Auto create ticket from contract screen

Ok.

I’m also wanting this feature. I’d like to have an incident/ticket get created upon a Contract Expiry Notification being sent. Workflow Automator does not seem to support Contracts at this time. Freshworks please fix! :)

I would also like this. Entering our e-mail for Freshservice as the reminder e-mail address does not work either and no ticket is created.

FW has said on the road map sessions that hey are working on adding automations to all modules. 
First out was the project module. 

Is there any progress on this feature being added in Freshservice?

Set up a scheduled workflow that checks for contracts nearing expiry and triggers an action to auto-create an incident or service request, linking it to the contractor record so it’s attached to the correct contract.

That is a solution, using API 

Set up an automated workflow or scheduled job that checks for contracts approaching expiration, then automatically creates an incident or service request linked to the related contractor. Include notifications to the responsible team to ensure timely action.

You could use the scheduler for this, I have setup licence reminders in the schedular which automatically logs a ticket 60 days before the licence is due to expire

Although it says to repeat every year if you add different months e.g. Apr and Oct tickets will automatically log every 6 months.

You can set up an automated workflow that checks for contracts nearing expiration and automatically creates an incident or service request linked to the contract and contractor. The workflow should include the contract ID, contractor details, and expiration date, and can optionally send notifications to relevant stakeholders to ensure timely follow-up.

You can automatically create an incident or service request from the contract screen in ServiceNow by using either Flow Designer or a Business Rule. With Flow Designer, you can set up a scheduled flow that triggers when a contract is approaching its expiration date. The flow can check if the contract is active and within a defined threshold for expiration, and then create an incident or service request linked to that contract. You can populate fields such as the short description, detailed description including contractor details, and reference the contract record. Notifications can also be included to alert relevant stakeholders.

Alternatively, you can use a Business Rule on the contract table that triggers before or after an update, checking if the contract end date is near and the status is active. A script can then create an incident or service request and link it to the contract record. Using Flow Designer is recommended for a low-code, maintainable approach, while a Business Rule allows for more customization. Either method ensures that contracts approaching expiration automatically generate tickets, making follow-ups timely and reducing manual effort.

web: https://thecupcut.com/

You can automatically create an incident or service request from the contract screen in ServiceNow by using either Flow Designer or a Business Rule. With Flow Designer, you can set up a scheduled flow that triggers when a contract is approaching its expiration date. The flow can check if the contract is active and within a defined threshold for expiration, and then create an incident or service request linked to that contract. You can populate fields such as the short description, detailed description including contractor details, and reference the contract record. Notifications can also be included to alert relevant stakeholders.

You can set a workflow that checks the contract end date every day. When the date is near the end the system can create an incident or service request by itself. This request can link to the contractor record. You can also add an alert so the team knows the contract is ending soon.

You can set a workflow that checks the contract end date every day. When the date is near the end the system can create an incident or service request by itself. This request can link to the contractor record. You can also add an alert so the team knows the contract is ending soon.

Hi, could you share how to set up the workflow? I'm having trouble finding the right settings.
Which category do I need to select, and what condition should I use to make it work?
Do we fetch the data from the contracts via API?
Thank you in advance!

Hi, could you share how to set up the workflow? I'm having trouble finding the right settings.
Which category do I need to select, and what condition should I use to make it work?
Do we fetch the data from the contracts via API?
Thank you in advance!

Only way I can see this be done in FS is using an app or Scheduled ticket. A ticket that trigger a WFA that use this endpoint  https://api.freshservice.com/v2/#list_all_contracts to list all. Then a Loop node to check the date for each contract. 

Yes, this is usually doable with a workflow or scheduled job. You can set a rule to trigger when the contract end date is approaching (or reached) and automatically create an incident or service request linked to that contract/contractor. The exact steps depend on the platform, but date-based workflows or alerts are the right place to start.

Can you please point me to the event you are thinking of? 
There are event for contract end date. 

How can this functionality still not be available (out of the box without having to be an API expert) over a year later?
At least from where I am standing it should be easy enough to implement (could absolutely be wrong). Having to use email alerts that sends the alert outside of Freshservice defeats the whole purpose of having contracts in the system.
If anyone have the API solution everyone is talking about, please post your API code so others can use it instead of just saying it is easy.

They are going to expand the work flow engine to more module's.