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Trigger on renewal date

  • 18 October 2018
  • 3 replies
  • 83 views
N
Rank

I would like Freshdesk to email me 2 weeks before the our customer contract is ending. I have the ending contract date stored in "renewal date" field on the customer.

How will I setup the trigger to manage that? 


Regards

Niklas

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3 replies

N
Rank

Thanks a lot!


B
Rank

Hi Niklas,


You can use the "Renewal Date" field in the Company's profile:


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There is an API to retrieve this date:


https://developers.freshdesk.com/api/#companies


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You can probably create a custom app to trigger an alert every time a company is 2 weeks away from their renewal date. 



C
Rank

Sounds like you would have to do that in your CRM (Salesforce) to email you or your support alias, if that is desirable.


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