Notify

The Notify automation lets you specify notification settings for both e-mail and SMS messages.

To configure notifications:

1. Hover over a transition line below the Action to view and click the icon. Select the Notify automation in the Select automation drop-down. The Automation Properties Panel displays.

2. In the Settings tab.

   1. Modify the Name and Description fields as necessary.

   2. Under Email and/or SMS, select the toggle to enable/disable the communication template. Click the Pencil Icon if you wish to modify the communication template.

   3. To add recipients, click the button and double-click a recipient, or select a recipient and click Add. You can select recipients from the Users, Teams, Roles, Dynamic Roles, or Contacts tabs.

   4. Click to Save.

3. In the Rules tab, use the Criteria Builder to add conditions to the automation.

4. Click the 3-dot menu next to the workflow name, then Save or Publish the workflow to see your changes.

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