👤 Enrollment trigger
Enroll when Deal = Closed Won and Renewal Date is known.
⚙ 1. Create dealActions ▾
In the Renewal Pipeline
⚙ 2. If/then branchActions ▾
Branch on renewal-date proximity
90 days out
⚙ Set deal stageActions ▾
90-Day Renewal
END
60 days out
⚙ Set deal stageActions ▾
60-Day Renewal
END
30 days out
⚙ Set deal stageActions ▾
30-Day Renewal
📢 Notify CSActions ▾
Upcoming renewal
END