Notify a salesperson

Notify a salesperson sends an in-app and email notification to one or more salespeople associated with the account. You can target the assigned salesperson, additional salespeople, or specific team members by name. This action is available on account-scoped triggers.

How it works

1. The automation reaches the Notify a salesperson step with an account in scope
2. You choose which salespeople to notify — assigned, additional, or specific individuals
3. The step sends both an in-app notification and an email using the content you configure
4. The notification includes a customizable message, subject line, and link
5. The automation continues to the next step

Set up the action

1. Open the automation builder and add a new step
2. Under Notifications, select Notify a salesperson
3. Configure the fields:

Recipients

Field	Required	Description
Salespeople	Yes	Who to notify. Options include Assigned salesperson, Additional salespeople, or specific team members selected by name. You can combine multiple selections.
Job title	No	Filter recipients by job title. Only available when Assigned salesperson or Additional salespeople is selected — disabled when specific individuals are chosen.

Notification content

Field	Required	Description
In-app message	Yes	The text displayed in the in-app notification.
In-app link	Yes	The URL the notification links to when clicked in-app. Defaults to the account details page.
Email subject	Yes	The subject line of the email notification.
Email message	Yes	The body of the email notification. Supports rich text formatting.
Email button text	Yes	The label on the email's call-to-action button.
Email link	Yes	The URL the email button links to. Defaults to the account details page.

tip

Use Add dynamic content in any text or link field to insert values from a previous step — for example, the account name or a specific record URL. You can use {{business_id}} in link fields as a placeholder that resolves to the account's ID at runtime.

Outputs

This action produces no outputs available to downstream steps.

Tips

• Job title filtering only works with role-based selections — if you select a specific individual by name, the Job title field is disabled because it's unnecessary.
• Both in-app and email are always sent — you cannot send one without the other in this action.

Related resources

• Actions overview — Browse all available actions
• Notify a user — Send notifications to specific users
• Notify all account users — Notify every user on the account
• Logic & flow control — If/else branches, delays, and jump steps
• Creating and configuring automations — Build and configure workflows