🔔 New Trigger: Upcoming Renewals & Subscriptions (7-Day Notice)

We’ve added a powerful new automation trigger in GoCSM — now you can take action before a customer’s subscription renews.

🧩 Stripe Integration Required

🆕 What’s New

🛎️ Upcoming Renewals and Subscriptions Trigger

You can now build workflows triggered 7 days before a customer's:

• Subscription Renewal

• Upcoming New Subscription

Perfect for sending proactive reminders, tagging contacts, or notifying your success team.

📲 In-App Notifications

You will now be notified inside GoCSM when any of your customers have an upcoming renewal — helping your team stay ahead of payment cycles without manually checking.

✉️ Prebuilt Customer Reminder Workflow

Want to notify your customers directly?
A pre-made Customer Touch email workflow is available and ready to activate.

Just go to:

Automations > Customer Touch > E. Financial Management > 1. Payments > 5. Customer Upcoming Payment | Customer Touch Workflow

Enable it to start sending friendly reminders to your customers automatically.

📊 Revenue Dashboard Sync

A system automation also updates the Next Payment Date custom field so you can see this data visualized under:

📅 Upcoming Payments Next Week

💡 Use Cases

• 💬 Send timely renewal reminders to customers

• 🧠 Trigger internal follow-ups or tasks for your team

• 📈 Forecast cash flow and payment activity in advance

Now live under:
GoCSM Workflow Builder > Triggers > Upcoming Renewals and Subscriptions

Need help enabling the Customer Touch flow or setting up this trigger? Join a support session or visit help.gocsm.com.