Customize my Profile Notifications - Upflow

Notifications ensure you’re informed about critical updates and actions in Upflow. You can tailor these settings to your preferences. Managing Notifications

Types of Notifications

Email Notifications: Receive alerts in your inbox for important events, such as overdue invoices or assigned actions.
In-App Notifications: Get updates directly within Upflow for real-time alerts on your dashboard.
Slack Notifications: Receive updates in a dedicated Upflow Slack channel.

Choose your preferred channel(s) for each notification.

Important

Your notification preferences will be reflected in your profile, in all organizations you’re part of, but only apply to you.

What notifications do I need?

Name	Can it be disabled	Description	Frequency	Recipients
Weekly Updates	🟢	Every week, on Monday, mention the amount collected last week and the number of actions performed.	Weekly Mondays	All finance users
Actions to perform	🟢	Every week, on Tuesday, mention the number of actions to do for each user.	Weekly Tuesdays	All users included in the workflow
Mention	🟢	You have been mentioned in customer or invoice notes by team members.	When triggered	Mentioned User
Promise to pay	🟢	A customer has made or updated a promise to pay.	When triggered	Assigned users, Finance users
Invoice dispute	🟢	A customer has made or updated dispute information.	When triggered	Assigned user, Falls back to Finance users
Delivery failure notice	🟢	Delivery failed because at least one recipient has an invalid email, phone number, or postal address.	When triggered	Action Owners
Email reply	🟢	When a reply is imported in the timeline, if it’s coming from an action, we notify the action sender.	When triggered	Action Owners
Letter delivery success	🟢	A registered letter you sent has been received.	When notified by our provider	Action Owners
Autopay	🟢	Updates on Autopay processing.	When triggered	Assigned user or Finance users
Integration disconnected	🟢	One of your integrations was unexpectedly disconnected.	When triggered	All admin users from said organization
Data import failure	🟢	File import is finished.	When triggered	User who performed the import

Any additional questions on the Profile section or notifications? Submit your request at the top of the screen!

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