Important Note: Automated notifications require a premium feature called "Automation". Activate it with a Booster.
Available triggers to schedule notifications
Use the list of available triggers to schedule your notifications. Triggers are available in your Process> Automation tab.
TRIGGER | EXPLANATION / EXAMPLE |
When a contact is invited to start an application | Eg: When a user is invited to start a process |
When someone registers on a portal | Eg: When someone online registers on one of your portals |
When an application status is updated | Eg: When an application is closed |
When an application progress stage is updated | Eg: When an application custom stage moves from “stage 1” to “stage 2” |
When a step status is updated in the checklist | Eg: Valid ID moves from missing to pending review |
When a new step is added to the checklist | Eg: New file request added to a live application |
When a message is sent to an end-user | |
When an attachment is added to a live application | |
When a shortcut button is clicked | Shortcut button are added on the application page header. Read this |
At a specific date | Eg 5 days before deadline … send reminders |
Discovering the different types of Notifications
Notifications can be sent either via email or SMS (Requires a Twilio account and integration). There are different types of notifications, discover below the options available.
ACTION | EXPLANATION / EXAMPLE |
Notify specific stakeholder | Eg. The stakeholder selected in the trigger |
Notify several stakeholders | Select the stakeholders that should be notified |
Notify email addresses | Eg. Teammates, external partners |
Customizing the content of your notifications
Once you've defined the type of notifications you want to send, all you have to do is write the subject and body of your email.
Using Clustdoc email builder, you’ll be able to customize the content of your notifications.