> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create & Disable Notifications

> Automate notifications with triggers and discover several ways to disable them.

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.

## 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.

<Frame caption="Settings > Automation > Actions">
  <img src="https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/77ceab07fb3f181b.png?fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=2eaca25d3c4d3370878a61a0d1870038" alt="Settings > Automation > Actions" className="mx-auto" style={{ width:"99%" }} data-og-width="2836" width="2836" data-og-height="1192" height="1192" data-path="images/fb/77ceab07fb3f181b.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/77ceab07fb3f181b.png?w=280&fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=1983f0a5713b860060707ca2e4467eae 280w, https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/77ceab07fb3f181b.png?w=560&fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=b2ccb84a2a0088e8256fcb2bf5575a61 560w, https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/77ceab07fb3f181b.png?w=840&fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=86dd3e0ad4fd7a8ca657bdce55f32e69 840w, https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/77ceab07fb3f181b.png?w=1100&fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=76497bed00960ac1b72b5df19b08cdfd 1100w, https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/77ceab07fb3f181b.png?w=1650&fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=94c64c11040bc1496e4c182069529092 1650w, https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/77ceab07fb3f181b.png?w=2500&fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=5a0e812f2867fd118aafacc34a89ff78 2500w" />
</Frame>

## Review existing actions and triggers

### 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.

<Frame caption="Actions tab">
  <img src="https://mintcdn.com/upmind/6knUVC8F1nK4E5CY/images/fb/c0c630116e0e6e3d.png?fit=max&auto=format&n=6knUVC8F1nK4E5CY&q=85&s=f9bf1156711b57374e75599ddfe0cf98" alt="Actions tab" className="mx-auto" style={{ width:"99%" }} width="2232" height="1040" data-path="images/fb/c0c630116e0e6e3d.png" />
</Frame>

### Triggers tab

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

<Frame caption="Triggers tab">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/44ef8b019fed805f.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=b50a283771b510389bd4d9a72c9552a9" alt="Triggers tab" className="mx-auto" style={{ width:"99%" }} width="2242" height="1190" data-path="images/fb/44ef8b019fed805f.png" />
</Frame>

## Create a new action

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

<Frame caption="Create action">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/cc1452b7cf487832.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=b22f1134de303d300cf415d6076ffeee" alt="Create action" className="mx-auto" style={{ width:"99%" }} width="2228" height="978" data-path="images/fb/cc1452b7cf487832.png" />
</Frame>

## Add a trigger

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

<Frame caption="Add trigger">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e6a6949f116a01e0.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=1bbb5cb1cc5efddd4bb70668842ca5ff" alt="Add trigger" className="mx-auto" style={{ width:"99%" }} width="2222" height="1056" data-path="images/fb/e6a6949f116a01e0.png" />
</Frame>

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

<Frame caption="Manage conditions">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/bf26b32139959f6a.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=8b2b7a5dbab21f333d5f2017d28780bc" alt="Manage conditions" className="mx-auto" style={{ width:"99%" }} width="2210" height="396" data-path="images/fb/bf26b32139959f6a.png" />
</Frame>

<Note>
  The **Manage Condition** button will only appear after you save the action template.
</Note>

## Select recipients

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

<Frame caption="Choose who to notify">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/df861e6650097074.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=55f6e3a8701c3c931412a0f06d71a1e8" alt="Choose who to notify" className="mx-auto" style={{ width:"99%" }} width="2208" height="206" data-path="images/fb/df861e6650097074.png" />
</Frame>

<Note>
  The list of options varies with the notification channel and your current configuration.

  **Example**: There is only one option (Brand) for Slack.
</Note>

## Build the template

1. Scroll to **Template and** create the message with [**Twig syntax**](/setup-and-configuration/email-configuring-and-sending/how-to-format-email-templates) for variables.
2. Click **Save**.

<Frame caption="Insert Twig syntax">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/42c8f8a6e72eab0e.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=305dd51e4c63b3264c86f1bf9ea22581" alt="Insert Twig syntax" className="mx-auto" style={{ width:"99%" }} width="2184" height="644" data-path="images/fb/42c8f8a6e72eab0e.png" />
</Frame>

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

<Frame caption="Final message">
  <img src="https://mintcdn.com/upmind/FQ1NhxALxjSHvvWW/images/fb/b0b90e01b26f28d4.png?fit=max&auto=format&n=FQ1NhxALxjSHvvWW&q=85&s=ade990e64827ad98059705f5d1c1ce8d" alt="Final message" className="mx-auto" style={{ width:"87%" }} width="474" height="220" data-path="images/fb/b0b90e01b26f28d4.png" />
</Frame>

## 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.

<Frame caption="View or delete">
  <img src="https://mintcdn.com/upmind/uxzVUXAKtJ2bRWCI/images/fb/6d0292f22075c1e8.png?fit=max&auto=format&n=uxzVUXAKtJ2bRWCI&q=85&s=e06cdf679950a715e7923928c743ff8f" alt="View or delete" className="mx-auto" style={{ width:"97%" }} width="1536" height="434" data-path="images/fb/6d0292f22075c1e8.png" />
</Frame>

## Disable notifications

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

### For a specific client

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

<Frame caption="Disable email notifications">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e0e2a108933edfd6.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=7ae8d201f0feb053795632aa95f5a801" alt="Disable email notifications" className="mx-auto" style={{ width:"97%" }} width="2290" height="1568" data-path="images/fb/e0e2a108933edfd6.png" />
</Frame>

### Per action

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

<Frame caption="Disable action">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e36d24b50abc5c6c.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=5b35faf928d3fea0e69aef90a879150a" alt="Disable action" className="mx-auto" style={{ width:"99%" }} width="2234" height="402" data-path="images/fb/e36d24b50abc5c6c.png" />
</Frame>

### All notifications (Custom SMTP)

You can set up fake credentials in [**Custom SMTP**](/setup-and-configuration/email-configuring-and-sending/how-does-email-work-in-upmind) to disable notifications.
