Keeping your team informed about important operations and updates is crucial – even when there’s no direct customer involved. Internal notifications let you send alerts through in-app messages, email, or SMS based on what’s happening in your business, so your team never misses a beat.
📌 Why This Matters
Sometimes events in your business, like system tasks or automated processes, happen without involving a specific customer or contact. Without the ability to send notifications in these cases, important information could slip through the cracks. Internal notifications solve this by ensuring your team gets timely updates, helping your operations run smoothly and quickly.
✨ What’s New
- Notifications Without Contacts: Alerts can now trigger even if there’s no customer or contact involved, such as when automation starts from external events or system tasks.
- Flexible Recipients: Choose to notify everyone on your team, specific team members, or assigned users, with smarter handling when no assigned user is available.
- Multiple Channels: Send notifications in-app, by email, or SMS depending on how your team prefers to receive updates.
🛠️ How to Use It
- Step 1: Create or open a workflow that uses an event trigger like a webhook or an external app.
- Step 2: Add an Internal Notification action and select the type: in-app, email, or SMS.
- Step 3: Choose who should receive the notification — either all team members, specific people, or the assigned user if applicable.
- Step 4: Save and activate your workflow so notifications send automatically as your business events happen.
💡 Pro Tip
Use notifications to alert your team about behind-the-scenes tasks or milestones, helping you avoid delays and keep customer service fast, even when no customer is directly involved.
