Notification
Stay informed about the status of your workflows
Introduction
Notifications in DBSync Cloud Workflow allow users to stay informed about the status of your workflows. This can be helpful for monitoring the success or failure of actions and to get real-time alerts in case of issues.
Key Operations
Channel Type: This field allows you to select the type of communication channel you want to use for receiving notifications.
Email: You will receive notifications via email.
Other options (if available): For example, SMS, Webhook, or other channels, depending on the system configuration.
Receive Notification When: This section specifies when you should receive notifications about your workflow. You can select the events that trigger a notification.
Started: Notify when the workflow starts running.
Completed: Notify when the workflow successfully completes.
Errored: Notify when the workflow encounters an error.
Functionality: This allows you to customize the types of events that should trigger notifications for your workflow. You can select one or more options to receive notifications at various stages of the workflow.
Preferred Email: This is where you specify the primary email address to which notifications will be sent.
Functionality: The notifications for the selected events (Started, Completed, Errored) will be sent to this email address. If you need to change the email address for notifications, click the pencil icon to edit it.
Salesforce API Calls Usage Limit: This field allows you to set a limit for the number of Salesforce API calls that the workflow can use.
Functionality: Enter the number of API calls that should be allowed for this workflow. Once this limit is reached, the workflow may stop making further API calls or notify the user of exceeding the limit. This helps manage and avoid hitting API usage caps in integrated systems like Salesforce.
Example: "500" means the workflow can make up to 500 API calls to Salesforce during its execution.
Add More Recipients: This field allows you to add additional email addresses to receive notifications.
Functionality: You can enter multiple email addresses here, separated by commas. This is useful if you want to notify multiple recipients when a specific event occurs in your workflow.
Example: Adding "[email protected], [email protected]" would notify both of these email addresses.
Save Button: After configuring the notification settings, you need to click this button to save your changes.
Functionality: This will save the notification configuration and ensure that the selected recipients receive notifications according to the chosen settings.
How to Set Up Notifications
Navigate to the Notification Section:
On the main dashboard, click on the Notification tab to access the configuration options.
Create a New Notification Rule:
Click on the + Add Notification Rule button to start a new rule.
Define the name of your notification rule and select the event you want to monitor (e.g., Flow Success, Flow Failure, Action Completion).
Configure Notification Triggers:
Choose the specific flow or action that will trigger the notification.
You can configure notifications for various events, such as when a flow completes successfully or when an error occurs.
Select the types of notifications (e.g., Success, Failure, Pending, etc.).
Choose Notification Recipients:
Enter the email addresses of the recipients who should receive the notifications.
You can add multiple email addresses separated by commas if more than one person should receive the alerts.
Set Notification Frequency:
You can set notifications to be sent immediately, after a delay, or based on specific criteria (e.g., only after 3 failed attempts).
Choose whether the notifications should be sent continuously or once per event.
Activate and Save the Rule:
After configuring the notification settings, click Save to activate the rule.
Your flow will now send notifications based on the configured triggers.
Additional Configuration
Email Content Customization: Customize the email body content by including dynamic information from the workflow, such as flow status or error details.
Webhook Notifications: You can also integrate with external systems by sending notifications via webhooks, rather than email, to trigger actions in external platforms.
Last updated