UCRM plugin that notifies you when client’s signed contract is expiring.
We can use the expiration period
option from the plugin settings and set it to 24 hours to execute the script.
The script should check the date when the contract had been signed. The date when the contract had been signed will be saved into a special custom attribute named signedDate
.
I. Send the first notification to the client when the expiration date is in one month.
II. Send the second notification to the client when the expiration date is in 2 weeks.
III. Send the next notification to the client every day when the expiration date is in 1 week.
- UCRM API:
- Email enqueue API doc for UISP CRM · Apiary;
GET
/clients/{id}
/attributes API doc for UISP CRM · Apiary.