How to Create Notifications
Automate notifications with triggers
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.
Opening the Automation page
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.
![a-1.png 599](https://files.readme.io/870d489-a-1.png)
Actions and Triggers menu tabs
Reviewing current actions and triggers
Actions
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.
![a-3.png 1438](https://files.readme.io/5dfaa77-a-3.png)
A list of current notifications
Triggers
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.
![a-2.png 1790](https://files.readme.io/bfff149-a-2.png)
Trigger categories
Creating a new action
- Click the Actions menu tab.
- Click the Add action button.
- On the next screen, check the toggle to ensure the action is Enabled.
- Enter a name for the action.
- Select an app.
![a-5.png 1294](https://files.readme.io/dda68ef-a-5.png)
Enter a name for the action
Adding a trigger
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.
![a-6.png 769](https://files.readme.io/c7d838f-a-6.png)
Check the box that matches your action
Selecting a party
- Click the field next to, "Who do you want to notify?"
- Select an option on the drop-down menu.
Note
The list of options varies with the notification channel and your current configuration. In this example, there is only one option (Brand) for Slack.
![a-7.png 1220](https://files.readme.io/cd23419-a-7.png)
Select an option on the drop-down menu
- 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.
![b-1.png 1068](https://files.readme.io/c6ca8a9-b-1.png)
Use Twig syntax to add code snippets
Viewing the notification
Upmind sends out the action message when the trigger event occurs.
- The screenshot below shows a message sent to Slack, as stated above, when a client responds to a ticket.
![a-9.png 658](https://files.readme.io/a4e4186-a-9.png)
Upmind sends the action message
Editing an action
- Go to the Automation page.
- Locate the action.
- Click the gear icon.
- Click Edit to modify.
- Click Delete to remove the action.
![b-2.png 1471](https://files.readme.io/ac1a0d6-b-2.png)
Modify an action
Updated about 2 months ago