1.Calculate renewal date window
Integrate Formatter by Zapier and workflow automations to calculate the date range to fetch renewals from your subscriptions.
When the daily run finds subscriptions in the renewal window, missed updates can lead to untargeted outreach. This automation calculates a date window, fetches subscription data, filters annual intervals, and adds matching emails to a pre-renewal listβso your team can reach customers at the right time.
Integrate Formatter by Zapier and workflow automations to calculate the date range to fetch renewals from your subscriptions.
Integrate Webhooks by Zapier and JSON tools to GET subscription data for the date window and parse customer email and interval.
Integrate Looping by Zapier and data mapping tools to iterate each subscription record for email and interval checks.
Integrate Filter by Zapier and data filters to continue only when the interval matches annual plans.
Integrate Klaviyo and audience tools to find an existing profile by email or create a new subscriber profile.
Integrate Klaviyo and email list tools to add the matched subscriber to your configured pre-renewal list.
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Step 1
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Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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