How to Set Up Internal Notifications in Workflows

Setting Up Internal Notifications in Workflows

To set up an internal notification that is sent through a workflow for efficient communication and task management.

Set up a Trigger:
- Choose a trigger such as "order submitted" or "form submitted" based on the notification requirement.
Select an Action:
- Type in "send" and select "send internal notification" as the action.
Configure Notification Settings:
- Choose the type of notification (email, text message, etc.).
- Enter the sender's name and email.
- Select the user type (usually the assigned user).
Customize Notification Content:
- Add a template or type in the required information.
- Utilize the custom values button to include specific details like contact information (full name, email, phone).
Save and Test:
- Save the notification settings.
- Test the notification by triggering the workflow to ensure the information is correctly pulled into the email.

Ensure the trigger and action are set up accurately to avoid missing notifications.
Double-check the custom values to include the necessary information for effective communication.

Use email notifications for easy access and monitoring.
Create templates for commonly used notification formats to save time.
Regularly review and update notification settings as needed for relevance and accuracy.