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Setting up Notifications

Notifications allow your product to send messages to users or systems through multiple communication channels. You can configure one or more channels such as Email, SMS, Push notifications, or integrations like Slack and Discord.

Once configured, your product can send notifications through the selected channels during workflows and actions.

Step 1: Open the Notifications Section​

  1. Navigate to your Workspace.
  2. Open the Product you want to configure.
  3. In the sidebar, locate the Resources section.
  4. Click Notifications.

Product sidebar showing notifications under resources

Step 2: Click "Add"​

  1. On the Notifications page, click the Add button.
  2. A configuration form will appear.

Add notification button on notifications page

Step 3: Fill in Basic Information​

Provide the basic details for the notification configuration.

FieldDescription
NameHuman-readable name for the notification configuration
TagAuto-generated unique identifier (editable)
DescriptionOptional description

Notification configuration form showing name, tag, and description fields

Step 4: Select Notification Channels​

Choose one or more channels that the notification system should support.

Available channels include:

  • Push
  • Email
  • SMS
  • Callbacks
  • Discord
  • Slack

You can select multiple channels for a single notification configuration.

Notification channels selection showing push email sms callbacks discord slack

Step 5: Configure Each Channel​

After selecting channels, you must provide the required configuration for each one.

Push Notifications​

Supported providers:

  • Firebase
  • Expo

Configuration typically includes provider credentials and project information.

Push notification configuration showing firebase and expo options

Email​

Supported providers:

  • SMTP
  • Mailgun
  • Sendgrid
  • Postmark
  • Brevo

Provide the necessary credentials such as API keys or SMTP connection details.

SMS​

Supported providers:

  • Twilio
  • Next
  • Plivo

Provide the required API credentials and sender configuration.

SMS provider configuration showing twilio next and plivo options

Callbacks​

Callbacks allow you to trigger an external webhook when a notification event occurs.

Required configuration:

FieldDescription
URLEndpoint that will receive the callback
Expected BodyThe payload structure that will be sent

Callback configuration showing url and expected body fields

Discord​

Discord notifications require the webhook URL and connection details.

Slack​

Slack notifications require the webhook URL and connection information.

Step 6: Save the Notification Configuration​

  1. After configuring the required channels, click Submit.
  2. The notification configuration will appear in the Product Notifications list.

Your product can now send notifications using the configured channels.

Notifications list showing newly created notification configuration

Step 7: Open Templates​

  1. On the Notifications list, locate your notification configuration.
  2. Click the Templates (Count) button.

Initially, the templates list will be empty.

Notification templates list showing empty state

Step 8: Click "Create Template"​

  1. Click the + Create Template button.
  2. A new tab will open for creating notification templates.

Step 9: Create Templates for Channels​

Inside the template editor, you can create message templates for each channel supported by the notification configuration.

Each template defines the message format and payload that will be sent when the notification is triggered.

Notification template editor showing channel-specific template fields

Step 10: Use Variables in Templates​

Templates support dynamic variables using the {{variable}} syntax.

These variables are replaced with actual values when the notification is sent.

Example email template:

Hello {{name}},

Your order {{order_id}} has been successfully processed.

Thank you for using our service.

In this example:

  • {{name}} will be replaced with the recipient's name
  • {{order_id}} will be replaced with the order identifier

You can use variables across Email, SMS, Push, Slack, Discord, and Callback templates.

Step 11: Save the Template​

  1. Fill in the required template fields.
  2. Click Save Template.

Your notification configuration is now fully set up and ready to send messages through the configured channels.

Next Steps​