Setting up quote reminders in AroFlo based on expiry date

Hey ​@RikkiST 

If you’re using Zapier, the simplest approach is:

1. Trigger on New or Updated Quote in AroFlo.

2. Add a Delay Until step and map it to the Quote Expiry Date (or a date before it if you want a reminder ahead of expiry).

3. After the delay, add a step to send your reminder, email, SMS, task creation, etc.

4. Add a filter before the reminder step to make sure the quote is still not accepted, so you don’t remind people unnecessarily.

The key is the Delay Until step. That lets Zapier “hold” the quote until the expiry date, then continue the workflow automatically.

If you want multiple reminders, for example 7 days before and on the expiry date, you can either use separate Zaps or add additional Delay steps with calculated dates.

If you’re doing this fully inside AroFlo, you’d be looking at Event Messages. But in Zapier, Delay Until is usually the cleanest way to base reminders on a specific date field.

Dr. Tanvi Sachar
Monday Certified Partner, Monday Wizard

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

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