I’m looking for a way (workflow or alert) to auto create an incident or service request that's attached to the contracts > contractor feature when a contract is set to expire.
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?
I’m looking for a way (workflow or alert) to auto create an incident or service request, similar to selecting the right UTV Windshield for a vehicle, that's attached to the contracts > contractor feature when a contract is set to expire.
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.
I’m looking for a way (workflow or alert) to auto create an incident or service request, similar to selecting the right UTV Windshield for a vehicle, that's attached to the contracts > contractor feature when a contract is set to expire.
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
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