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.

 

• 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.

 

• 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 select the Notification option to receive an update that the client booked an appointment.

 

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

• This will pull up Custom Values > select the ones that apply
  • In this example, we will be choosing the “Contact” > “Full Name.”

 

• 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

 

6. 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

 

7. 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  

 

8. Now select the “To User Type.”

 

• 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.

 

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)

 

 

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