1.Creates tasks from new purchase activity
Integrate Close and activity tracking to detect configured purchase activity and start the renewal task workflow.
Create upsell and renewal tasks from purchase activity
Automatically monitor close purchase activity on your configured activity type across close. Create and update when purchase activity is logged, purchase activity is updated, or purchase activity matches the configured typeβso you can create upsell tasks, set renewal due dates, and assign task owners without manual follow-up.
How this automation accelerates your renewal follow-up
When purchase activity is created, renewal work can stall and deadlines can be missed. This automation formats activity dates and calculates term and due dates in close tasksβso your team can act fast on upsell and renewal timing.
Closeor swap with your favorite app
2.Formats activity start date
Integrate Formatter by Zapier, date formatting tools, and mapping logic to format activity create date into a consistent start date.
Formatter by Zapieror swap with your favorite app
3.Calculates term and midpoint dates
Integrate Code by Zapier, date math logic, and term rules to calculate term end and midpoint dates from months.
Code by Zapieror swap with your favorite app
4.Routes short and long term logic
Integrate Paths by Zapier, branching rules, and months thresholds to send events to the short-term or long-term due date path.
Paths by Zapieror swap with your favorite app
5.Creates upsell and renewal tasks
Integrate Close and task management to create renewal and upsell tasks with path-specific due dates and owner assignment.
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Protect renewals with automated reminder scheduling, owner alerts, and follow-up tasks
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