Notification Builder

The Notification Builder allows the team administrator to create system notifications for any of the existing Apps in the FreeAgent CRM account. 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.

Navigate to Notification Builder

Go to Settings > Advanced > Notifications.

Create a Notification

To create a New Notification click the 'Add Notification' button.

The Notification Builder window will appear. Let's go through all of the fields. 

1. App

From the dropdown, select the App for which you are creating the notification.

2. Name

Give your notification a name. This name will appear on the Notifications Settings page for your team members to see.

3. Description

Add a description that helps your team members identify the purpose of the notification.

4. 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. You can also something we call Dot.Walking. You can learn more about it here:

• Dot.Walking

Here's an example of using two Curly Braces. Once you type them in you'll be presented with a list of fields to choose from. 

You can even add prior values to your message. When editing the message template just type prior. and the system will show you all the available values. In the example below I want to show the old Sales Stage compared to the new one the Deal record was just changed to.

Note: prior values are available in the message template only & not available in the body template.

5. Roles

By default, the 'All Users' option is added. However, you can select specific roles that should have access to the notification. 

6. Body Template

7. 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.

8. Conditions

You can specify as many conditions as necessary for your notifications. All of these will need to be met for the notification to trigger.

Field

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.

Operator

Select from the available options. The operators available will depend on the type of selected field.

Value

Select the value required for the condition to be met. 

The options available will vary according to the field type.

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 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: