Warranty and service plan expiration alerts

Purpose

1. Ensure timely notification to aircraft owners or managers regarding approaching or surpassed warranty and service plan expiration dates.

2. Reduce risk of voided coverage due to missed renewals or expired service contracts.

3. Enhance customer loyalty through proactive after-sales engagement.

4. Support compliance by documenting notification history and audit trails.

5. Enable brokerage teams to initiate targeted upsell or renewal outreach.

6. Automate multi-channel alerting for all stakeholders: internal teams, clients, service partners.

Trigger Conditions

1. Scheduled check—daily or weekly—against warranty/service plan expiration dates in CRM or ERP.

2. Manual entry or update of warranty/plan end date initiates new countdown.

3. Receipt of manufacturer or service partner notifications via email/API feed.

4. Flag if plan status changes to "expiring within X days" or "expired."

5. Custom threshold: Alert X, Y, Z days before and after actual expiration.

Platform Variants

1. Salesforce

• Feature: Process Builder + Apex trigger.
  
• Sample Configuration: Workflow evaluates expiration_date; sends email alert and logs activity.
  

2. Microsoft Power Automate

• Feature: Automated Flow with Outlook/Teams connectors.
  
• Sample Configuration: Daily scheduled trigger; "Get rows" from Dataverse; email or Teams notification action.
  

3. HubSpot

• Feature: Workflow Automation; "Date property" triggers.
  
• Sample Configuration: Workflow triggers X days before property "Warranty Expiry Date", sends email and task.
  

4. Zapier

• Feature: Scheduled Zap with Gmail, Slack, SMS modules.
  
• Sample Configuration: Trigger checks Google Sheet for expiring warranties; sends SMS via Twilio.
  

5. Twilio

• Feature: Programmable SMS
  
• Sample Configuration: API call to send alert SMS to client mobile numbers when warranty expiry record matches criteria.
  

6. SendGrid

• Feature: Automated Email API
  
• Sample Configuration: Call mail/send API triggered by webhook from CRM when expiration date detected.
  

7. Mailgun

• Feature: Email Automation
  
• Sample Configuration: API trigger by custom backend; send templated notification emails upon approaching expiry.
  

8. Slack

• Feature: Incoming Webhooks/Bot
  
• Sample Configuration: Post alert to designated channel when expiration criteria met.
  

9. Google Calendar

• Feature: Event Creation API
  
• Sample Configuration: Automatically create calendar reminders for team members X days before expiration.
  

10. Microsoft Teams

• Feature: Adaptive Card Notification
  
• Sample Configuration: Power Automate flow sends card with details to support channel.
  

11. Monday.com

• Feature: Automation Recipes + Notification Column
  
• Sample Configuration: Set deadline reminders based on date columns, notify owner.
  

12. Smartsheet

• Feature: Automated Alerts
  
• Sample Configuration: Sheet rule checks for approaching expiration, sends email to contacts.
  

13. Oracle NetSuite

• Feature: SuiteFlow Workflow
  
• Sample Configuration: Workflow runs nightly, flags expiring plans, emails account manager.
  

14. SAP

• Feature: Business Workflow/Alerts
  
• Sample Configuration: Alert generated in SAP Work Inbox or email when service contracts nearing end.
  

15. Dynamics 365

• Feature: Power Automate / Advanced Find
  
• Sample Configuration: Scheduled record search, emails or tasks on qualifying cases.
  

16. Freshdesk

• Feature: Ticket Automation
  
• Sample Configuration: Ticket auto-created for CSM when expiry detected in custom field.
  

17. Zendesk

• Feature: Triggers + Custom Fields
  
• Sample Configuration: Trigger creates a ticket or notification if warranty expiration date is imminent.
  

18. Asana

• Feature: Rules + Due Date
  
• Sample Configuration: Rule moves task to "Urgent," notifies assignee on due date match.
  

19. Pipedrive

• Feature: Workflow Automation
  
• Sample Configuration: Notifies deal owner when custom warranty field nears expiry date.
  

20. Intercom

• Feature: Event-based Messages
  
• Sample Configuration: Sends automated message to user when system events indicate expiration.
  

21. Airtable

• Feature: Scheduled Automations
  
• Sample Configuration: Script checks expiration dates, emails addresses in related records.
  

22. ClickUp

• Feature: Automation
  
• Sample Configuration: When date custom field matches today, assign and send alert.
  

23. Jira

• Feature: Automation for Jira
  
• Sample Configuration: Create issue or comment when warranty expiration date nears.
  

Benefits

1. Eliminates manual monitoring, lowering operational overhead.

2. Guarantees compliance and coverage continuity.

3. Drives renewal and upsell opportunities.

4. Improves client satisfaction via proactive customer service.

5. Reduces liability and risk of missed deadlines.

6. Integrates with existing communication workflows, reducing user friction.

7. Ensures full audit trail for every sent alert, supporting accountability.