Help > Answers

How to get notified using the Update Notification in Invoices App in Apptivo?

Cancel

Updated on April 25, 2022 12:55AM by Admin

The Update Notification of Invoices App in Apptivo allows you to generate notifications for changes made to the invoice. You don't have to keep an eye on each record all of the time. Instead, you can use the Update Notifications feature to be automatically notified anytime changes are made.

Steps to Create a notification:

  • Log in and access the Invoices app from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
Invoice - Settings
  • On the settings page, go to Notifications → Update Notification and click on the Create button.
Invoice - UN Create
  • On the Create Notification page, enter the following details:
    • Name: Add a name for the notification.
    • Description: Give brief information on the notification.
Invoice - UN Name

From Address: Invoices App offers two types of “From Addresses”

  • Static: You can enter a default email address here.
  • Dynamic: You can choose the email address from the list of employees or teams.
  • Here, I have chosen a Dynamic email address.
Invoice - UN From Address

To set up custom notifications, it is mandatory to define three fields:

  • Criteria
  • Message
  • Recipients

Criteria

  • The criteria field determines the condition when the notification has to be generated.
  • Under the group, you can determine whether the notification is for the “New” or “Old” set of attributes.
  • Now. choose an attribute from the Insert Attribute dropdown. If needed, you can add more than one attribute by selecting Add Condition.
  • Here, the criteria are set to send a notification when an invoice customer is “Nela Sea Foods”.
  • Now, the criteria are set.
Invoice - UN Criteria

Message

  • You can add a subject and detailed description of the message that is to be conveyed to the recipients In the Message field.
  • You can customize your message using the Widgets and Attributes provided by Apptivo.
Invoice - UN Message

Recipients

  • In the recipients’ field, you can customize the email recipients. There are two types of Recipient Lists.
  • Associated Object: It allows you to choose the recipients from a list of values. You can choose Customer, Contact, Assigned To, Created By, and Modified By as recipient lists and click Create.
  • Static List: It allows you to add your recipients.
  • Here, I’ve selected the Static list and added my employee as the recipient. Click Create to complete the process.
Invoice - UN Created
  • Now when an invoice is created, the notification mail will be sent to the employee Rose Jensen as shown below.
Desktop - Mail