- Navigate to Triggers: Go to
Settings > Notification Triggers. - Create New Trigger:
- Click on
Add New Trigger. - Select the event (e.g., New Invoice, Proposal Accepted).
- Choose the recipient (Customer, Admin, etc.).
- Select the template to be used for the notification.
- Define any additional conditions or parameters.
- Click on
- Activate Trigger: Save and activate the trigger to start sending notifications automatically when the event occurs.
Setting Up Notification Triggers
< 1 min read
Updated on May 1, 2025
