How to Add Notifications Action to Your Workflow in LeadDec

Enhance your workflow efficiency by learning how to add system notifications action to your processes in LeadDec


1. First, navigate to the 'Automation' section

1 After, click on "automation".

2. Next, begin by creating a new workflow

2 Click on "Create Workflow".

3. Then, select the option to start from scratch

3 Click on "Start from Scratch".

4. Now, add a new trigger to your workflow

4 Click here.

5. Following that, incorporate an action step

5 Click here.

6. Afterward, search for the specific action you need

6 Then, click on the element.

7. Proceed by setting up an internal notification

7 Click on "Send internal notification".

8. Continue by selecting the notification type

8 Then, click on "Select a Type".

9. Choose 'Notification' from the options available

9 Click on "Notification".

10. Title your notification accurately

10 Now, click on the element.

11. Next, compose the message here

11 Click on "NEW LEAD{{contact.name}}".

12. Moving on, select a redirection page

12 Next up, click on "Select".

13. Afterwards, choose the appropriate user type

13 Next, click on "Select User Type".

14. For instance, select 'Particular User' to specify

14 After, click on "Particular User".

15. Next, choose the specific user to whom you want the notification to be sent.

15 Click on "Select User".

16. Lastly, save your action settings.

16 Upload


Did this answer your question?
😞
😐
😁