Description
Notification Master for Creatio gives you the ability to easily create and modify rules and settings of notifications, inside the system.
Designed to simplify the configuration of any type of notification (notification, Telegram, email, activity) directly from the Creatio interface. To do this, in a separate section, specify the type of notification, the conditions for launching it, and the recipients of these notifications.
Use cases:
- Congratulations on a significant event.
- Email about receiving a new order.
- The task of contacting the client regarding a claim.
- Notification of a change in the status of an application.
- Telegram-informing in groups or channels.
Key features:
- Creation of various types of notifications (notifications in the system, Telegram messages to groups/channels, activities, email messages, etc.).
- The identification of the recipients (including single contacts from record fields, contact groups, or external recipients).
- The setting up of events to generate notifications (timer, trigger).
- Specifying the rules for generating notifications.
- Field mapping settings for [Activity] type notifications.
- Customized Notifications: administrators can set up general notifications for all users and users have the flexibility to set up individual notifications tailored to their needs, such as personal reminders.
- Easily check notification processing directly from the settings page for quick access and control.
- Insights about notification statuses within the Creatio Activity channel, keeping users informed and up-to-date.
- Tracking whether notifications within the Creatio Notifications channel have been read or are still unread, enhancing communication efficiency.
- Analytics of notification settings based on channels, objects, and recipients for better understanding and optimization of communication strategies.
- Analytics of processing results of all notifications, categorizing them into successful, canceled, or error notifications.
Pricing
Terms & Conditions
Support
Support is provided by a developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Reviews
Installation
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
- Add a setting. Go to [System Designer] > [Notification master] > [Add]. Set up notifications according to the instructions below. Save changes.
- Get notified. Match the record of the object for which the notification is configured to match the conditions for sending the notification. Receive a task, a notification, or an email.