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Trigger on renewal date

  • October 18, 2018
  • 3 replies
  • 103 views
N
Contributor

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

    C
    Contributor
    • craig_14155
    • Contributor
    • 77 replies
    • October 24, 2018

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

    B
    Contributor
    • bhakti.patel
    • Contributor
    • 50 replies
    • October 25, 2018

    Hi Niklas,


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


    image




    image


    There is an API to retrieve this date:


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


    image



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


    N
    Contributor

    Thanks a lot!

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