Reporting for overdue or expired accounts

**1. Purpose**

1. Automate real-time identification, notification, and reporting of overdue or expired member accounts in aquatic sports facilities.

2. Escalate issues to managers, notify users, and update member status records without manual intervention.

3. Ensure compliance with liability, improve financial tracking, and reduce administrative delays in membership services.

**2. Trigger Conditions**

1. Member account status changes to ‘overdue’ or ‘expired’ after set date.

2. Periodic audit of billing/payment records reveals unpaid dues.

3. Scheduled report generation (e.g., daily at 6 AM UTC).

4. Manual flag by staff in CRM or member portal.

**3. Platform Variants**

3.1. Salesforce

• Feature: Process Builder/Flow Trigger; Action: Update member record, generate report.
  
• API: `/services/data/vXX.X/sobjects/Account/{id}`
  

3.2. Microsoft Power Automate

• Feature: Recurrence trigger, SharePoint integration; Action: Automated overdue check.
  
• API: "Get items" (SharePoint list), "Send email"
  

3.3. Google Sheets

• Feature: Time-driven trigger (Apps Script); Action: Iterates expired rows, sends report.
  
• API: `Spreadsheets.Values.get`, `MailApp.sendEmail`
  

3.4. Twilio

• Feature: SMS Notification; Action: Sends overdue reminders to members.
  
• API: `/Messages.json`
  

3.5. SendGrid

• Feature: Email batch send; Action: Deliver expiry notifications to contacts.
  
• API: `/v3/mail/send`
  

3.6. Slack

• Feature: Incoming Webhook; Action: Posts alerts to staff channel on overdue accounts.
  
• API: `/api/chat.postMessage`
  

3.7. Zendesk

• Feature: Ticket automation; Action: Auto-generate overdue account tickets.
  
• API: `/api/v2/tickets.json`
  

3.8. QuickBooks

• Feature: Scheduled report; Action: Exports overdue invoices in CSV.
  
• API: `/v3/company/{companyId}/reports/agedreceivables`
  

3.9. HubSpot CRM

• Feature: Workflow automation; Action: Tags and notifies for lapsed accounts.
  
• API: `/crm/v3/objects/contacts/search`
  

3.10. Freshdesk

• Feature: Ticket automation; Action: Raise tickets for each overdue case.
  
• API: `/api/v2/tickets`
  

3.11. Monday.com

• Feature: Board automation; Action: Move overdue member pulses.
  
• API: `/v2 (GraphQL Mutation: change_column_values)`
  

3.12. Zoho CRM

• Feature: Workflow Rule; Action: Email/notify account managers.
  
• API: `/crm/v2/Contacts`
  

3.13. Mailchimp

• Feature: Automated campaigns; Action: Send renewal reminders.
  
• API: `/3.0/campaigns`
  

3.14. Airtable

• Feature: Script block; Action: Compile and email overdue status.
  
• API: `PATCH /v0/{baseId}/{tableName}`
  

3.15. Asana

• Feature: Task automation; Action: Assign follow-up tasks.
  
• API: `/tasks`
  

3.16. Pipedrive

• Feature: Activity automation; Action: Create overdue follow-ups.
  
• API: `/v1/activities`
  

3.17. Notion

• Feature: Database automation (Zapier/Integromat); Action: List/report expired accounts.
  
• API: `/v1/pages`
  

3.18. Trello

• Feature: Card automation; Action: Cards move to ‘Overdue’ list.
  
• API: `/1/cards/{id}/idList`
  

3.19. Intercom

• Feature: Automated message; Action: Notify expired users in-app.
  
• API: `/messages`
  

3.20. DocuSign

• Feature: Expiring envelope notification; Action: Alert admins when liability waivers are overdue.
  
• API: `/v2.1/accounts/{accountId}/envelopes`
  

**4. Benefits**

1. Zero manual tracking, full compliance on overdue/expired accounts.

2. Real-time alerting/notification for all stakeholders.

3. Enhanced member satisfaction via timely, automated reminders.

4. Reduced revenue leakage from expired account inattention.

5. Accurate, auditable trails for reporting, analysis, and future forecasting.