Automation library · Customer support

Automate B2B SaaS renewal risk management with CRM

Started by a clock, and works across Gmail, HubSpot, Jira, Pipedrive and five others. 30 steps, 1 branch, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large

Download free
30 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
1Loop or waits
9Services it connects to

The flow

Starts it 1Logic 10Service 19

The steps in the order they run, from what starts it.

  1. 1daily triggerSchedule triggerStarts it
  2. 2Init config & thresholdsSetLogic
  3. 3Fetch subscriptions expiring in J+30PostgresService
  4. 4Process subscriptions in batchesSplit In BatchesLogic
  5. 5Data personalisationNo OpLogic
  6. 6HubSpot – Get engagement historyHubspotService
  7. 7Salesforce – Get account detailsSalesforceService
  8. 8Pipedrive – Get deal activitiesPipedriveService
  9. 9Pipedrive – Get deal productsPipedriveService
  10. 10Analytics API – Feature usageHttp RequestService
  11. 11analytivcsHttp RequestService
  12. 12Get data related to an organizationZendeskService
  13. 13Data mergeMergeLogic
  14. 14Scoring API – CallHttp RequestService
  15. 15Engagement callHttp RequestService
  16. 16Normalize scoring responseSetLogic
  17. 17Compute churn score & levelSetLogic
  18. 18Route by churn risk (HIGH / MEDIUM / LOW)SwitchLogic
  19. 19Trello Create HIGH risk cardTrelloService
  20. 20Trello Create MEDIUM risk card1TrelloService
  21. 21Email – LOW infoGmailService
  22. 22jira ticketJiraService
  23. 23Email – CSM/ AM MEDIUMGmailService
  24. 24Prepare log payloadSetLogic
  25. 25Slack notificationSlackService
  26. 26prepare daily summaryPostgresService
  27. 27Email – CSM/AM HIGHGmailService
  28. 28Build summary lineSetLogic
  29. 29Build daily summaryAggregateLogic
  30. 30Reporting emailGmailService

How it's built

Starts on
A clock
Steps
30, with 1 branch, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, HubSpot, Jira, Pipedrive, Postgres, Salesforce, Slack, Trello, Zendesk
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, HubSpot, Jira, Pipedrive, Postgres, Salesforce, Slack, Trello and Zendesk accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 30 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 30 steps before you point it at anything that matters.