Weekly nudge for stalled ConnectWise opportunities

Every Monday at 8am in my local timezone, find stalled sales opportunities in ConnectWise PSA, send each buyer a gentle nudge from my Gmail, and log the outreach back into ConnectWise as a CRM activity so the assigned rep has a clean record.

Step 1: Pull stalled opportunities from ConnectWise PSA. Use List Opportunities to fetch opportunities that are still active, meaning the stage name is not Won, not Lost, and not Closed, and whose lastUpdated date is older than 14 days from today. Page through all results.

Step 2: For each stalled opportunity, look up the buyer. Call Get Company using the opportunity's company id to get the customer's company name, and call Get Contact using the opportunity's primary contact id to get the contact's first name, last name, and email address. If the contact has no email address on file, skip this opportunity and move on.

Step 3: Skip anything we already touched. Call List Activities filtered to this opportunity and only proceed if there is no activity logged against the opportunity within the last 7 days. If a recent activity already exists, skip and move on.

Step 4: Draft a short, warm follow-up email, three or four sentences, addressed to the contact by first name. Reference the opportunity name, the customer's company, and the last known stage in plain language. End with a soft open question that invites them to restart the conversation, for example asking whether anything has changed on their side or if there is a better person to loop in. Keep the tone friendly and human, not pushy.

Step 5: Send the email through Gmail using Send a Message. The To address is the primary contact's email, and the Cc address is the assigned sales rep's email from the opportunity. Use a subject line that references the opportunity name, for example 'Quick check-in on {opportunity name}'.

Step 6: Log the outreach back in ConnectWise. Call Create Activity to create a new CRM activity tied to the opportunity (and to the same company and contact). Set the activity name to 'Follow-up email' and put the subject and body of the email we just sent into the activity's notes so the rep can see exactly what went out when they open the timeline.

When the run finishes, return a short summary I can read at a glance: how many opportunities I had open, how many we emailed, how many we skipped, and the reason for each skip (no contact email, or recent activity already on file).