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Create a notification (viewed from the top right menu pills) from a BPM

It would be great that we can use the BPM to create a notification for a specific user within a BPM.

It is a nice way to notify someone that is working a lot within the CRM, better then an email.

Frédéric Rinaldi
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  • Hi  ,

    One of the main features of our Upsert Notifications plug-in does exactly this! You can define multiple notification templates to be used in SugarBPM and you choose the alert level for each notification template. Our custom BPM action gives you the option to send a notification to a number of dynamic options including the modifying user, the process user, all users associated with the team(s) on a record, and more. To help give context to the recipient, the notification is flex related to the record that triggered the BPM:

    Let me know if you would like a demo of our product.

    Thanks!

    Chris

Comment

  • Hi  ,

    One of the main features of our Upsert Notifications plug-in does exactly this! You can define multiple notification templates to be used in SugarBPM and you choose the alert level for each notification template. Our custom BPM action gives you the option to send a notification to a number of dynamic options including the modifying user, the process user, all users associated with the team(s) on a record, and more. To help give context to the recipient, the notification is flex related to the record that triggered the BPM:

    Let me know if you would like a demo of our product.

    Thanks!

    Chris

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