How to use “Notify Team Member” node
Learn How to use “Notify Team Member” node!
Overview
The Notify Team Member app node allows you to automatically send in-app notifications to a teammate or the assignee of a contact. This is useful for keeping teammates informed about important updates, task assignments, or urgent issues.
Use Cases
- Task Assignments: Notify a teammate when they are assigned to a new task or ticket.
- Escalations: Alert a supervisor when an urgent issue arises.
- Status Updates: Inform a teammate when a conversation moves to a specific stage.
- Reminders: Send automated reminders to teammates for pending actions.
Configuration Options
You can customize the Notify Teammate node with the following settings:
- Member: Select the teammate who should receive the notification.
- Title: Define the title or subject of the notification.
- Content: Customize the notification message, including dynamic variables as needed.
Example Workflow
Scenario: Notify a Manager When a High-Priority Ticket is Created
- Trigger: A new ticket is created.
- Condition: If the ticket priority is “High.”
- Action: The Notify Teammate node sends a notification to the manager with the ticket details.
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