Client renewal reminders — ahead of time

The scenario finds expiring contracts daily, emails the client a reminder, pings the team, and keeps a report.

  • Expiring contracts found automatically
  • Client gets an email, team gets a ping
  • A renewals report kept automatically
  • No renewal falls through the cracks
Set it up for yourselfScriptera

How it works

To get Action Network notifications in Gmail, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Schedule Daily at 9 AM
  2. Then: Fetch Contacts from GoHighLevel
  3. Check: Check Has Custom Fields
  4. If yes: Filter Renewals Code
  5. Check: Verify Expiring Within 10 Days
  6. Then: Send Renewal Email via Gmail
  7. Check: Merge Email and Slack Results
  8. Then: Generate Summary Report
  9. Then: Log Results to Google Sheets
  10. Then: Send Slack Alert to Team

You can launch this Action Network + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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