Hi all 

Thought I’d share something I’ve put together as it’s been a pain point for us and decided to make it available for others. It’s free to try btw and appreciate any feedback. 

We do a lot of bookeeping work, including chasing aged debtors/unpaid invoices but the clients for the most part, being small businesses relied on WhatsApp & Text messages to communicate with customers, but didn’t have any way to send these out automatically. Which was making this a bit of a chore, we’d be phoning, typing out reminders messages etc and it was taking lots of time just to compose each message.

I’ve put a tool on Apify, where you can import up to 2 csv/spreadheets into it. One will be a customer list, which needs to include the phone/whatsapp number(your customer list basically) and optionally a second spreadsheet/csv which for example could be your unpaid/overdue invoices, statement balances - it’s completely flexible what you upload. 

The tool will match the 2 spreadsheets up and allow you to use placeholders to create customised messages in bulk. See the bottom of this post for an example. When you run the tool you get given a dashboard file to download, with one click to send messages from any device, simply choose sms or WhatsApp and confirm. 

Critically, there’s no setup required with WhatsApp and doesn’t break terms of service like some api tools do, same with regular phone numbers, so it can be used by anyone with a phone or computer. You can completely customise the messages, but we’ve been using it to chase payments, but could be used for general marketing. Appreciate any feedback 

WhatsApp/SMS via spreadsheet  

Hi {{customer_name}},

Our records show that invoice {{invoice_number}} dated {{invoice_date}} for €{{invoice_amount}} is now {{days_overdue}} days overdue.

We’d appreciate it if you could arrange payment as soon as possible.

If you’ve already made payment, please disregard this message.

Bank details: {{bank_details}}.

Thank you,

{{business_name}}