How to Create & Disable Notifications

This guide covers setting up notifications (actions) based on triggers for your emails. It includes selecting events, recipients, and message formats. It also explains disabling options, which is ideal for migrations from other platforms to Upmind.

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Access the automation page

1. Log in to Upmind.
2. Go to Settings > Actions under Automation.

This opens the Automation page with Actions and Triggers tabs.

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Review existing actions and triggers

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Actions tab

Click the Actions tab to view all notifications (20+ defaults and custom actions, including Slack integrations). Click channel icons to see a list of all actions associated with that notification channel.

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Triggers tab

Click the Triggers tab to browse 30+ categories, each with multiple specific events (e.g., 2–10+ per category).

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Create a new action

1. Select Actions tab > Add action.
2. Toggle Enabled to ON. (Default)
3. Name the action and choose a channel.

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Add a trigger

1. Click the trigger field, search if needed, and select one.

2. Save. You can now manage the conditions of your trigger.

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Select recipients

Choose Who do you want to notify? from the options.

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Build the template

1. Scroll to Template and create the message with Twig syntax for variables.
2. Click Save.

Upmind sends the message when the trigger event occurs (e.g., Slack alert for ticket replies).

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Edit or delete actions

1. Go to the Actions tab.
2. Click the three dot icon next to an action.
3. Here you can view to Edit or Delete it.

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Disable notifications

If you want to stop notifications from being sent to your clients, there are three methods you can use:

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For a specific client

1. Go to Clients > Client Profile > Settings > Profile.
2. Toggle Disable Email Notifications.

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Per action

1. Go to Settings > Actions.
2. Choose an action and toggle Enabled to OFF.

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All notifications (Custom SMTP)

You can set up fake credentials in Custom SMTP to disable notifications.