Sending automated emails to customers

[Deleted user]

I'd like to send customers an automated email as a reminder to renew their SSO certificate. Is there anyway I can do this through Jira?

[Mark Segall]

Hi @[deleted] and welcome to the community!

Can you provide a bit more context?  Is the data needed to generate those emails accessible to automation somewhere (e.g. stored in Insight) or are you just wanting to perform a one-time blast to all of your customers with an email?

[Deleted user]

Hey Mark, thanks for responding! 

I was thinking of a plan like this --

1.) add dates for SSO Renewals in a custom field for customers
2.) create a template for automated emails where when a date approaches, it would fire off an email to a specific customer in that time frame on an annual basis

is that possible?

[Mark Segall]

Since custom fields are tied to requests, that would mean you would need a request already existing for each user.  From there, you can create a scheduled automation rule based upon a JQL (something like this):

cf[xxxxx] >= -30d

Then add a public note on each of those requests which would send the notification to the customer.

The other option would be leveraging Insight for this data and using the send email action.