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What can we help you with?
Audience: Customer
Module: Messages & Notifications
Time to read: 4 minutes
Applies to: All plans
Quick answer
Notifications are triggered automatically when specific events or conditions occur in the app.
Common triggers
Examples include:
• A deal moving to a new stage
• A task becoming overdue
• A project milestone being reached
• An invoice being issued or overdue
Automation and notifications
Some notifications are:
• System-generated
• Triggered by automation rules
Common mistakes
• Creating too many triggers
• Triggering notifications without clear purpose
Best practice
Every notification should answer: What should I do next?
Related articles
• How do automation rules trigger notifications?
• How do I manage notification preferences?