Notifications ensure you’re informed about critical updates and actions in Upflow. You can tailor these settings to your preferences. Managing NotificationsDocumentation Index
Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
Use this file to discover all available pages before exploring further.
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.
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 |