline management & compliance alerts with OpenAI** 13 steps · Email, Google Sheets](https://millionrounds.com/workflow/tax-deadline-management-and-compliance-alerts-with-openai)
- [**Send Stripe invoice reminders with Google Sheets and Slack** 13 steps · calls a model · Email, Google Calendar](https://millionrounds.com/workflow/send-stripe-invoice-reminders-with-google-sheets-and-slack)
- [**Automated tour payment reminders with WhatsApp** 12 steps · Email, Excel](https://millionrounds.com/workflow/automated-tour-payment-reminders-with-whatsapp)
- [**Custom branded QuickBooks invoices to PDF & email** 12 steps · Email](https://millionrounds.com/workflow/custom-branded-quickbooks-invoices-to-pdf-and-email)