Expiry notification and renewal payment processing

Purpose

1.1. Automate the full workflow for expiry notifications of memberships and seamless renewal payment processing for armed forces association members.
1.2. Automatedly remind members nearing expiration, provide payment links or instructions, and renew upon successful online payment.
1.3. Automates tracking of expiry dates, notifies internal staff, sends receipts, and updates membership status in core systems.
1.4. Enables cross-channel automated notifications (email, SMS, push), secure payment collection, and dynamic workflow escalations.
1.5. Automating renewal reduces manual follow-up, increases on-time collections, and maintains uninterrupted member access.

Trigger Conditions

2.1. Membership nearing expiry date (X days before expiration as defined in business rule).
2.2. Failed or incomplete renewal payment attempts.
2.3. Expiry date reached without renewal payment.
2.4. Successful renewal and payment confirmation.
2.5. Manual override by admin or membership manager.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS notifications on expiry alerts; configure “Messaging Service” to send templated expiry reminders.
3.2. SendGrid
• Feature/Setting: Automate email expiry alerts via “Transactional Templates” and API key for triggered campaigns.
3.3. Stripe
• Feature/Setting: Automate payment collection with “PaymentIntents API” for secure renewal links.
3.4. PayPal
• Feature/Setting: Automate renewal via “Subscriptions API” to bill and confirm upon expiry trigger.
3.5. Microsoft Power Automate
• Feature/Setting: Automate expiry events in SharePoint/Excel and connect with email or SMS flows.
3.6. Salesforce
• Feature/Setting: Automate renewal journeys via “Process Builder” and “Flow Builder” for membership object.
3.7. HubSpot
• Feature/Setting: Automate contact workflows with expiry dates using “Workflows” automation tool.
3.8. Mailchimp
• Feature/Setting: Automate renewal campaigns via “Automations” for sequence messaging.
3.9. Zapier
• Feature/Setting: Automate linking expiry events to hundreds of platforms; use “Webhooks by Zapier” for custom triggers.
3.10. Google Workspace
• Feature/Setting: Automate Google Sheet expiry lists with “Apps Script” to trigger emails/SMS.
3.11. Zoho CRM
• Feature/Setting: Automate expiry field triggers via “Workflow Rules” for email/SMS reminders.
3.12. Freshdesk
• Feature/Setting: Automate ticket creation and status for members needing renewal.
3.13. Slack
• Feature/Setting: Automate internal alerts via “Incoming Webhooks” for admin notifications when renewal is pending.
3.14. DocuSign
• Feature/Setting: Automate sending of renewal agreements with “eSignature API” after expiry warning.
3.15. Auth0
• Feature/Setting: Automate membership status updates for access control with “Management API”.
3.16. AWS SNS
• Feature/Setting: Automate multi-channel notifications setup for expiry and renewal.
3.17. Monday.com
• Feature/Setting: Automate membership renewal boards and expiry notifications using “Automation Recipes”.
3.18. Pipedrive
• Feature/Setting: Automate deal pipelines for membership renewal tasks via “Workflow Automation”.
3.19. Intercom
• Feature/Setting: Automate in-app member reminder messages using “Outbound Messages” API.
3.20. QuickBooks Online
• Feature/Setting: Automate invoice and payment status updates with “API for recurring invoices”.

Benefits

4.1. Automates expiry reminders and reduces lapses in armed forces association memberships.
4.2. Automation increases timely renewal payments and uninterrupted membership benefits.
4.3. Automated payment gateways optimize reconciliation and reduce administrative overhead.
4.4. Cross-channel automated contacting enhances member engagement and satisfaction.
4.5. Automator ensures compliance with internal reporting and audit requirements for membership continuity.