Automation Engine

Structured automation for disciplined follow-ups

The engine underneath every Retenva product. Triggers, delays, conditions, and multi-channel sends running reliably, event by event, without you babysitting it.

No payment processing · No invoice creation · Just automation

LIVE AUTOMATION FLOW

⚡️ Trigger — Invoice due

Fires when invoice crosses due date

⏱ Wait · 3 days

Delay before first reminder

? Condition — Still unpaid?

Branch: yes → continue / no → stop

✉️ Send · Email + SMS

Professional overdue reminder sent

✓ Stop — Payment detected

All reminders cancelled instantly

Team celebrating

RELIABILITY

Reliability your team can trust

The engine runs so your people don't have to. Set it once, and every invoice gets the same professional, timely follow-up every time.

TRIGGERS

Trigger-based automation

Automation begins the moment something changes — no manual intervention, no cron jobs, no guesswork.

Invoice due / overdue

Fire when an invoice crosses its due date or passes a configurable overdue threshold.

Payment received

Cancel sequences instantly the moment a payment lands — zero chance of sending a reminder after payment.

Contact event

React to new contacts, API signals, replies, or custom webhook events from your other systems.

LOGIC

Delays and conditional logic

Wait hours or days between steps, branch on whether an invoice is still unpaid, and tailor the path for each contact — all configured visually. No code required.

  • Set exact wait durations between steps
  • Branch by payment status, channel, or custom field
  • Stop immediately when a condition is met
STEP CONFIGURATION

WAIT

3 days

ONLY IF

Invoice status = Unpaid

CHANNEL

Email, then SMS

ON PAYMENT DETECTED

Stop all steps immediately

CHANNELS

Multi-channel execution

Email and SMS work together in a single flow. Lead with email, escalate to SMS when it matters, and never double-send across channels.

Email
Wait 2 days
SMS
Wait 3 days
Final email
Stop if paid

Maximum one reminder per day per invoice — professional pacing, always.

Retry and delivery safeguards

Transient failures are retried automatically. Hard bounces are flagged. Rate limits are respected. The engine is built to deliver reliably without you babysitting it.

99.2%

Email delivery rate via Amazon SES

< 30s

Average SMS delivery time via Twilio

0

Double-sends — ever. Guaranteed by engine logic

ARCHITECTURE

API-driven architecture

Everything is event-driven. Each invoice change, payment, and contact action is an event the engine reacts to. On the Pro plan, hook into the same API yourself.

  • Webhook support for external triggers
  • Real-time event processing
  • Full activity log with timestamps
// Retenva webhook event
{
  "event": "invoice.overdue",
  "invoice_id": "inv_4821",
  "customer_email": "james@apexplumbing.com",
  "amount_due": 3450.00,
  "days_overdue": 3,
  "action_taken": "reminder_sequence_started",
  "channels": ["email", "sms"],
  "status": "running"
}
James Whitfield with family

CUSTOMER STORY

“The engine just runs. No double-sends, no missed reminders, no babysitting. It is the most reliable tool in our stack.”

James Whitfield

James Whitfield

Founder, Apex Plumbing

99.7% delivery success rate

Automation you can actually trust

Set it up once. Let Retenva handle every follow-up, every time.

Get Started