Trigger on renewal date

  • 18 October 2018
  • 3 replies
  • 81 views

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

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


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. 



Thanks a lot!