Trigger-based reminders for contract renewals

Purpose

1.1. Automate contract renewal reminders to ensure no missed renewals for boiler supply, maintenance, or installation agreements.
1.2. Enable seamless, automated communication between sales, procurement, and clients regarding upcoming renewal dates.
1.3. Automating notifications reduces human error and guarantees compliance with contractual obligations.
1.4. System supports automating the capture, storage, and updating of contract dates and automates workflow handoffs when renewal triggers activate.
1.5. Automator logic supports multi-stage reminders for both internal teams and customers, allowing multiple notification intervals (30, 14, 7 days, etc.).

Trigger Conditions

2.1. Contract expiration date approaches, as recorded in ERP or CRM systems.
2.2. Automated change/update in contract status (e.g., "Pending Renewal" or "Expiring Soon").
2.3. Manual or automated entry of new contract data initiates countdown logic.
2.4. Lack of renewal confirmation by a pre-set deadline triggers escalation automation.
2.5. Automatable user action or status change detected via API/webhook.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder/Flow automation with "Contract End Date" as trigger; configure Email Alerts and Chatter notifications.
3.2. Microsoft Power Automate
• Feature/Setting: Create recurring flows using "When a row is modified" (Dataverse or SharePoint connector) linked to contract databases.
3.3. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; HTTP automation for sending SMS to customers before contract expiry.
3.4. SendGrid
• Feature/Setting: Automated email notification via Marketing Campaigns API, triggered by contract end date field.
3.5. Google Calendar
• Feature/Setting: Automate event creation using Calendar API; set reminders based on contract data feed automation.
3.6. Zoho CRM
• Feature/Setting: Workflow automation for contract module, schedule date-based email and SMS reminders.
3.7. HubSpot
• Feature/Setting: Automated workflow with "Deal/Contract close date" trigger to send emails and agent tasks.
3.8. SAP ERP
• Feature/Setting: Configure SAP Business Workflow; trigger message/email on contract renewal threshold using SAP Connectors.
3.9. Slack
• Feature/Setting: Automator bot configured via Slack API to alert internal teams in channels when a renewal is imminent.
3.10. Mailgun
• Feature/Setting: Schedule automated transactional email reminders via the Mailgun API on relevant dates.
3.11. Outlook/Exchange
• Feature/Setting: Power Automate for automated calendar invites and reminders sent to relevant users.
3.12. DocuSign
• Feature/Setting: Automated workflow reminders for expiring documents using DocuSign Connect and notification templates.
3.13. Monday.com
• Feature/Setting: Date-triggered automations to send emails or move items when contracts due for renewal.
3.14. Asana
• Feature/Setting: Rule-based automator creates tasks or notifies users as contract deadlines approach.
3.15. Oracle NetSuite
• Feature/Setting: SuiteFlow automation with reminders for Contract Renewal records.
3.16. Airtable
• Feature/Setting: Automations for scheduled emails when contract renewal dates in records are reached.
3.17. Trello
• Feature/Setting: Butler automation to add due-date reminders or move cards as expiry nears.
3.18. Freshworks CRM
• Feature/Setting: Workflow automation to trigger email/SMS from the Contracts module.
3.19. Pipedrive
• Feature/Setting: Automated workflow sends notifications when the "Contract End Date" field triggers.
3.20. Google Sheets
• Feature/Setting: Apps Script triggers automate email/sms when expiry detected in a cell/row.
3.21. AWS Lambda
• Feature/Setting: EventBridge triggers Lambda to process reminders as contracts near expiry; integrates with other comms channels.
3.22. Intercom
• Feature/Setting: Automated messages using Operator/Custom Bots sent to users as renewal dates approach.

Benefits

4.1. Automates the entire reminder process, reducing manual oversight and administrative labor.
4.2. Automates cross-channel communication so stakeholders and customers receive timely alerts.
4.3. Automation minimizes risk of missed renewals, reducing financial/reputational cost.
4.4. Automated escalation ensures urgent follow-ups if contract is not renewed in time.
4.5. Automating contract lifecycle tasks improves compliance and operational efficiency for boiler manufacturers.