This article shows you how to create a notification (an action) based on a trigger. You learn how to choose a trigger, select parties to notify, and format the message.
Create and edit actions on the Automation page.
- Log in to your Upmind account.
- Click Settings.
- Click the Actions tile.
- Upmind displays the Automation page with the Actions and Triggers menu tabs.
Click the Actions menu tab to review the list of current notifications. Upmind comes loaded with 20+ actions. Any custom action you create displays on this page, too. The page also shows app integrations, such a Slack.
- Click an icon to see a list of all actions associated with that notification channel.
Click the Triggers menu tab to review the list of options. Upmind comes loaded with 30+ categories of triggers. Each category has a different number of specific triggers, from just a couple to more than ten.
- Click the Actions menu tab.
- Click the Add action button.
- On the next screen, check the toggle to make sure the action is Enabled.
- Enter a name for the action.
- Select an app.
The next step is to select one trigger that matches your intended action.
- Click the trigger field.
- Enter a search term. (optional)
- Scroll through the list.
- Check the box that matches your action.
- Click the field next to, "Who do you want to notify?"
- Select an option on the drop-down menu.
The list of options varies with the notification channel and your current configuration. In this example, there is only one option (Brand) for Slack.
- Scroll down to the Template section.
- Create a notification message.
- Use Twig syntax to insert code snippets.
- Click Save.
Click to learn about message syntax with Twig.
Upmind sends out the action message when the trigger event occurs.
- The screenshot below shows a message sent to Slack, as formated above, when a client responds to a ticket.
- Go to the Automation page.
- Locate the action.
- Click the gear icon.
- Click Edit to modify.
- Click Delete to remove the action.
Updated 3 months ago