1.Detect new reminder list subscription
Integrate Brevo to capture new subscriber events and start the reminder checkpoint workflow for follow-up tasks.
Create two-month follow-up task for recently closed accounts
Automatically monitor new subscribers to configured reminder lists across Brevo, Notion, and Zapier Tables. Create and update follow-up tasks when checkpoint date triggers, license end date matches, or two-month window is reachedβso you can create records, clean reminder lists, and ensure coordination without manual follow-up.
How this automation creates two-month follow-up tasks
When new contacts enter a configured reminder list, delays can leave renewals uncoordinated. This automation calculates the checkpoint, filters qualifying contacts, creates Notion follow-up items, and unsubscribes themβso your team can follow up at the right moment.
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2.Calculates checkpoint date
Integrate Formatter by Zapier and date tools to calculate today minus 61 days and output an ISO checkpoint date.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying license matches
Integrate Filter by Zapier and field matching to continue only when license end date equals the checkpoint date.
Filter by Zapieror swap with your favorite app
4.Looks up instance record
Integrate Zapier Tables and lookup workflows to find the instance record by identifier and return instance details.
Zapier Tablesor swap with your favorite app
5.Creates two-month follow-up item
Integrate Notion and CRM record fields to create a database item with status and follow-up type for two-month outreach.
Notionor swap with your favorite app
6.Unsubscribes from reminder list
Integrate Brevo and list controls to unsubscribe the contact from the active reminder list after the Notion item is created.
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Protect renewals with automated reminder scheduling, owner alerts, and follow-up tasks
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