Order and Rental ManagementPurpose
1.2. Automate periodic notifications (SMS, email, push) for expiring contracts, payment reminders, and options to renew or upgrade.
1.3. Reduce manual administrative effort and missed renewal opportunities via scheduled messaging.
1.4. Provide a seamless, multi-channel notification process targeting efficiency, customer satisfaction, and contract retention.
Trigger Conditions
2.2. Trigger upon update to rental agreement status or payment activity.
2.3. API/webhook-based trigger from backend rental/order management system when renewal is flagged as due.
Platform Variants
• Feature: Messaging API, Function — Send SMS.
• Sample: Use POST to /Messages endpoint with recipient number and dynamic message template.
3.2. SendGrid (Email)
• Feature: Mail Send API.
• Sample: Configure POST v3/mail/send with dynamic data for renewals.
3.3. Slack
• Feature: Chat PostMessage API.
• Sample: Notify internal staff on #renewals channel using chat.postMessage.
3.4. WhatsApp Business
• Feature: WhatsApp API, Send Template Message.
• Sample: POST /messages with pre-approved renewal message template.
3.5. Google Calendar
• Feature: Events API.
• Sample: Create calendar events as reminders to internal teams for expiring contracts.
3.6. Microsoft Outlook
• Feature: Calendar API, Create Event.
• Sample: Auto-add tasks/appointments to service agent calendars.
3.7. Salesforce
• Feature: Process Builder/Workflow, Outbound Message.
• Sample: Trigger workflow on approaching rental end date.
3.8. HubSpot
• Feature: Workflow Automation.
• Sample: Automate follow-up sequences via contact workflows.
3.9. Zoho CRM
• Feature: Workflow Rule, Custom Email Notification.
• Sample: Set rule for contract expiry date to send templated email.
3.10. Mailgun
• Feature: Messages API.
• Sample: Send renewal notifications via API with variable data fields.
3.11. Freshdesk
• Feature: Automations.
• Sample: Generate and assign ticket when a contract is about to expire.
3.12. Zendesk
• Feature: Triggers.
• Sample: Create auto-ticket or notification based on contract status field.
3.13. Intercom
• Feature: Automated Outbound Messages.
• Sample: In-app or email notification triggered by user segment.
3.14. G Suite (Gmail)
• Feature: Gmail API, Send Message.
• Sample: Send periodic renewal emails directly to customers.
3.15. Pipedrive
• Feature: Workflow Automations.
• Sample: Notify account manager or send client emails when deals reach renewal stage.
3.16. Amazon SES
• Feature: SendEmail API.
• Sample: Schedule batch renewal reminders using template rendering.
3.17. Microsoft Power Automate
• Feature: Scheduled Flow, Outlook Action.
• Sample: Use schedule trigger to send renewal reminders via email or Teams.
3.18. Telegram
• Feature: Bot API, sendMessage.
• Sample: Bot sends renewal alerts to customers that opted in.
3.19. Facebook Messenger
• Feature: Send API.
• Sample: Automated renewal notification via Messenger bot.
3.20. ClickSend
• Feature: SMS API.
• Sample: Send bulk or individual contract alerts with merge fields for names, dates.
3.21. ActiveCampaign
• Feature: Automation Sequences.
• Sample: Email journey triggered by custom date field approaching.
3.22. Airtable
• Feature: Automations, Scheduled Trigger.
• Sample: Lookup end dates, launch webhook for imminent contracts.
3.23. Monday.com
• Feature: Automations, Notification Action.
• Sample: Board view tracks contracts, triggers notification five days before expiry.
Benefits
4.2. Prevents missed renewals/payment lapses by timely customer engagement.
4.3. Reduces manual follow-up through fully automated, multi-channel communication.
4.4. Ensures compliance and consistent messaging with templated delivery.
4.5. Enhances customer experience with proactive, personalized outreach.