Skip to content
English
Customer portal
  • There are no suggestions because the search field is empty.

SpotDraft Integration

The SpotDraft integration connects your Expiration Reminder account to SpotDraft so that upcoming expiration deadlines can be turned into SpotDraft tasks automatically. Renewals appear in the workspace your team already uses, alongside the rest of your work.

Before you begin

Make sure you have the following ready:

  • An active Expiration Reminder account with permission to manage integrations.
  • A SpotDraft account with permission to authorize third-party access.
  • The documents, licenses, or certifications you want to monitor already added in Expiration Reminder, each with an expiration date.
How to set up the SpotDraft integration
  1. Sign in to your Expiration Reminder account.
  2. Go to Settings > Integrations.
  3. Find SpotDraft in the list of available integrations and click Connect.
  4. In the authorization window, sign in with your SpotDraft credentials and approve the requested access.
  5. Choose which records should create tasks and how many days before each expiration date a task should be created.
  6. Save your settings. The integration is now active.
What syncs and what triggers a task

After setup, Expiration Reminder monitors the expiration dates of the records you selected. When a record reaches the lead time you configured, the integration creates a task in SpotDraft that includes the item name and its expiration date so your team has the context to act.

You control which categories of records create tasks and how far in advance, so your workspace stays focused and uncluttered.

Managing renewal tasks in SpotDraft

Renewal tasks behave like any other SpotDraft task. You can assign owners, set due dates, track progress, add notes, and close them once the renewal is complete. Your team manages renewals using the SpotDraft workflow they already know.

Troubleshooting
  • Tasks aren't being created. Confirm the integration shows as connected in Settings > Integrations, and that the records you expect have a valid expiration date within your configured lead time.
  • The connection failed during setup. Make sure you approved the requested SpotDraft permissions, then try connecting again.
  • The connection stopped working. If your SpotDraft access changed, reconnect the integration to refresh authorization.
Frequently asked questions

Will this create duplicates? No. Each monitored record creates a task once as it approaches its configured lead time.

Can I choose which records create tasks? Yes. You decide which categories of records are included and how far in advance.

Is there an extra cost? The integration is available on all Expiration Reminder plans. A SpotDraft account is required separately.