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1BAS Automation Stack
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Finance Beginner 30 min setup

Automated invoice follow-up & dunning

Recover overdue revenue automatically with timed dunning emails and automatic pipeline status synchronizations.

Required Tools: Stripe Resend HubSpot
Trigger Phase

When this automation fires

Webhook / Event Definition

Stripe webhook: invoice.payment_failed
Execution Logic

Step-by-step pipeline sequence

01

Trigger automated Smart Retries schedule within Stripe billing primitives

02

Send branded payment update link email to customer billing contact via Resend

03

Update customer account health in HubSpot CRM to "Payment At Risk"

04

Alert account manager if invoice remains unpaid after 14 days

Resilience Architecture

Error handling & exception routing

• Webhook Failures: Ensure receiving endpoints respond with 200 OK before executing heavy downstream computations to avoid sender retry loops.

• Rate Limiting: Implement queue backpressure or sleep nodes (100ms delay) when updating CRM records in bulk via API.

• Dead Letter Alerts: Any catastrophic step failure must route the raw JSON payload to a private Slack triage channel so no lead or transaction is silently dropped.