1.Catch incoming renewal payload
Integrate Webhooks by Zapier to capture renewal payload data and trigger downstream matching to locate renewal accounts.
Notify TAMs and create tasks for upcoming premium renewals
Automatically monitor incoming renewal payloads across Webhooks by Zapier and Sales tools. Create and update tasks and DM TAMs when renewal payloads include imminent premium expirations or renewal dates shift or premium support lapses—so you can route outreach, set renewal tasks, and brief TAMs without manual follow-up.
How this automation protects your renewal outreach
When incoming renewal payloads arrive, renewal outreach can get delayed and tasks stay unassigned. This automation finds renewal accounts and normalizes context, creates ClickUp tasks and sends TAM DMs—so your team can act before subscriptions end.
Webhooks by Zapieror swap with your favorite app
2.Find record from configuration
Integrate Zapier Tables to look up task and query mappings to align webhook inputs with lookup keys.
Zapier Tablesor swap with your favorite app
3.Find records by renewal query
Integrate Salesforce to run the fetched query to return accounts approaching renewal based on the webhook identifier.
Salesforceor swap with your favorite app
4.Normalize ARR and renewal dates
Integrate Formatter by Zapier to format ARR and subscription end dates to extract task linking fields.
Formatter by Zapieror swap with your favorite app
5.Create or update ClickUp task
Integrate ClickUp to create or update tasks to store account name, ARR, and subscription end details for outreach.
ClickUpor swap with your favorite app
6.Send direct message to TAM
Integrate Slack to DM the assigned TAM with the ClickUp task link and context to notify outreach timing.
Slackor 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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Step 1
Connect your tools
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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.
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