Outcome. When a renewal carries a price increase, the deal owner gets a task to tell the customer well before the renewal date, instead of the increase showing up as a surprise on the invoice.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-035
flowchart TD
A[Renewal deal, Price Increase Percent > 0, Close Date within 45 days] --> B[Set Price Increase Notified = true]
B --> C[Create task: notify customer]
C --> D[Notify deal owner]
When to use it, when not to
- UseUse it whenever a
Price Increase Percentvalue is set on a renewal deal, so the customer conversation happens with enough lead time. - UseUse it as an internal task generator, not a customer-facing auto-email; a price increase deserves a human message, not a templated blast. See Variants for a templated-email option if your team has standardized the wording.
- SkipDo not use it on renewal deals with no price change; the enrollment
criteria already excludes those, but confirm
Price Increase Percentdefaults to blank or zero rather than being left unset by accident on flat renewals. - SkipDo not use it as the only communication channel for a large increase on a strategic account; pair it with a manual executive-level heads-up for accounts above a size threshold your team defines.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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