Invoice, Payment, and Follow-UpPurpose
1.2. Reduce service calls due to overlooked warranties, resulting in better customer care and retention.
1.3. Automate communication and tracking, minimizing manual intervention by staff.
1.4. Provide targeted offers or reminders, leveraging warranty data for new business opportunities.
1.5. Enable audit trails for compliance and service quality monitoring.
Trigger Conditions
2.2. Scheduled warranty expiry dates are present in the system.
2.3. Pre-set lead time (e.g., 30, 15, 7, 1 days before expiration) is reached.
2.4. Customer contact information is available (email/SMS/call).
2.5. Optionally, device/service serial number or unique ID matches warranty database record.
Platform Variants
3.1. Salesforce
• Feature: Workflow Rule/Process Builder
• Sample: Configure flow on 'Warranty Expiry Date' field, triggering an outbound message or reminder email.
3.2. HubSpot
• Feature: Workflows Automation
• Sample: Automated sequence sending reminders via email based on custom 'Warranty Expiry' property.
3.3. Zoho CRM
• Feature: Custom Functions, Workflow Rules
• Sample: Deluge script dispatches alert email/SMS when expiry condition is met.
3.4. Microsoft Power Automate
• Feature: Scheduled flows
• Sample: Flow reads invoice records from Dynamics 365 and sends reminders via Outlook/Teams.
3.5. Twilio SMS
• Feature: Programmable Messaging API
• Sample: Set up flow to send SMS on expiry using /Messages endpoint with client’s info.
3.6. SendGrid
• Feature: Automated Marketing Campaigns
• Sample: Trigger transactional email using REST API with dynamic templates.
3.7. Mailchimp
• Feature: Email Automations
• Sample: Utilize date-based triggers for sending warranty reminders.
3.8. Google Workspace (Sheets + Gmail)
• Feature: Google Apps Script
• Sample: Script checks expiry dates and sends email via Gmail API.
3.9. Slack
• Feature: Incoming Webhooks
• Sample: Post reminder to relevant channel about client warranty expiration.
3.10. ActiveCampaign
• Feature: Date-Based Automations
• Sample: Contact list automation using deal/warranty expiry fields.
3.11. Pipedrive
• Feature: Workflow Automation
• Sample: Trigger activity/email task when warranty date is approaching.
3.12. ServiceM8
• Feature: Automated Reminders
• Sample: Scheduling module sends SMS/email reminders tied to job records.
3.13. Freshdesk
• Feature: Automations
• Sample: Time-triggered emails or notifications using ticket custom fields for warranty.
3.14. Zendesk
• Feature: Triggers & Automations
• Sample: Event-based email reminders sent to clients from ticket data.
3.15. QuickBooks Online
• Feature: Workflow Automation
• Sample: Custom reminders via Zapier integration fetching expiry data from invoices.
3.16. Shopify
• Feature: Flow Automation App
• Sample: Triggers 'send email' action for warranty-tagged sales after set period.
3.17. Zoho Books
• Feature: Custom Alerts/Workflows
• Sample: Scripted reminder using client’s info and warranty date.
3.18. Infusionsoft (Keap)
• Feature: Campaign Builder
• Sample: Automated sequences for upcoming expiries based on custom date fields.
3.19. Mailjet
• Feature: Transactional Send API
• Sample: Schedule reminders via SMTP or Send API using warranty records.
3.20. Airtable
• Feature: Automations
• Sample: Script block generates email/SMS to clients when expiry date approaches.
3.21. Monday.com
• Feature: Date Automations
• Sample: board automation sends alert/reminder to responsible contact on warranty expiry.
3.22. Calendly
• Feature: Date Reminders
• Sample: Automated follow-up emails for pre-set event (warranty expiration).
3.23. SAP Business One
• Feature: Alerts Management
• Sample: Internal/external alerts generated from contract module and sent via SAP Mailer.
Benefits
4.2. Increases chances of service renewal and additional sales.
4.3. Enhances customer satisfaction with timely, proactive communication.
4.4. Reduces customer confusion or disputes on coverage status.
4.5. Centralizes all reminders for easy management and compliance audit.