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Send renewal reminder emails for expiring IT subscriptions

Automatically run daily renewal checks across Schedule by Zapier, Formatter by Zapier, Zapier Tables, Filter by Zapier, and Email by Zapier. Send renewal reminder emails when daily schedule runs, renewal window starts, or seven day due dates hitβ€”so you can find expiring subscriptions, send owner summaries, and follow up without manual renewal follow-up.

How this automation protects renewal follow-up

When the Every Day trigger at 8:00 AM fires, renewal reminders can get missed and owners may not respond in time. This automation calculates target renewal dates and sends email summariesβ€”so your team can respond to expiring IT subscriptions without manual follow-up.

  1. 1.Schedules daily renewal checks

    Integrate Schedule by Zapier to calculate the check date from the daily 8:00 AM schedule and trigger the renewal lookup.

    Schedule by Zapieror swap with your favorite app
  2. 2.Calculates target date for renewals

    Integrate Formatter by Zapier to add seven days to the trigger date and output a target_date for the email summary.

    Formatter by Zapieror swap with your favorite app
  3. 3.Finds subscriptions renewing on target_date

    Integrate Zapier Tables and reporting tools to search the subscriptions table for renewal date equals target_date and return matching rows.

    Zapier Tablesor swap with your favorite app
  4. 4.Filters to matching renewal records

    Integrate Filter by Zapier to continue only when matching records are found so the workflow emails the right recipients.

    Filter by Zapieror swap with your favorite app
  5. 5.Sends renewal reminder email summary

    Integrate Email by Zapier and email templates to send outbound messages to configured recipients with renewal due details automatically.

    Email by Zapieror swap with your favorite app

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Lyft
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Canva
Sysco
LA Clippers
Getaround
Grammarly
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Lululemon
Barry's
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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Step 1

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  2. Step 2

    Define the trigger

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  3. Step 3

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