Available triggers to schedule notifications
Use the list of available triggers to schedule your notifications. Triggers are available in your Process> Automation tab.
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TRIGGER |
EXPLANATION / EXAMPLE |
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When a contact is invited to start an application |
Eg: When a user is invited to start a process |
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When someone registers on a portal |
Eg: When someone online registers on one of your portals |
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When an application status is updated |
Eg: When an application is closed |
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When an application progress stage is updated |
Eg: When an application custom stage moves from “stage 1” to “stage 2” |
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When a step status is updated in the checklist |
Eg: Valid ID moves from missing to pending review |
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When a new step is added to the checklist |
Eg: New file request added to a live application |
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When a message is sent to an end-user |
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When an attachment is added to a live application |
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When a shortcut button is clicked |
Shortcut button are added on the application page header. Read this |
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At a specific date |
Eg 5 days before deadline … send reminders |
📌 Type 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.
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ACTION |
EXPLANATION / EXAMPLE |
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Notify specific stakeholder |
Eg. The stakeholder selected in the trigger |
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Notify several stakeholders |
Select the stakeholders that should be notified |
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Notify email addresses |
Eg. Teammates, external partners |
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