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Send Notification Action

The Send Notification action sends messages via email, SMS, or push notifications to customers, staff, or other recipients.

Jerome Bajou avatar
Written by Jerome Bajou
Updated yesterday

Overview

The Send Notification action sends messages via email, SMS, or push notifications to customers, staff, or other recipients.

Supported Channels

  • Email - Send HTML/text emails

  • SMS - Send text messages via Twilio

  • Push - Send push notifications to mobile apps (your staff only)


Configuration

Channel (Required)

Select the notification channel:

  • mail - Email

  • sms - SMS

  • push - Push notification

To (Required)

Recipient address:

  • Email: Email address(es) - supports multiple emails separated by commas

  • SMS: Phone number(s) - supports multiple numbers

  • Push: User ID(s) - supports multiple user IDs

Examples:

{customer.email} 
{customer.email}, {booking.customer.email}
{customer.phone}
{user.id}

Subject (Required for Email)

Email subject line. Supports variables.

Example:

Booking Confirmed - {booking.id}

Body (Required)

Message content. Supports:

  • Variables

  • HTML (for email)

  • Plain text (for SMS)

Example:

Hello {customer.name},
Your booking for {booking.product.title} on {booking.date} has been confirmed.
Thank you!

BCC (Optional, Email only)

Blind carbon copy email addresses. Supports multiple emails.

Branding (Optional, Email only)

Select a widget/branding template for email styling.

Declare Automatic Message (Optional, SMS only)

Checkbox to include a disclaimer that the message is automated (default: enabled).


Output

This action doesn't return data to the workflow context. It only sends the notification.


Examples

1. Send Confirmation Email

To: {customer.email} 
Subject: Booking Confirmed
Body: Your booking {booking.id} has been confirmed.

2. Send SMS Reminder

Channel: SMS 
To: {customer.phone}
Body: Reminder: Your booking is tomorrow at {booking_time}

3. Multiple Recipients

To: {customer.email}, {booking.provider.email} 
Subject: New Booking Body: Booking {booking.id} has been created.

Best Practices

  1. Verify recipient exists - Check email/phone before sending

  2. Use variables - Personalize messages with customer data

  3. Test formatting - Preview emails before sending

  4. Respect preferences - Check customer communication preferences

  5. Handle errors - Set up failure notifications


Related Documentation

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