Notifications for overdue lease signatures

Purpose

1.1 Automatically notify relevant stakeholders (agents, tenants, property owners) when a lease agreement remains unsigned past its deadline to ensure timely follow-up, reduce rental delays, support compliance, and maintain transaction momentum.
1.2 Integrate notifications into existing communication workflows to achieve consistent and actionable reminders, reducing manual tracking.
1.3 Enable escalations and reporting for persistent delays to streamline management oversight and decision-making.
1.4 Support multi-channel communications (email, SMS, chat, push) to maximize recipient engagement and response rates.

Trigger Conditions

2.1 Lease status in property management system is “pending signature” beyond predefined deadline.
2.2 Scheduled check (hourly/daily) identifies overdue leases.
2.3 Absence of e-signature completion event within required timeframe.
2.4 Manual flag set by agent for urgent contracts.
2.5 API/webhook-driven alert from digital signature or contract system.

Platform Variants

3.1 Twilio SMS
  • Feature/Setting: Configure programmable SMS; use Send Message API to deliver text alerts to phone numbers on lease record.
  • Sample: POST to /Messages with recipient and custom message body.

3.2 SendGrid
  • Feature/Setting: Email API for transactional notifications; Dynamic Templates for overdue lease message.
  • Sample: POST to /mail/send with template_id and lease-specific variables.

3.3 Slack
  • Feature/Setting: Incoming Webhooks; automate channel or DM alert for overdue contracts.
  • Sample: POST to webhook URL with formatted message JSON payload.

3.4 Microsoft Teams
  • Feature/Setting: Office 365 Connector or Teams Bot Framework; automated card notifications.
  • Sample: POST adaptive card JSON to Teams webhook URL.

3.5 Gmail (Google Workspace)
  • Feature/Setting: Gmail API; send automated emails with subject and contextual details to tenants/agents.
  • Sample: users.messages.send with RFC822 message format.

3.6 Outlook/Office 365
  • Feature/Setting: Microsoft Graph API for sending automated emails to overdue contacts.
  • Sample: POST /sendMail endpoint with relevant details.

3.7 HubSpot
  • Feature/Setting: Workflow automation; trigger email or task based on custom property “Lease Overdue.”
  • Sample: Use Workflow API and Email API with contact ID.

3.8 Salesforce
  • Feature/Setting: Process Builder or Flow Automation; notify users or leads with overdue contract tasks.
  • Sample: Flow sets notification using Messaging API.

3.9 DocuSign
  • Feature/Setting: Connect API Envelopes:Get status; trigger reminder if envelope remains in “sent” or “delivered” state.
  • Sample: GET /envelopes/{envelopeId}/recipients

3.10 Adobe Sign
  • Feature/Setting: REST API to check agreement status; automated reminder using reminders endpoint.
  • Sample: POST /agreements/{agreementId}/reminders

3.11 Zoho CRM
  • Feature/Setting: Workflow Rule or Blueprint; send notification when custom “Lease Status” is delayed.
  • Sample: POST to Notification API with record ID.

3.12 Pipedrive
  • Feature/Setting: Activity automation; send email/SMS when Lease stage remains at "waiting for signature."
  • Sample: POST activity to user with specific deal info.

3.13 Monday.com
  • Feature/Setting: Automations using date columns and status change; send notification on overdue.
  • Sample: Create automation “when date passed and status is not signed, notify.”

3.14 Asana
  • Feature/Setting: Rules automation; assign task or send email if due date missed for signature tasks.
  • Sample: Rule “Task due and incomplete → Send email.”

3.15 Trello
  • Feature/Setting: Butler automation; send Slack, email, or webhook when card deadline for signature is overdue.
  • Sample: “When due date passes, send notification.”

3.16 WhatsApp Business API
  • Feature/Setting: Send custom message templates; trigger when lease signature overdue.
  • Sample: POST to /messages with WhatsApp template ID.

3.17 ClickSend
  • Feature/Setting: Send SMS/email/fax on overdue contracts; trigger via REST API.
  • Sample: POST to /v3/sms/send with contact.

3.18 Notion
  • Feature/Setting: Integration webhook; status property triggers email reminder via Notion API.
  • Sample: Update database, then POST to notification endpoint.

3.19 Airtable
  • Feature/Setting: Automation scripts; scheduled check on date fields, triggers notification action.
  • Sample: "If status = pending and date passed, send email/SMS."

3.20 Zapier
  • Feature/Setting: Zap triggers on record update or deadline expiry in connected app, sends multi-channel alerts.
  • Sample: Trigger “New overdue lease” → Action “Send notification.”

3.21 Freshworks CRM
  • Feature/Setting: Workflow automation for overdue lease custom fields; triggers email/SMS.
  • Sample: Workflow rule evaluating field date.

3.22 Intercom
  • Feature/Setting: Series automation; send in-app or email message to overdue users.
  • Sample: Trigger on attribute “Lease Pending = True” and “Date Passed.”

3.23 Mailgun
  • Feature/Setting: Email API; trigger emails based on overdue status from any record source.
  • Sample: POST to /messages endpoint with subject, email body, recipient.

3.24 BambooHR
  • Feature/Setting: Workflow notifications to internal staff for overdue contracts using webhook integration.
  • Sample: Trigger webhook upon delay, send message via email/SMS.

Benefits

4.1 Ensures all parties are promptly reminded, reducing deal friction and lost revenue due to signature delays.
4.2 Uniform escalation improves accountability and compliance tracking.
4.3 Multi-channel coverage increases likelihood that notifications are seen and acted upon.
4.4 Decreases manual follow-up workload, allowing agents to focus on new opportunities.
4.5 Immediate visibility for management on overdue contracts improves operational oversight and enables proactive intervention.