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Contract Renewal Notification

Each month the bot will send contract renewal notification via email.

Function:

Accounts Receivable

Steps

  1. Login to CRM, Accounting, ERP or other system.
  2. Get list of customers with contract renewal date 90 days from today.
  3. Send 90 day email and update system with note.
  4. Get list of customers with contract renewal date 60 days from today.
  5. Send 60 day email and update system with note.
  6. Get list of customers with contract renewal date 30 days from today.
  7. Send 30 day email and update system with note.
  8. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

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