Workflow Action: Internal Notifications in Sparkforge

Internal Notifications fire alerts to your team from inside a workflow. Use them when a new lead lands, a high-value purchase clears, or a pipeline stage changes — anywhere the right person needs to know now.

Some notification types can run in contactless workflows where no contact record exists.

What you can do with it

• Real-time alerts: notify team members the moment a workflow trigger fires.
• Multi-channel: email, in-app notification, SMS, or WhatsApp.
• Role-based targeting: send to individual users, roles (for example, all admins), or specific teams.
• Accountability: the right person sees lead and task assignments without checking a queue.
• Templates and dynamic fields: reuse content and personalize with custom values.

Set up an Internal Notification

1. Open the Workflow Builder

1. Go to Automation in the left menu.
2. Click + Create Workflow in the top-right and choose Scratch, Template, or Recipe.

2. Add the Internal Notification action

1. In the workflow, click the + button to add an action.
2. Scroll to Send Internal Notification and select it.
3. Enter a clear Action Name, for example, "Notify Sales Team — Email."

3. Pick the notification type

Choose from Email, In-App Notification, SMS, or WhatsApp based on how the recipient should be alerted.

Email notifications

• From Name: the display name in the recipient's inbox. Use the tag icon to insert custom values.
• From Email: the sending address. Leave blank to use system defaults.
• To User Type: admins, assigned users, or specific roles.
• CC / BCC: add stakeholders. Each entry counts as a separate email.
• Subject: required unless your template defines one. Custom values supported.

Email content

• Templates: pick a pre-built email template, then customize as needed.
• Message: write or edit the body. Toolbar for formatting, tag icon for dynamic values.
• Write with AI: generate a draft you can edit.
• Add Attachment: include files like documents or contracts.

In-app notifications

In-app alerts show under the bell icon inside Sparkforge. Best for quick updates that do not warrant an email.

• Title: short header. Custom values supported.
• Message: brief, actionable body content.
• Redirect Page: the screen the user lands on when they click the notification (for example, a contact record).
• To User Type: roles, assigned users, or teams.

SMS notifications

Use SMS for urgent or time-sensitive alerts.

• To User Type: admins, assigned users, or teams.
• Templates: pre-built SMS templates or write custom.
• Message: short and clear. Tag icon for custom values, Write with AI for drafts.
• Add Attachment: attach files directly.
• Add Files via URL: paste a file URL and click + Add.
• Test Phone Number: enter a number with country code and click Send Test SMS to preview.

WhatsApp notifications

WhatsApp is best for real-time, conversational team updates.

• To User Type: admins, specific roles, or assigned users.
• Templates: pick an approved WhatsApp template to maintain compliance and consistency.

Picking the right channel

• Email for detailed updates with attachments.
• In-App for quick alerts inside Sparkforge.
• SMS for urgent updates that need eyes immediately.
• WhatsApp for chat-style team communication.