Answer Invoice and Project Questions on WhatsApp with Flowlu

Yes. AeroChat works directly with Flowlu. It finds the client’s account, reads their invoices and projects in Flowlu and answers in the chat, and it creates a task for your team when the client needs something done.

This recipe lets clients check an invoice or a project themselves, at any hour, with the answer taken from Flowlu. Part of connecting Flowlu to WhatsApp and AI chat.

What happens today

Clients message to ask whether their payment arrived, when the next invoice is due, or how far along their project is. Each question means someone stops their work, opens Flowlu, finds the account and types the answer back. Questions after hours wait until the morning, and the same client often asks twice.

The flow that works

AeroChat finds the client’s account in Flowlu by phone number or email.
For an invoice question, it reads the invoice status, total, due date and paid date.
For a project question, it reads the project’s current stage and planned end date.
It answers with only the records that belong to that account.
If the client needs something changed, it creates a task for your team and tells the client who will follow up.

What it looks like on WhatsApp

Client: Hi, how is our app project going? And is the February invoice still open? (example)

AeroChat: Your project “Booking app” is at the Testing stage, with launch planned for 28 March. Invoice 2031 for 4,500 is partially paid: 2,000 has been received and the rest is due on 15 March.

Client: Can you send me a copy of that invoice?

AeroChat: I’ve asked Hana in accounts to email it to you today.

In Flowlu: AeroChat read the project’s stage and end date and the invoice’s status, total and due date. It created a task “Send copy of invoice 2031” linked to the client’s account, assigned to Hana, due today.

The recipe

Copy this into AeroChat

When a client asks about an invoice, a payment or their project, follow these steps.

Search Flowlu accounts for the phone number they are messaging from. If there is no match, ask for the email on their account and search again. If there is still no match, hand the conversation to our accounts team.

For invoice questions, read the invoices of that account. Tell them the invoice number, total, status (new, partially paid or paid), due date, and the paid date if it is paid.

For project questions, read the projects linked to that account. Tell them the project name, its current stage and its planned end date.

If they ask for a copy of an invoice, a change to the project or anything else our team has to do, create a task in Flowlu linked to their account, named after the request, due today, with our accounts manager as the person responsible (example).

Tell them who will follow up and when.

Only share invoices and projects that belong to their account. Never promise a delivery date that is not in Flowlu. If they dispute an amount or are unhappy with progress, hand the conversation to the owner of the account. Reply in the customer’s language.

Change the person responsible and the handover team to your own before you paste it.

What to connect

Flowlu. An administrator opens System Settings, then API Settings, creates an API key for AeroChat and copies it. Paste it in when AeroChat asks, with your Flowlu address. Link each project and invoice to the client’s account in Flowlu, so AeroChat can find them.
Your knowledge base. Upload your payment terms and how your projects run, so AeroChat can explain them.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Flowlu, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Flowlu’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

Which invoice and project details clients may see.
How AeroChat checks who is asking before it shares anything.
Who gets the tasks AeroChat creates.
When a question goes straight to a person.

The result to expect

Clients get invoice and project answers in the chat, straight from Flowlu, without waiting for someone to look them up. Requests that need your team arrive as Flowlu tasks with the details already written.

Measure it with your own numbers: status questions answered without a person, and time to reply, for a month before and after.

Next: send WhatsApp leads to Flowlu.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Flowlu connection behind it. See what each channel does on the Flowlu integration page.

Answer your first status question from Flowlu

Paste the recipe, add your Flowlu key, and message your own number asking about an invoice.

Start your 7-day free trial. No credit card needed.

Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Flowlu for you, free. See plans.