1.Detect new opportunity record
Integrate Salesforce and CRM fields to detect new Opportunity records and trigger the renewal reminder flow.
Send upcoming renewal opportunity reminder to owner channel
Automatically detect new Opportunity records across Salesforce and trigger owner-specific alerts. Send channel reminders when computed renewal dates qualify, owners are identified, or messages link to the right dealβso you can protect renewals, prioritize outreach, and reduce manual follow-up without channel noise.
How this automation accelerates renewal outreach
When new Opportunity records appear in Salesforce, missed timing can lead to avoidable churn and reactive outreach. This automation computes renewal dates, filters qualifying records, finds the right owner, and posts a context-rich Slack messageβso your team can follow up at the right time.
Salesforceor swap with your favorite app
2.Computes formatted renewal date
Integrate Formatter by Zapier and date utilities to compute a renewal date and format it for contract start matching.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying renewal records
Integrate Filter by Zapier and renewal rule logic to continue only when type and renewal date alignment qualify.
Filter by Zapieror swap with your favorite app
4.Sends owner mentioned channel message
Integrate Slack and messaging templates to post to the configured team channel and mention the opportunity owner.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Webhooks by Zapier, Google CalendarSwap with your favorite apps.
Add calendar reminders for contract end dates and renewals
Your contract end webhooks lack calendar entries, leaving program managers unaware of upcoming expirations. Get all-day calendar reminders with contract context same day.
- Apps: Google Sheets, LeadConnectorSwap with your favorite apps.
Add expiring members to renewal outreach and reminders
Your expiring member sheet lacks current contact tags, delaying renewal outreach and risking churn. Add and tag those members for targeted reminders so renewals close before the next billing run.
- Apps: Schedule by Zapier, Formatter by Zapier, Zapier Tables, Looping by Zapier, CloseSwap with your favorite apps.
Add payment reminders to CRM sequences and update leads
Your payment reminders sometimes miss outreach, leaving reps without queued sequences or billing context. Get contacts enrolled and leads updated automatically before the next billing run.
- Apps: Salesforce, Salesloft, Email by ZapierSwap with your favorite apps.
Add primary contact to renewal cadence and notify owners
Opportunity renewal notices can lack a queued primary contact, leaving campaign managers without outreach context. Add the contact to a renewal cadence and update CRM so outreach starts same day.
- Apps: Pipedrive, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Add renewal contact records from approved deals daily
Your approved deals lack an anniversary contact list, leaving milestone outreach uncoordinated and phone numbers untracked. Create contact records so account managers can send milestone texts same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Paths by Zapier, Delay by Zapier, LeadConnectorSwap with your favorite apps.
Add trial purchasers to CRM and flag expirations
Your trial purchases arrive without CRM context, so outreach is delayed and renewals are missed. This adds and flags purchasers so coordinators can start renewal outreach one day before expiry.
- Apps: Schedule by Zapier, Formatter by Zapier, Google Sheets, Filter by Zapier, Looping by Zapier, SlackSwap with your favorite apps.
Alert owners about demo expirations three days early
Your demo expiry rows in the spreadsheet go unchecked and account managers miss renewal chances. Receive owner alerts to confirm access or request extensions before trial end.
- Apps: Salesforce, Filter by Zapier, SlackSwap with your favorite apps.
Create 30-day expiration task and alert deal owners
Your expiring client proposals lack owner reminders, leaving renewals and slide updates unprepared. The result is owners and executive assistants receive a task and channel alert so work starts same day.
- Apps: Brevo, Formatter by Zapier, Filter by Zapier, Zapier Tables, NotionSwap with your favorite apps.
Create 30-day follow-up tasks for expiring customer licenses
Your renewal subscribers lack a clear contact task, causing missed renewals and reactive outreach. It creates prioritized follow-up tasks so your team reaches customers one month before closure.
- Apps: Whop, Filter by Zapier, Formatter by Zapier, Google CalendarSwap with your favorite apps.
Create annual renewal reminder calendar event for account
Untracked renewal dates after payments delay outreach and reduce renewal readiness. It creates a dated calendar reminder with customer context so managers can act before renewal.
- Apps: ServiceM8, Google CalendarSwap with your favorite apps.
Create calendar reminders for quote expirations in 31 days
Your pending service quotes lack calendar reminders, so follow-ups are missed and approvals stall. Create calendar reminders to prompt brokers and operations to act on expiring quotes same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Microsoft OutlookSwap with your favorite apps.
Create contract end events and send reminders to owners
Your contract end dates often arrive without calendar entries, causing missed offboarding coordination. Events and reminders are created for owners so tasks are visible before contract expiry.
- View all
Explore all renewal reminders automations
Protect renewals with automated reminder scheduling, owner alerts, and follow-up tasks
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.