1.Runs weekly MMM refresh schedule
Integrate scheduling tools to find customers due for MMM refresh on the configured weekly cadence.
Create weekly MMM refresh task and reminders for customers
Automatically monitor weekly customer eligibility for an MMM refresh across Notion and your task systems. Create refresh tasks and send reminders via Slack when configuredβso customers get timely outreach without manual scheduling.
How this automation schedules MMM refresh reminders
When weekly refresh work sits unassigned, customers miss the right moment and outreach slips. This automation runs a scheduled scan, queries Notion, loops results, looks up projects, and sends Slack reminders while creating Linear tasksβso your team stays on cadence.
Schedule by Zapieror swap with your favorite app
2.Converts date to target week
Integrate Formatter by Zapier and date transformation tools to derive the target month and week labels.
Formatter by Zapieror swap with your favorite app
3.Queries pages by target week
Integrate Notion and database lookup tools to find pages for the computed target week and pull reminder settings.
Notionor swap with your favorite app
4.Iterates reminder eligible results
Integrate Looping by Zapier and workflow iteration tools to loop through each matched customer record.
Looping by Zapieror swap with your favorite app
5.Looks up project mapping
Integrate Zapier Tables and record lookup tools to map customer Name to a configured project id.
Zapier Tablesor swap with your favorite app
6.Sends reminder message in Slack
Integrate Slack and team chat tools to send the reminder message when Send Reminder is true.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Stripe, PardotSwap with your favorite apps.
Add canceled subs to re-engagement prospect list now
Your canceled subscriptions aren't added to a re-engagement list, leaving customer success without a prioritized queue. The list enables targeted outreach to recover revenue within days.
- Apps: Webhooks by Zapier, Formatter by Zapier, SlackSwap with your favorite apps.
Alert advisors instantly when a customer uses budget tool
Your budget tool submissions lack consistent advisor alerts, so customer intent goes unaddressed and follow-ups lag. Advisors get contextual alerts for each submission to enable same-day outreach.
- Apps: Autotask, Zapier Tables, Filter by Zapier, Email by ZapierSwap with your favorite apps.
Alert and log non-responsive customer accounts for CS
Your customer records marked non-responsive create gaps in follow-up and obscure at-risk accounts for customer success. The workflow alerts CS staff and logs the account so outreach can begin same day.
- Apps: Sub-Zap by Zapier, Code by Zapier, Looping by Zapier, Google SheetsSwap with your favorite apps.
Create 3-month follow-up rows for new first-order customers
Your first-order records miss scheduled touchpoints, causing retention outreach to slip. You get prefilled follow-up rows so coordinators run three-month outreach on schedule.
- Apps: PostHog, Vitally, Code by Zapier, Zapier Tables, SlackSwap with your favorite apps.
Create churn alert and record for canceled customers
Your churn survey responses come unstructured, leaving revenue and support unsure who needs immediate outreach. Get concise alerts and a single record so teams act on churn within minutes.
- Apps: Salesforce, Formatter by Zapier, SlackSwap with your favorite apps.
Create churn alert messages with account context for owners
Your opportunities flagged for termination lack owner context and revenue detail, delaying retention work. Get a concise alert with account context and top metrics so teams can act within minutes.
- Apps: Webhooks by Zapier, Salesforce, Filter by Zapier, Formatter by ZapierSwap with your favorite apps.
Create CSM tasks from inactivity alerts and set due dates
Your usage alerts arrive without assigned owners, leaving at-risk customers uncontacted and increasing churn exposure. CSMs get prioritized tasks with due dates so they can follow up within three days.
- Apps: Custify, Filter by Zapier, Google SheetsSwap with your favorite apps.
Create no-show follow-up row for premium customer accounts
Your missed session playbook hits leave CSMs without a warm contact list for follow-up. The flow adds each customer to a support spreadsheet so you can schedule outreach same day.
- Apps: HubSpot, Zapier Tables, Code by Zapier, Sub-Zap by Zapier, AsanaSwap with your favorite apps.
Create nurture tasks and timed follow-ups for activations
Your customers entering activation miss timely outreach, leaving onboarding and local follow-up inconsistent. Create scheduled tasks and staged messages for CSMs so outreach happens same day.
- Apps: Zapier Forms, Formatter by Zapier, Zapier Tables, AI by Zapier, ClickUp, SlackSwap with your favorite apps.
Create retention task and notify CS operations team
Your retention form submissions arrive without structured triage, leaving CSMs with missing context and slower outreach. It creates an assigned case task and alerts channels so work begins same day.
- Apps: Schedule by Zapier, Formatter by Zapier, Webhooks by Zapier, Looping by Zapier, Filter by Zapier, HubSpotSwap with your favorite apps.
Create retention tickets and notify members by SMS
Your members near renewal often lack retention tickets, leaving CS reps unprepared for retention outreach. Get prioritized tickets created and members texted so your CS team can act before renewal.
- Apps: Webhooks by Zapier, Code by Zapier, Looping by Zapier, FrontSwap with your favorite apps.
Create upgrade outreach draft when customer quota reached
Quota hits for AI-suggested replies stop reps from generating recommendations, slowing responses and aging tickets. Drafts upgrade messages so success reps can contact affected accounts same day.
- View all
Explore all proactive customer outreach automations
Strengthen customer relationships with automated renewal prompts, risk alerts, and outreach assignments
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.