Hi! I am wondering how can I utilize zapier in notifiying our team through keap that contracts are expiring?
thank you!
Best answer by Troy Tessalone
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How can I get notified from Keap for Contracts expiring in Autotask?
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Userlevel 7
+14
- Certified Zapier Expert
- 24171 replies
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14 March 2023
Hi
Good question.
Which version of Keap are you using?
Userlevel 4
+6
- Zapier Staff
- 406 replies
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15 March 2023
Hi
Just making a follow-up. Which version of Keap are you using?
To help you further on this and be able to suggest workarounds, do you have a specific use case that I could help out with? If you can phrase it in the “When A happens in Service X, B should happen in Service Y” format, that’ll help me make sure I give you the best suggestion possible, so thank you in advance!
I’ll keep an eye out for your response. Thank you!
Userlevel 1
- Beginner
- 4 replies
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16 March 2023
Hi
Just making a follow-up. Which version of Keap are you using?
To help you further on this and be able to suggest workarounds, do you have a specific use case that I could help out with? If you can phrase it in the “When A happens in Service X, B should happen in Service Y” format, that’ll help me make sure I give you the best suggestion possible, so thank you in advance!
I’ll keep an eye out for your response. Thank you!
Hi I am using Keap Max Classic. the case looks like this:
When a recurring contract is about to expire, I would like to be notified that “hey, this certain contract is about to expire. please go to Autotask and renew or update the end date.”
thank you!
Userlevel 7
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- Certified Zapier Expert
- 24171 replies
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16 March 2023
- Answer
Perhaps you need to configure a Campaign Sequence in KMC to do a Contact action that can be used to trigger the Zap.
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