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Question

Setting up quote reminders in AroFlo based on expiry date

  • February 25, 2026
  • 2 replies
  • 23 views
R

Does anyone know how to setup quote reminders based on the quote expiry date in AroFlo?

    2 replies

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • February 25, 2026

    Hi ​@RikkiST 

    You’d have to define more logic about the reminder schedule you are trying to configure.

    e.g. Send reminder N days before.

     

    You’ll likely have to use the AroFlo API and custom Code step to fetch and filter.

    Endpoint: Get In Progress Quotes

    https://apidocs.aroflo.com/#e4fbdda7-2dc0-45ce-8c95-7cbc3daed620

     

    General concept for Zap steps:

    1. Trigger: Schedule
      1. Daily at X Time in Y time zone
    2. Action: Code (JavaScript / Python)
      1. GET API ArfFlo - Get In Progress Quotes
    3. Action: Filter
      1. Check there are Quotes to process
    4. Action: Looping - Create Loop from Line Items
      1. https://zapier.com/apps/looping/integrations#help
    5. Action: [APP] - [EVENT]
      1. UP TO YOU
        1. e.g. Gmail - Send Email

     

    If you are looking to hire help, I’m a Zapier Partner: https://zapier.com/partnerdirectory/automation-ace

     

     

    ⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
    SamB
    Community Manager
    Forum|alt.badge.img+11
    • SamBCommunity Manager
    • Community Manager
    • March 5, 2026

    Hey there ​@RikkiST 👋 

    How did you get on with the approach Troy suggested for this. Were you able to get your Zap sending out quote reminders relative to the expiry dates?

    Let us know how it went. Happy to lend a hand if you got stuck at all 🙂

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