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Notification Rules
Configure automated notification rules for your organization
Status:AllActive OnlyInactive Only
Workspace:ContractsEmployeesInventoryInvoicingSchedulingTask Management

Lease Expiring Soon

Notify 30 days before a lease agreement expires

ContractsContractDate Approachingreminderhigh

Template:

Lease Expiring Soon: {{unitName}}

Triggered 0 times

Task Assigned

Notify user when a task is assigned to them

Task ManagementTaskAssignment Changedactionmedium

Template:

New Task Assigned: {{title}}

Triggered 0 times

Invoice Overdue

Notify when an invoice is 7 days overdue

InvoicingInvoiceDate Passedalerturgent

Template:

Invoice Overdue: {{invoiceNumber}}

Triggered 0 times

Urgent Maintenance Request

Notify operations team when an urgent maintenance request is created

InventoryMaintenanceCreatedalerturgent

Template:

Urgent Maintenance: {{title}}

Triggered 0 times

Timesheet Needs Approval

Notify manager when timesheet is submitted for approval

EmployeesEmployeeApproval Requiredactionmedium

Template:

Timesheet Approval Required

Triggered 0 times

Contract Renewal Reminder

Notify 60 days before contract expires

ContractsRenewalDate Approachingreminderhigh

Template:

Contract Renewal: {{contractName}}

Triggered 0 times

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