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Email Notification

API Keys Settings
Sends an email to one or more recipients (up to 5) when the automation runs. The body can include workflow variables and contact attributes. Use this to notify your team (e.g. when a high-priority chat is created, when a form is submitted) or to send internal alerts from an automation.

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Fields

  • Emails (required): Add one or more email addresses (up to 5). Each address is validated before it can be added.
  • Body (required): The email content. You can use workflow variables and contact attributes in the text.

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Use cases

  • Internal alerts: Notify your team (e.g. support@) when a high-priority event occurs (e.g. VIP contacts you, escalation, form submitted); use workflow variables and contact attributes in the body for context.
  • Team notification on event: Trigger Email Notification from a “New incoming chat” or “Chat assigned” automation so the right people get an email when a lead is created or a chat is assigned.
  • Context in the email: Reference the contact’s name, attributes, or workflow variables in the body so recipients see who the alert is about; for customer-facing emails, use your email provider or a dedicated email action.

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WhatsApp Notification

API Keys Settings
Sends a WhatsApp message to one or more phone numbers (up to 5) when the automation runs. The body can include workflow variables and contact attributes. Use this to notify your team on WhatsApp (e.g. when a new lead is assigned, when an escalation occurs) or to send internal alerts from an automation.

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Fields

  • Phone numbers (required): Add one or more phone numbers (up to 5) in international format. Each number is validated before it can be added.
  • Body (required): The message content. You can use workflow variables and contact attributes in the text.

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Use cases

  • Internal alerts on WhatsApp: Notify your team (e.g. a sales rep) when an event occurs (e.g. lead assigned, escalation) by sending a WhatsApp message to one or more phone numbers; use variables and contact attributes in the body for context.
  • Team notification on event: Trigger WhatsApp Notification from a “Chat assigned” or “New incoming chat” automation so the assigned agent or team gets a WhatsApp alert when a lead is created or a chat is assigned.
  • Internal vs customer: Use WhatsApp Notification for internal alerts only; for messages to the contact in the chat, use the WhatsApp actions (Send Message, Send Template, etc.) in the same automation.