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Workflow Action: Send Internal Notification

In this article, you will learn how to send an internal notification, select who receives the notification, and an example if they scheduled an appointment

  • First, start by selecting the “+” button

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  • This will pull up a list of new Actions you can select for the new step

    • Scroll down until you see the CRM section, this is where you can select the “Send Internal Notification” button

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  • Once selected you will have the option to choose the type of notification you want. (Email, Notification, and SMS)

  • Click the one that works best for you

  • In this example: we will be selecting the Notification option to receive an update that the client booked an appointment

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  • Under the “Title” Section click on the Tag logo

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  • This will pull up Custom Values > select the ones that apply

    • In this example, we will be choosing the “Contact” > “Full Name”

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  • Once complete you will see the words: contact.name displayed

  • In this example we will type Scheduled an Appointment meaning when the internal notification displays it will show: Their Name > Scheduled an Appointment.

  • EX: Billy Bill Scheduled an Appointment

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  1. Under the Message Section you will see the option to write any type of custom message.

  • You could paste the Zoom link here if your appointment is for that, the location of the appointment, or anything else that applies to specify your needs

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  1. In the Redirect Page: This is where it redirects you once you click on the notification this option is not available for SMS or Email

  • Typically we recommend the Contact or Conversation

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  1. Now select the “To User Type”

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  • Please Note: If you select “Particular User” you will have another option under “Pick A User”

    • This is where you can select/search for a specific user

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Please Note: You can select multiple users in Internal Notifications for Email/SMS notifications and need not create multiple actions to select different users. This would be with the Particular user type (see below)

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  1. Once complete, Please make sure you click the “Save Action” button

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