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Best answer

How can I get notified from Keap for Contracts expiring in Autotask?

Queesntown IT

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 TessaloneBest answer by Troy Tessalone

@Queesntown IT 

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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Wemakefuture
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5 replies

Troy Tessalone
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Hi @Queesntown IT 

Good question.

Which version of Keap are you using?

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Brem
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  • BremZapier Staff
  • Zapier Staff
  • 404 replies
  • March 15, 2023

Hi @Queesntown IT 

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!

Queesntown IT

Hi I am currently using Keap Max Classic

Queesntown IT
Brem wrote:

Hi @Queesntown IT 

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! 

Troy Tessalone
Forum|alt.badge.img+14
  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 30942 replies
  • Answer
  • March 16, 2023

@Queesntown IT 

Perhaps you need to configure a Campaign Sequence in KMC to do a Contact action that can be used to trigger the Zap.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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