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Notification Rules
Configure automated notification rules for your organization
Status:AllActive OnlyInactive Only
Workspace:ContractsEmployeesInventoryRecruitmentSalesSchedulingTask Management
Lease Expiring Soon
Notify 30 days before a lease agreement expires
ContractsContractDate Approachingreminderhigh
Template:
Lease Expiring Soon: {{unitName}}
Triggered 0 times
Task Assigned
Notify user when a task is assigned to them
Task ManagementTaskAssignment Changedactionmedium
Template:
New Task Assigned: {{title}}
Triggered 0 times
Invoice Overdue
Notify when an invoice is 7 days overdue
SalesInvoiceDate Passedalerturgent
Template:
Invoice Overdue: {{invoiceNumber}}
Triggered 0 times
Urgent Maintenance Request
Notify operations team when an urgent maintenance request is created
InventoryMaintenanceCreatedalerturgent
Template:
Urgent Maintenance: {{title}}
Triggered 0 times
Timesheet Needs Approval
Notify manager when timesheet is submitted for approval
EmployeesEmployeeApproval Requiredactionmedium
Template:
Timesheet Approval Required
Triggered 0 times
Contract Renewal Reminder
Notify 60 days before contract expires
ContractsRenewalDate Approachingreminderhigh
Template:
Contract Renewal: {{contractName}}
Triggered 0 times
Low Inventory Alert
Notify when inventory falls below reorder point
InventoryStockValue Thresholdalertmedium
Template:
Low Stock Alert: {{itemName}}
Triggered 0 times
New Employee Onboarding
Notify operations when new employee is created
RecruitmentOnboardingCreatedactionhigh
Template:
New Employee Onboarding: {{firstName}} {{lastName}}
Triggered 0 times
Meeting Reminder - 15 Minutes
Remind attendees 15 minutes before a meeting
SchedulingMeetingDate Approachingreminderhigh
Template:
Meeting Starting Soon: {{title}}
Triggered 0 times
Booking Confirmed
Notify when a booking is confirmed
SchedulingBookingconfirmedinfomedium
Template:
Booking Confirmed: {{title}}
Triggered 0 times