1.Monitors due policy rows
Integrate PostgreSQL and database query tools to detect claim deadline rows to start reminder processing.
Send 21‑day claim reminder to landlords and agents
Automatically monitor claim deadline signals from PostgreSQL across PostgreSQL and Campaign Monitor. Send Smart Transactional Email reminders when 21-day window is reached, no claim exists yet, or recipient emails are present—so you can reduce missed cutoffs, notify the right parties, and avoid manual follow-up.
How this automation protects claim cutoffs
When claim deadlines near the 21-day window, delays can cost teams the 28-day cutoff. This automation runs a timed database query and sends smart transactional reminders with delivery logs—so your team can act before misses happen.
PostgreSQLor swap with your favorite app
2.Runs custom deadline query
Integrate PostgreSQL and mapping tools to map query columns to variables to prepare email details.
3.Filters qualifying reminders
Integrate Filter by Zapier and data validation to continue only qualifying records to avoid duplicate claims.
Filter by Zapieror swap with your favorite app
4.Sends Smart Transactional Email
Integrate Campaign Monitor and email templating to send reminders to recipients to notify deadlines immediately.
Campaign Monitoror swap with your favorite app
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