Workflow Action: Send Internal Notification
This guide will walk you through the process of sending an internal notification, selecting the recipients, and providing an example related to appointment scheduling.
Step 1: Create Your Workflow
Begin by initiating a new workflow or editing an existing one.
Step 2: Add Your Trigger
Set up the trigger that will activate your workflow.
Step 3: Add the Action
Click the “+” button to add a new action.
From the available options, select Send Internal Notification.
Once selected, you’ll have the option to choose the notification type (Email, Notification, or SMS). For this example, we will select the Notification option to receive updates when a task is added to a contact.
Configuration Steps
Title: Provide a title for the notification action.
Note: You can utilize the contact’s custom values by clicking the tag icon. This step is optional. If you choose to use custom values, it's advisable to add a 2-5 minute wait step before this action to ensure everything processes correctly.Message Section: Write your custom message here. You can also incorporate custom values into your message as needed.
Redirect Page: Specify where the user will be redirected upon clicking the notification. This option is not available for SMS or Email notifications. Typically, it's recommended to redirect to the Contact or Conversation page.
Selecting the Recipient
Choose the To User Type:
If you select Particular User, you’ll have an additional option to Pick A User, allowing you to search for and select a specific user.
Note: For Email/SMS notifications, you can select multiple users without needing to create separate actions for each recipient. This option is available only when choosing the Particular User type.
Final Steps
Once you have configured all the necessary options, ensure you click the Save Action button to finalize the setup.
