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Notifications can be configured for processes, tasks or records. Notifications are sent out both as app native notifications as well as web notifications.

Notification Config#

Valid When#

This controls when and what notification to show. You can create a rule that determines the validity of notification for a process. For example

Send a notification to the assignee when a lead is assigned to a user

The way this notification is configured is by defining the validWhen rule with

  • when the lead state is NEW
  • when the assignedTo field is not null

Time Dimension#

Notifications can be shown immediately once the notification criteria is satisfied or it can be shown before a certain significant point in time for the given process. This configuration requires you to define a time field for the notification config to watch out for.

For example process notifications can be configured to use the nextActionAt timestamp or the updatedAt timestamp or a datetime data attribute like scheduled_meeting_time

Message Template#

Message template needs to be provided for a notification config to be complete. The template has access to the context information so a template can be built by using the contextual data. Example:

Lead {{}} has been converted

The template has 2 parts

  • title - the title of the notification
  • message - the actual message of the notification


Notifications can be generated for a user, all users of a role or all users of a team.

Navigation Url#

Notifications can also carry navigation urls - for people to click and arrive at a contextual screen/page like a lead details screen.