Alert Your Team with the Internal Notification Action

Send Internal Notification tells your own team about something that just happened, by email, in-app alert, SMS or WhatsApp. It is for staff, not for contacts.

Pick a notification type

• Email: set From Name, From Email, To User Type, optional CC/BCC, a Subject, and the message or a template. Write with AI and attachments are available.
• Notification: an in-app alert under the bell icon with a Title, a Message and a Redirect Page, such as the contact record or opportunity.
• SMS: choose recipients, then write or select a template.
• WhatsApp: alerts through your connected number.

Recipients

Choose All Users, Particular Users, roles or teams, or Assigned User. The assigned user option only sends when the contact exists and has an assigned user, and has a valid phone number for text alerts. Otherwise the step is skipped and the workflow continues. People listed in several categories get only one copy.

Set it up

1. Click + in the builder and choose Send Internal Notification.
2. Name it, such as "Notify sales team by email".
3. Choose the type and fill in the fields.
4. Save and publish.

Limits worth knowing

• Each user can receive up to 500 notifications every 5 minutes.
• CC and BCC are for email only, and each address counts as another email.
• In-app notifications can run without a contact, but contact fields may not fill in.

Good to know: If the log shows a notification as executed but nothing arrived, toggle DND off and on for that user's profile, then test again.