Find out how to create an expiration from an automation
The create an expiration action allows you to create an expiration in the account from an event. For example, when a contact is created or when an event occurs in another app.
You can access Automations by clicking on Your Name in the top-right corner and then on 'Automation' in the drop-down menu.
Then you can create a New Automation by clicking the green "+Add a New Automation Rule" in the top-right corner.
To add a 'Create Expiration' action, click on the Add a new Action button.
In the action type screen, select Create expiration.
In the screen, enter a name for the action and enter the details:
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Action name: Enter a name for the action
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Expiration name: enter a name for the expiration. It can be a variable which can be accessed using curly braces. Learn more about variables here.
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Category: select the Document Type for the expiration.
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Expiration date: enter how the expiration date will be setup. Choose between No Date, Missing, From Today or Custom. From today allows setting a date from today plus another value. Custom is based on a variable.
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Contact emails: enter if any emails will be used to associate the expiration to a contact.