Reminders/alerts for expiring contracts or lease renewals

Purpose

1.1. Automate reminders and alerts for impending contract expirations or lease renewals to streamline sales and property management in memorial estates.
1.2. Ensure no critical lease contract is missed by automating notifications across digital channels to stakeholders, clients, and management teams.
1.3. Automatedly reduce administrative workload by enabling automation of routine reminders, supporting business continuity in the memorial properties sector.
1.4. Centralize all contract dates and automate escalation of unresolved expiries to mitigate risk and foster compliance.

Trigger Conditions

2.1. Contract or lease approaching expiry based on preset days (e.g., 90-60-30-7-1 day reminders) is detected by the automator.
2.2. New lease or contract is entered, triggering automated scheduling of reminders.
2.3. Absence of renewal action within X days of notification automates escalation alerts to higher management.
2.4. API endpoint receives status update regarding contract lifecycle, triggering the next automation sequence.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate triggering SMS alerts via Messaging API with lease expiry date variables and client numbers.
• Example: Set automation flow to invoke POST /Messages endpoint with dynamic parameters.
3.2. SendGrid
• Feature/Setting: Automate email reminders using Mail Send API; configure scheduled triggers for key dates.
• Example: Automatedly POST to /mail/send with contract metadata.
3.3. Slack
• Feature/Setting: Automate contract alerts to specific channels through Incoming Webhooks; pass contract name and expiry.
• Example: Configure webhook for #property-alerts, automate payloads.
3.4. Microsoft Teams
• Feature/Setting: Automate sending adaptive card reminders via Teams Bot; schedule through Graph API.
• Example: Automate POST /chats/{chat-id}/messages.
3.5. Google Calendar
• Feature/Setting: Automate creation of deadline events and reminders via Calendar API with contract data.
• Example: Automator inserts event on /calendars/{calendarId}/events.
3.6. Outlook/Office365
• Feature/Setting: Automate new calendar events, email reminders for expiries via Graph API.
• Example: POST /me/events with expiry metadata.
3.7. Zapier
• Feature/Setting: Automates flow between CRM, email, and SMS by configuring "Contract Date" triggers and "Send Alert" actions.
• Example: Use “Schedule” and “SMS/Email” integrations.
3.8. Salesforce
• Feature/Setting: Automator sets up workflow rules to trigger email/SMS reminders for Opportunity close dates.
• Example: Configure automation in Process Builder or Flow.
3.9. HubSpot
• Feature/Setting: Automate workflows for lease-involved contacts with scheduled automated reminders.
• Example: Use Workflow tool, set “Lease Expiry Date” as trigger.
3.10. Monday.com
• Feature/Setting: Automate contract date notifications via Automatic Reminders in board automations.
• Example: Set up “When date arrives, notify someone” automation.
3.11. Trello
• Feature/Setting: Automate board due-date notifications with Butler rules for contract card expiry.
• Example: Automate trigger “when a due date is approaching…”
3.12. Asana
• Feature/Setting: Automate reminders using Rules and “Due Date Approaching” triggers.
• Example: Configure automated notifications for lease tasks.
3.13. Google Sheets
• Feature/Setting: Automate date-based triggers with Google Apps Script to send email or SMS alerts.
• Example: Automate time-driven trigger plus MailApp/3rd-party SMS.
3.14. Airtable
• Feature/Setting: Automator sets automations for approaching expiry with scheduled Slack/Email actions.
• Example: "When record meets conditions, send email."
3.15. DocuSign
• Feature/Setting: Automate contract envelope lifecycle events to trigger reminders with Connect API.
• Example: Monitor “Envelope Sent/Completed” events.
3.16. Notion
• Feature/Setting: Automate notification feature on contract databases with integration services for reminders.
• Example: Use database filters and automation API.
3.17. Pipedrive
• Feature/Setting: Automate deals/activities closure reminders through automated workflows.
• Example: Set activity-based trigger for contract records.
3.18. ClickSend
• Feature/Setting: Automatedly send SMS/email reminders using API with webhook-based triggers.
• Example: Configure POST /v3/sms/send with dynamic contract info.
3.19. Freshdesk
• Feature/Setting: Automate ticket creation assigned to renewal team when contracts approach expiry.
• Example: Workflow automator to trigger “New Renewal Ticket.”
3.20. Mailgun
• Feature/Setting: Automate personalized renewal email reminders with Templates API.
• Example: POST to /messages with lease expiry trigger logic.

Benefits

4.1. Automates risk reduction by providing timely alerts and minimizing contract lapses.
4.2. Reduces manual effort through automated notifications, freeing up staff for higher-value work.
4.3. Automating reminders ensures consistent client/stakeholder engagement, boosting retention.
4.4. The automator supports compliance management with reliable, auditable reminder trails.
4.5. Multi-channel automation increases certainty that no expiring contract or lease in the memorial estate industry is overlooked.