Workflows · Actions
Notify Me
Creates an internal notification for the workflow owner.
What it does
Sends an internal notification with the title, message, severity, and optional link you configure.
When to use it
Use it to alert yourself or your team about a lead, approval, exception, or business event.
How to use it
- 1Write a short title.
- 2Write the notification message.
- 3Choose a severity.
- 4Optionally add a link to the relevant screen.
Settings
- Title.
- Message.
- Severity: Info, Warning, or Critical.
- Optional action link.
Tips
- • Use severity to communicate urgency, not to decorate routine updates.
- • Include the customer or lead context needed to act quickly.