Notify a user

Notify a user sends an in-app and email notification to one or more users. Unlike the salesperson notification, this action accepts a dynamic user ID from a previous step, making it useful in account templates where the recipient isn't known in advance.

How it works

1. The automation reaches the Notify a user step
2. You select a notification type and configure the message content
3. The step sends both an in-app notification and an email to the target user(s)
4. 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 user
3. Configure the fields:

Notification type

Field	Required	Description
Notification type	Yes	The priority level of the notification. Options: Generic (standard notification) or High priority (elevated visibility).

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.
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.

tip

The Users field accepts a dynamic user ID from a previous step via Add dynamic content. This is especially useful in account templates — use a Get my team member step to look up the right person, then pass their ID into this notification so the same automation works across every account.

Outputs

This action produces no outputs available to downstream steps.

Related resources

• Actions overview — Browse all available actions
• Notify a salesperson — Notify salespeople assigned to the account
• 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