A sales order is approaching expiration
A sales order is approaching expiration fires when a sales order is within a configured number of days of its expiration date. Use this trigger to automate expiration reminders, prompt a sales rep to follow up, or send the customer a nudge to review and accept the order before it lapses.
Configure the number of days before expiration that should trigger the workflow to match your sales cadence.
Trigger scope
This trigger operates at the account scope. Account and contact actions are available downstream.
How it works
- A sales order has an expiration date set and is approaching that date within the configured window.
- The automation evaluates any trigger conditions you've configured.
- If conditions are met, the workflow starts with the account and order data in context.
- Downstream steps can use Add dynamic content to reference order fields, expiration date, and account details.
Available data
Standard account fields and sales order fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Order name | The name or title of the sales order |
| Expiration date | The date the order is set to expire |
| Order value | The total value of the sales order |
| Order status | The current status of the order |
| Account name | The account the order is associated with |
Tips
- Set the expiration window to 3–7 days before the deadline to give customers enough time to respond before the order lapses.
- Chain multiple automations with different windows (e.g., 7 days and 1 day) for a two-touch reminder sequence.