1.Runs nightly renewal check
Integrate Schedule by Zapier and workflow schedulers to initiate a nightly check for renewal-ready pending customers.
When the daily 7:30 PM schedule fires, delayed follow-up can leave pending customers without a timely offer. This automation calculates renewal dates, finds qualifying rows, and sends personalized renewal SMS—so your team can extend offers fast.
Integrate Schedule by Zapier and workflow schedulers to initiate a nightly check for renewal-ready pending customers.
Integrate Formatter by Zapier and date tools to compute the search date and offer-extension expiry for SMS personalization.
Integrate Google Sheets and spreadsheet lookups to find rows matching the search date and pending status.
Integrate Looping by Zapier and data formatting to iterate results and trim and validate phone values.
Integrate SimpleTexting and messaging delivery to send an SMS with the calculated expiry date to each qualifying phone.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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