1.Monitors renewal payload data
Integrate Webhooks by Zapier and mapping tools to receive the renewal payload and extract the subscription identifier and renewal date.
Create renewal deals and checklist from subscription webhook
Automatically capture subscription renewal payloads across Webhooks by Zapier, Zoho Billing, Zoho CRM, Process Street, and Microsoft Office 365. Create and update when subscription renewal payload arrives, renewal date is extracted, or subscription identifier is captured—so you can create renewal deals, build accounting checklists, and notify billing contacts without manual follow-up.
How this automation accelerates renewal billing handoffs
When subscription renewal webhooks arrive, delays can break billing timelines and stall handoffs. This automation routes renewal data into Zoho Billing and Zoho CRM, creates reconciliation checklists in Process Street, and sends renewal notices from Microsoft Office 365—so your team can act faster.
Webhooks by Zapieror swap with your favorite app
2.Matches billing customer to renewal
Integrate Zoho Billing and customer lookup tools to find the billing customer by subscription identifier and return billing contact info.
Zoho Billingor swap with your favorite app
3.Creates renewal deal in CRM
Integrate Zoho CRM and CRM record tools to find or create the account and create a renewal deal with mapped fields.
Zoho CRMor swap with your favorite app
4.Builds accounting checklist
Integrate Process Street and checklist templates to create a renewal reconciliation checklist from the deal data and amounts.
Process Streetor swap with your favorite app
5.Sends renewal email notices
Integrate Microsoft Office 365 and email templates to send the renewal notice to billing contacts and include deal and checklist links.
Microsoft Office 365or swap with your favorite app
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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