Purpose
1. Automate proactive notifications to remind account managers, sales teams, or customers about upcoming gas cylinder contract renewals, ensuring no missed business opportunities or compliance lapses.
2. Enable automated scheduling of renewal discussions, document processing, and negotiations, freeing up staff time for more strategic tasks.
3. Maintain customer retention and satisfaction by automating timely, reliable alerts via multiple channels, reducing manual tracking errors and administrative overhead.
4. Support compliance needs by automating alert documentation for audit trails, protecting both supplier and client from unexpected lapses.
Trigger Conditions
1. Automating alerts when contract expiration/renewal dates approach predefined thresholds (e.g., 30, 14, 7 days prior).
2. Contract status change (from "active" to "expiring soon").
3. Detection of lack of response/renewal commitment after initial automated notification.
4. Automated batch triggers for multiple contracts renewing within similar timeframes, with escalation settings automatedly applied.
Platform variants
1 Salesforce
- Feature/Setting: Workflow Rules or Process Builder → Automate "Contract End Date" triggers, configure with Flow Builder for alert tasks and email automations.
2 Microsoft Power Automate
- Feature/Setting: Scheduled flow → Automator checks SharePoint or Dynamics 365 for contracts expiring; automates notification via Outlook or Teams.
3 HubSpot
- Feature/Setting: Workflows → Automate contact-based workflow with “Contract Date” property, set automated email/SMS alert actions.
4 Zoho CRM
- Feature/Setting: Blueprint and Workflow Automation → Configure scheduled workflows to automatically send email/SMS/Slack notifications near contract expiry.
5 Pipedrive
- Feature/Setting: Automations → Use "Deal Close Date” as a trigger for automated alerts through integrated mail/SMS platforms.
6 Monday.com
- Feature/Setting: Automations Center → Automate timeline-based triggers to automatically notify contract owners with emails or mobile push.
7 Slack
- Feature/Setting: Scheduled reminders API → Automate reminder bots or pre-scheduled messages to assigned users or specific channels.
8 Twilio
- Feature/Setting: Programmable Messaging API → Automate contract renewal SMS to customer numbers when a date threshold is met.
9 SendGrid
- Feature/Setting: Email API → Configure automated transactional email notifications to customers or account owners regarding upcoming renewals.
10 Google Calendar
- Feature/Setting: Calendar API → Automate event creation or reminders on calendar to alert sales team of pending renewals.
11 Mailchimp
- Feature/Setting: Customer Journeys → Automate email series based on renewal date fields, configuring automation paths.
12 Asana
- Feature/Setting: Rules → Task creation automated for contract renewals; assigned alerts sent via Asana inbox or email.
13 Outlook/Exchange
- Feature/Setting: Rules & Alerts or Power Automate integration → Automated emails flagged for contracts nearing expiration, recipient and frequency configurable.
14 Freshworks CRM
- Feature/Setting: Journey Workflows → Automate timeline-based alerts and tasks for account managers.
15 Airtable
- Feature/Setting: Automations → Automated scripts/fire trigger when renewal field meets condition; notification sent via integrated email/SMS.
16 Smartsheet
- Feature/Setting: Automated Alerts → Date-based automation sends emails or Slack messages as renewal deadlines approach.
17 DocuSign
- Feature/Setting: Agreement Lifecycle Manager → Automated alerts when contracts under its management near the expiry period.
18 SAP SuccessFactors
- Feature/Setting: Intelligent Services Center → Workflow automation on contract renewal date fields, sending actions or alerts accordingly.
19 BambooHR
- Feature/Setting: Automations → Automated reporting for contract-based resources, triggering alerts to managers prior to expiry.
20 Trello
- Feature/Setting: Butler Automation → Automate date-based card movements and renewal reminders via comments or team member notifications.
21 Intercom
- Feature/Setting: Series Automations → Automated in-app messages or emails sent out before contract expiry.
22 ClickUp
- Feature/Setting: Automation → Automatically create renewal tasks and send notifications when custom contract fields hit preset dates.
Benefits
1. Automates repetitive renewal reminders, preventing manual oversight and supporting high-volume contract environments.
2. Ensures automated, multi-channel delivery of alerts, reducing risk of missed renewals and lost revenue.
3. Automating alert workflows allows easier compliance tracking and improved customer experience.
4. Optimizes staff productivity by minimizing manual checks; automating renewal management supports scalability.
5. Automatable integration with CRM and communication platforms centralizes contract lifecycle visibility.
Customer Relationship Management