The Notification Builder allows the team administrator to create system notifications for any of the existing Apps in the FreeAgent CRM account. Not only that, you can fully customize the message displayed to team members and create role-specific notifications.
User Permissions: Only the team's administrator can create new notifications.
Release: Hazel and above.
Navigate to Notification Builder
Go to the Admin Settings, then click on 'Automations' to display the available options. There click 'Notification Builder'.
Create New Notification Builder
To create a New Notification click the 'Add Notification' button.
In order to create new notifications, you will need to add the following information:
| FIELD | DESCRIPTION |
|
| App | From the dropdown, select the App for which you are creating the notification. | |
| Name | Give your notification a name. This name will appear on the Notifications Settings page, for your team members to see. | |
| Description | Add a description that helps your team members identify the purpose of the notification. | |
| Message Template | This will be the message displayed in the notification bell, once the event occurs. If you want to add the name, Id or other information about the record, type {{ and select the desired option. | |
| Roles | By default, the 'All Users' option is added. However, you can select specific roles that should have access to the notification. | |
| Trigger |
There are 3 different triggers available: After Create - The notification will occur if the conditions are met after a new record on the selected App is created. After Update - The notification will occur if the conditions are met after a record on the selected App is updated. On Create or Update - The notification will occur if the conditions are met once a record is created or updated. |
|
| On Update Fields* |
Only available when the trigger is either 'After Update' or 'On Create' or 'Update'. Select the field that needs to be updated in order for the notification to occur. |
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|
CONDITIONS You can specify as many conditions as necessary for your notifications. All of these will need to be met in order for the notification to trigger. |
||
| Field | Operator | Value |
|
Select the fields that will have an impact on the notification. This usually includes the field selected under 'On update Fields' when you are expecting a specific value. |
Select from the available options. The operators available will depend on the type of selected field. |
Select the value required for the condition to be met. The options available will vary according to the field type. |
Once you have configured your notification, click the 'Save' button.
Out-Of-The-Box Notifications
There are some really useful Notifications already included for the existing Apps. Here is a list of some of the most popular ones :
| NOTIFICATION | DESCRIPTION | APP Availability |
| [App] Assigned |
When a Team Member is selected under the Owner field, whether it is when the Record is created or updated, there will be a notification sent to the Team Member. Available for All Users. |
Existing Apps where the Owner field is in use. |
| Email Clicked / Opened / Received | If Email Tracking is enabled for the Organization, All Users will receive notifications for the three main email cases. | |
| Assigned | When a Team Member is selected under the Owner field, whether it is when the Record is created or updated, there will be an event logged in the Timeline. | Existing Apps where the Owner field is in use. |
Notification Example
Let's use the following use case as an example: Managers would like to receive a notification when a Quote is ready for Approval.
Since Sales representatives can create quotes and set their status as Approved, or simply update an existing one, for this example you will use the 'On Create or Update' trigger. The rest of the configuration would look something like this:
| FIELD | EXAMPLE |
|
| App | Quotes | |
| Name | Quote requires Approval | |
| Description |
Notifies Managers when a Quote's stage is set to 'Requires Approval'. |
|
| Message Template | Quote {{id}} is awaiting Approval. | |
| Roles | Managers | |
| Trigger |
On Create or Update |
|
| On Update Fields* |
Stage |
|
|
CONDITIONS |
||
| Field | Operator | Value |
|
Stage |
Is |
Awaiting Approval |
