Envío automático de recordatorios de renovación de clientes de GoHighLevel a Gmail y Slack

• •Cuenta de Google y credenciales de API de Gmail
• •Bot Token de Slack o URL de Webhook
• •Credenciales de API de Google Sheets

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  "name": "Automate Client Renewal Alerts from GoHighLevel to Gmail and Slack",
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        "content": "## 🔄 Client Retention Renewal Reminder Workflow\n\nAutomatically identifies clients with contracts expiring within 10 days and sends personalized renewal reminders.\n\n### What This Workflow Does:\n- **Runs daily at 9 AM** to check for expiring contracts\n- **Fetches all contacts** from GoHighLevel CRM\n- **Filters clients** whose contracts expire in 0-10 days\n- **Sends renewal emails** to clients via Gmail\n- **Notifies account managers** via Slack\n- **Logs all activities** to Google Sheets for tracking\n\n### Business Benefits:\n- ✅ Never miss a renewal opportunity\n- ✅ Improve client retention rates\n- ✅ Automate manual follow-up tasks\n- ✅ Track renewal campaign effectiveness\n\n### Requirements:\n- GoHighLevel account with custom fields:\n  - Contract End Date field\n  - Account Manager field\n- Gmail account for sending emails\n- Slack workspace for notifications\n- Google Sheets for logging"
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        "content": "## ⏰ Schedule Trigger Setup\n\nRuns daily at 9:00 AM server time.\n\n**Configuration:**\n- Cron: `0 9 * * *`\n- Frequency: Every day\n- Time: 9:00 AM\n\n**Why 9 AM?**\nEarly morning execution ensures:\n- Emails arrive during business hours\n- Account managers have full day to respond\n- Prevents weekend/holiday issues"
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        "content": "## 📥 Fetch Contacts from CRM\n\n**Setup Instructions:**\n1. Connect your GoHighLevel account\n2. Set limit to 50 (or adjust based on needs)\n3. Ensure API permissions include contact read access\n\n**Required Custom Fields:**\n- Contract End Date (Date field)\n- Account Manager (Text field)\n\n**Note:** Increase limit if you have more than 50 active clients"
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      "credentials": {
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        "content": "## 🔍 Validate Data Quality\n\nEnsures contacts have custom fields before processing.\n\n**Why This Matters:**\n- Prevents errors in downstream nodes\n- Filters out incomplete contact records\n- Improves workflow reliability"
      },
      "typeVersion": 1
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        "content": "## 🎯 Filter Expiring Contracts\n\n**Logic:**\n- Finds Contract End Date field\n- Calculates days until expiry\n- Filters: 0-10 days remaining\n\n**Customization:**\nChange `daysUntilExpiry <= 10` to adjust reminder window:\n- 7 days = 1 week notice\n- 14 days = 2 weeks notice\n- 30 days = 1 month notice\n\n**Important:** Update field IDs to match YOUR GoHighLevel custom fields"
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      "parameters": {
        "jsCode": "// Get current date at midnight for accurate day comparison\nconst today = new Date();\ntoday.setHours(0, 0, 0, 0);\n\n// Array to store filtered contacts\nconst filteredContacts = [];\n\n// Process each contact from input\nfor (const contact of $input.all()) {\n  const item = contact.json;\n  \n  // Check if contact has customFields\n  if (!item.customFields || !Array.isArray(item.customFields)) {\n    continue;\n  }\n  \n  // TODO: Replace with YOUR custom field ID for Contract End Date\n  const contractEndField = item.customFields.find(\n    field => field.id === 'YOUR_CONTRACT_END_DATE_FIELD_ID'\n  );\n  \n  // Skip if no contract end date exists\n  if (!contractEndField || !contractEndField.value) {\n    continue;\n  }\n  \n  // Parse contract end date (timestamp in milliseconds)\n  const contractEndDate = new Date(contractEndField.value);\n  contractEndDate.setHours(0, 0, 0, 0);\n  \n  // Calculate days until expiry\n  const daysUntilExpiry = Math.ceil(\n    (contractEndDate - today) / (1000 * 60 * 60 * 24)\n  );\n  \n  // Filter: expires within next 10 days (0-10 days)\n  if (daysUntilExpiry >= 0 && daysUntilExpiry <= 10) {\n    \n    // TODO: Replace with YOUR custom field ID for Account Manager\n    const accountManagerField = item.customFields.find(\n      field => field.id === 'YOUR_ACCOUNT_MANAGER_FIELD_ID'\n    );\n    \n    // Format the contract end date for display\n    const formattedDate = contractEndDate.toLocaleDateString('en-US', {\n      year: 'numeric',\n      month: 'long',\n      day: 'numeric'\n    });\n    \n    // Create enriched contact object\n    filteredContacts.push({\n      json: {\n        // Original contact data\n        id: item.id,\n        contactName: item.contactName,\n        firstName: item.firstName || 'N/A',\n        lastName: item.lastName || 'N/A',\n        email: item.email || 'No email on file',\n        companyName: item.companyName || 'N/A',\n        phone: item.phone,\n        \n        // Contract information\n        contractEndDate: formattedDate,\n        contractEndDateRaw: contractEndDate.toISOString(),\n        contractEndTimestamp: contractEndField.value,\n        daysUntilExpiry: daysUntilExpiry,\n        \n        // Account manager info\n        accountManager: accountManagerField?.value || 'Unassigned',\n        \n        // Additional fields for workflow\n        allCustomFields: item.customFields,\n        tags: item.tags || [],\n        source: item.source\n      }\n    });\n  }\n}\n\n// Return filtered contacts\nreturn filteredContacts;"
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    {
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      "name": "Verificar expiración en 10 días",
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              "value2": 10,
              "operation": "smallerEqual"
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        "content": "## 📧 Send Client Email\n\n**Setup:**\n1. Connect Gmail account\n2. Replace recipient with: `={{ $json.email }}`\n3. Customize email template\n\n**Email Variables:**\n- `firstName` - Client first name\n- `lastName` - Client last name\n- `contractEndDate` - Formatted expiry date\n- `companyName` - Company name\n\n**Best Practice:** Test email with your own address first"
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    {
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      "name": "Enviar correo de renovación vía Gmail",
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        "message": "=Hi {{ $json.firstName }} {{ $json.lastName }},\n\nThis is a friendly reminder that your contract with us is set to expire on {{ $json.contractEndDate }}.\n\nWe'd love to continue working with you! Please let us know if you'd like to discuss renewal options.\n\nYour account manager will be reaching out shortly.\n\nBest regards,\nYour Team",
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        "subject": "Important: Your Contract Renewal is Coming Up"
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        "content": "## 📢 Slack Team Notification\n\n**Setup:**\n1. Connect Slack workspace\n2. Select channel for renewal alerts\n3. Customize message format\n\n**Recommended Channels:**\n- #renewals\n- #account-management\n- #sales-alerts\n\n**Note:** Ensure all account managers have access to the selected channel"
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      "name": "Enviar alerta de Slack al equipo",
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      "webhookId": "2d02c3a0-61c7-4742-b2d5-665e3ad8dab8",
      "parameters": {
        "text": "=🔔 *Contract Renewal Alert*\n\n*Client:* {{ $json.firstName }} {{ $json.lastName }}\n*Email:* {{ $json.email }}\n*Company:* {{ $json.companyName || \"N/A\" }}\n*Contract Expires:* {{ $json.contractEndDate }}\n*Days Remaining:* {{ $json.daysUntilExpiry }}\n*Account Manager:* {{ $json.accountManager }}\n\n✅ Renewal email has been sent to client.\n📋 Please follow up within 3 business days.",
        "select": "channel",
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          "__rl": true,
          "mode": "list",
          "value": "YOUR_SLACK_CHANNEL_ID",
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        "otherOptions": {}
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      "typeVersion": 2.1
    },
    {
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      "name": "Combinar resultados de correo y Slack",
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      "position": [
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        "mode": "combine",
        "options": {},
        "combinationMode": "mergeByPosition"
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      "typeVersion": 2.1
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        "content": "## 📊 Generate Summary Report\n\nCreates execution summary with:\n- Total reminders sent\n- Timestamp of execution\n- Success status\n\n**Used for:**\n- Tracking workflow performance\n- Logging to Google Sheets\n- Debugging issues"
      },
      "typeVersion": 1
    },
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      "name": "Generar informe resumen",
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      },
      "typeVersion": 2
    },
    {
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        "width": 280,
        "height": 268,
        "content": "## 📝 Log to Google Sheets\n\n**Setup:**\n1. Create a Google Sheet for tracking\n2. Add columns: summary, totalRemindersSent, timestamp, message\n3. Connect your Google account\n4. Select your spreadsheet and sheet\n\n"
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        "columns": {
          "value": {},
          "schema": [
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              "id": "summary",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "summary",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "totalRemindersSent",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "totalRemindersSent",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "timestamp",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "timestamp",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "message",
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        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "Sheet1",
          "cachedResultName": "Select sheet name"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_GOOGLE_SHEET_ID",
          "cachedResultName": "Select your tracking sheet"
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