1.Looks up contact and deal
Integrate Zendesk Sell and contact fields to look up the associated contact and deal to centralize contact details.
Send reminders for unsigned mandate documents to clients
Automatically monitor deals entering the documents reminder stage across Zendesk Sell and messaging tools. Create and update contacts, normalize phone numbers, and send templated reminder messages when deals reach the reminder stage, stay in the configured stage, or re-enter the reminder stageβso you can confirm eligibility, validate recipients, and deliver reminders without manual follow-up.
How this automation accelerates your reminder follow-up
When deals enter the documents reminder stage and unsigned mandates stall, reminders get delayed and work piles up. This automation looks up deal contact details, waits for the follow-up window, verifies the deal still qualifies, formats the phone number, and sends the templated messageβso your team can follow up consistently.
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2.Waits for the follow-up window
Integrate Delay by Zapier and timing workflows to pause for the configured follow-up window to trigger the next check.
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3.Confirms the deal stays in stage
Integrate Filter by Zapier and Zendesk Sell to fetch the deal again and continue only when it remains in stage.
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4.Normalizes the phone number
Integrate Formatter by Zapier and phone validation to format and validate the contact mobile into a consistent phone format.
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5.Sends templated reminder message
Integrate Wati and messaging templates to add or update the contact and send the configured reminder message.
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Close contracts faster with automated signature routing, record updates, and execution alerts
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