💈 Scheduled notification required a Booster feature: 7-day trial, monthly engagement, cancel anytime. Activate here
You can now use The Automation feature to schedule and send out automated notifications to your stakeholders.
Using 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 |
📌 Type of Notifications
There are different types of notifications, discover below the options available.
ⓘ Notifications can be sent via email or SMS (if SMS Booster is activated)
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 |
Learning More about Automation
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