Get Reminded in Telegram Before Pipedrive Renewals Are Due
This scans Pipedrive for contracts or subscriptions renewing soon and pings Telegram ahead of time with the account and value — so renewals are proactive conversations, not last-minute scrambles.
- 1
Step 1 — Schedule the check
Add a
Schedule Trigger(daily). - 2
Step 2 — Find upcoming renewals
Add a
Pipedrivenode returning records whoserenewal_datefalls within your window (e.g. next 30 days). - 3
Step 3 — Remind Telegram
Add a
Telegramnode. SetOperationtoSend Message, enter your chat ID, and build the message from the account name, renewal date and value. Create the bot with @BotFather and add its token as a credential.
Frequently asked questions
Multiple reminder windows?
Run the check for 30/14/7-day windows, or store a "reminded" flag per record so each threshold pings once.
Can I auto-create a renewal task?
Add a step that opens a task in Pipedrive (or your PM tool) assigned to the account owner alongside the Telegram nudge.
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