Which notifications types can be sent to end-users – Clustdoc

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

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