1.Runs weekly on schedule
Integrate Schedule by Zapier to trigger the renewal process on your configured day and time.
When the weekly schedule fires, renewals can be missed and duplicates can stack up in spreadsheets. This automation reads contract rows and formats and filters eligibles, sends SMS reminders and writes notified auditsβso you can respond with confidence.
Integrate Schedule by Zapier to trigger the renewal process on your configured day and time.
Integrate Google Sheets and reporting systems to load contract reference, phone, expiration date, and row ID.
Integrate Looping by Zapier and workflow iteration tools to process each returned row independently.
Integrate Formatter by Zapier and date tools to convert Expiration Date into a formatted ISO date for comparison.
Integrate Filter by Zapier and validation tools to continue only qualifying records and skip missing phones.
Integrate Twilio and messaging templates to send the renewal SMS using Phone, contract reference, and customer name.
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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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