Notification for upcoming renewals of contracts or agreements

Purpose

1. Proactively alert stakeholders of upcoming contract/agreement renewals to avoid service lapses, late fees, interruptions, or compliance risks.

2. Ensure ongoing revenue continuity and maximize renewal conversion rates.

3. Centralize all renewal notifications from various sources into a single workflow.

4. Automate personalized notifications per client, contract type, and renewal frequency.

5. Escalate missed-response renewals to management for intervention.

6. Generate actionable reminders for both internal teams and clients.

Trigger Conditions

1. Contract expiration date is within X days (e.g., 30, 15, 7, or 1).

2. Agreement status changes to "Pending Renewal" or "Expiring Soon".

3. CRM or ERP system updates contract end-date field.

4. New contract/renewal logged into a billing management platform.

5. Response or approval on a sent renewal is not received within a threshold window.

6. Scheduled intervals for batch processing of multiple renewals (e.g., nightly at 2 AM).

Platform Variants

1. Microsoft Outlook

• Feature: Outlook Calendar API – create calendar reminder events and schedule renewal email alerts.
  
• Sample: Schedule event on renewal date with attendee notifications.
  

2. Google Workspace

• Feature: Google Calendar API Notification & Gmail API – automated event invites and emails to responsible parties.
  
• Sample: Trigger email via Apps Script based on calendar event.
  

3. Salesforce

• Feature: Workflow Rules/Process Builder or Flow Builder – set automated tasks or email alerts when renewal date approaches.
  
• Sample: Flow triggers Email Alert to Account Owner 30 days before renewal.
  

4. HubSpot

• Feature: Workflows > Deal Property Date-based triggers.
  
• Sample: Enrollment if “Renewal Date” property is 15 days away, sends personalized sequence.
  

5. Zoho CRM

• Feature: Workflow Automation Date/Time-Based Actions.
  
• Sample: Triggers alert email to client and account manager configured on "End Date".
  

6. Zendesk Sell

• Feature: Smart Lists & Automated Triggers for Custom Fields.
  
• Sample: Custom “Contract End” date triggers in-app or email reminders.
  

7. DocuSign

• Feature: CLM (Contract Lifecycle Management) Workflow Rules.
  
• Sample: Workflow sends renewal reminder to signer 14 days pre-expiry.
  

8. Monday.com

• Feature: Date Column + Automations ("When date arrives, notify").
  
• Sample: Notify assigned user 7 days before contract date in board.
  

9. Asana

• Feature: Rules on Due Dates & Custom Fields.
  
• Sample: Rule: "When Renewal Date is approaching, send message to Project Team".
  

10. Slack

• Feature: Scheduled Reminders via API or Workflow Builder.
  
• Sample: Post daily renewal reminders to “#renewals” channel.
  

11. Trello

• Feature: Butler Automation with Due Date reminders.
  
• Sample: Setup Butler: “2 days before card due, send email to card members.”
  

12. ClickUp

• Feature: Automation on Custom Date Fields.
  
• Sample: “When [Renewal Date] is within 10 days, assign notification to Account Manager.”
  

13. SendGrid

• Feature: Transactional Email API.
  
• Sample: Automate email delivery using dynamic templates, API trigger based on date logic.
  

14. Twilio

• Feature: Programmable SMS/WhatsApp API.
  
• Sample: Send SMS/WhatsApp when contract is expiring within X days.
  

15. Zapier

• Feature: Multi-step Zaps connecting CRM to Email/SMS platforms.
  
• Sample: Trigger "Contract End Date" in HRIS; Zap sends renewal emails.
  

16. Intercom

• Feature: Automated Messaging (Outbound bots based on custom attributes).
  
• Sample: Automatic renewal messenger pushed to client 72 hours prior.
  

17. Adobe Sign

• Feature: Agreement Milestones Automation.
  
• Sample: Alert configured for parties based on approaching expiry.
  

18. Freshdesk

• Feature: Ticket Logic + Email Notifications.
  
• Sample: Auto-generate ticket for renewal and notify appropriate agent.
  

19. Pipedrive

• Feature: Workflow Automations for Date Fields.
  
• Sample: “Deal field ‘Renewal Date’ triggers email to manager.”
  

20. Notion

• Feature: Database Date Properties + Reminders.
  
• Sample: Reminder set on “Contract End Date” property, pushes notification.
  

21. Basecamp

• Feature: Schedule To-dos/Notifications.
  
• Sample: Create scheduled renewal to-do with reminder to team.
  

22. Airtable

• Feature: Automation scripts for Date Fields.
  
• Sample: When “Expiry Date” is X days away, send record-triggered email.
  

Benefits

1. Eliminates manual oversight of contract deadlines and prevents service interruptions.

2. Improves renewal capture rates and cash flow.

3. Ensures audit readiness by documenting all reminders.

4. Reduces risk of missed compliance deadlines.

5. Customizable per client or contract type.

6. Unifies notification channels for increased responsiveness.