Monitor contract renewal risk with HubSpot, Asana, Slack, and Gmail
Ready for 3.0What this workflow does
This workflow has 10 nodes and runs on a schedule (every day at 08:00). Along the way it connects Asana, Slack and Gmail. It also calls api.hubapi.com over HTTP.
How it runs
Trigger: On a schedule (every day at 08:00).
- Fetch Active Contracts (HTTP Request): calls api.hubapi.com (POST)
- Filter Upcoming Renewals (Code): runs custom JavaScript code
- Score Renewal Risk (Code): runs custom JavaScript code
- Is At Risk (If): checks a condition and branches into true / false
- Classify Risk Tier (Edit Fields (Set)): sets 4 fields: riskTier, riskFlag, taskDueDate…
- Create Renewal Task (Asana): uses Asana
- Log CRM Note (HTTP Request): calls api.hubapi.com (POST)
- Slack: uses Slack
- Email AM Digest (Gmail): uses Gmail
Services it uses
HTTP calls to: api.hubapi.com
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Edit Fields (Set)
n8n-nodes-base.set - Asana
n8n-nodes-base.asana - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail
From the author
Quick Overview This workflow runs daily to pull closed-won HubSpot deals with upcoming renewal dates, scores each contract for renewal risk based on usage and engagement fields, and alerts the team by creating an Asana task, logging a HubSpot note, posting to…