System Notifications & Alerts
Setting up automated email alerts, SMS notifications, and webhooks.
Automated Alerts
Keep internal teams and external customers informed about important operational events.
Notification Triggers
- On Save / Submit / Cancel: Dispatch alerts immediately when a document is created or approved.
- Value Change: Trigger alerts when specific thresholds are breached (e.g., payment overdue or stock below reorder level).
- Scheduled Alerts: Send reminders based on dates (e.g., contract expiration, employee birthdays, or maintenance due dates).
Delivery Channels
- Email: Formatted emails with dynamic tags and attached PDF prints.
- SMS & WhatsApp: Instant messaging alerts via integrated gateways.
- System Bell: Real-time notifications within the web interface.
- Webhooks: Send JSON payloads to external systems and APIs.