Real-time alerts for approaching closing dates

Purpose

1.1. Enables instant notification to relevant parties as aircraft transaction closing dates approach, catalyzing timely actions, minimizing missed opportunities, and supporting compliance.
1.2. Ensures brokers, legal teams, corporate stakeholders, and clients are continuously informed and can coordinate pre-closing checks, payments, or documentation.
1.3. Centralizes deal stage awareness across multiple deals and team members, reducing manual follow-ups and administrative errors.

Trigger Conditions

2.1. Approaching date set under “Closing Date” field in deal database (e.g., 7, 3, 1 day(s) before).
2.2. Deal status is “Active/Pending Closing.”
2.3. Change in status to “Awaiting Documents” or “Awaiting Payment.”
2.4. Assignment or update of new closing date.

Platform Variants

3.1. Twilio
• Feature/Setting: SMS Alert. Configure event trigger for time-context SMS with dynamic client name, deal ID, date.
3.2. SendGrid
• Feature/Setting: Transactional email API, schedule “closing soon” email, use dynamic templates with client/deal info.
3.3. Slack
• Feature/Setting: Incoming Webhook; post to channel “Aviation_Closings” on approaching deadlines, include link to deal.
3.4. Microsoft Teams
• Feature/Setting: Connector for adaptive card, posts with deal details and quick-action buttons for team lead.
3.5. Discord
• Feature/Setting: Bot notification to #closings channel, tags responsible roles.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow for date-based workflow rule, custom notification for associated records.
3.7. HubSpot
• Feature/Setting: Workflows with “close date” property trigger, automated task or notification sequence.
3.8. Monday.com
• Feature/Setting: Date arrives automation, send email or in-app notification from deal board.
3.9. Asana
• Feature/Setting: Rules trigger (“Due Date Approaching”), assign reminder task to deal owner.
3.10. ClickUp
• Feature/Setting: Automations (“When due date is X days away, alert assignee”), send comment/tag.
3.11. Notion
• Feature/Setting: Integration with calendar date property, triggers email or Slack via third-party bridge.
3.12. Google Workspace
• Feature/Setting: Apps Script scans closing dates, auto-sends Gmail notifications and calendar invites.
3.13. Zoho CRM
• Feature/Setting: Workflow automation sends mail/notification on “Closing Date” nearing.
3.14. Pipedrive
• Feature/Setting: Workflow automation for deal “expected close date” to trigger reminders.
3.15. Outlook 365
• Feature/Setting: Power Automate/Flow watches calendar entries, sends Outlook push/email alerts.
3.16. Zapier
• Feature/Setting: Scheduled Zap searches CRM for due deals, sends multi-channel alerts.
3.17. Airtable
• Feature/Setting: Automations on date field status, sends email/SMS for records matching filter.
3.18. Trello
• Feature/Setting: Butler rule monitors card due dates and issues board or user notification.
3.19. Freshsales
• Feature/Setting: Custom workflow on deal “close by” date sends reminder to sales team.
3.20. Intercom
• Feature/Setting: In-app message scheduled for deal stakeholders based on custom field timer.

Benefits

4.1. Reduces risk of delayed or missed closings, ensuring higher client satisfaction.
4.2. Automates repetitive monitoring, freeing staff for high-touch client engagement.
4.3. Ensures consistent and auditable communication flow for regulatory or audit purposes.
4.4. Connects all involved parties in real time, enabling immediate corrective action.
4.5. Improves transparency in high-value aviation transactions by synchronizing notifications across platforms.