Customizing a Matching Records Event Notification

For this example, we want to build an event notification for our sales team that informs them about a new opportunity that is valued at over $100,000. Since we started with an existing integration, our data source is pre-populated.

Note:

This process assumes you added a microapp to an existing integration. For more information about adding a microapp, see Add a microapp.

Add the notification

Let’s build an event notification. First we need to add a notification.

  1. From the Integrations page, select the microapp to which you want to add the notification.
  2. Select Create New Notification at the bottom of the page.
  3. Give the Notification a name.
  4. Select your desired event trigger.

    New notification

    For this example, let’s select a Matching Record type.

  5. Verify the data source and select your data table.

    For this example, let’s select Opportunity Record as the base table for our notification.

  6. Select Add.

The new notification is added to the Notifications list and is ready to be configured. The Notification Editor opens, and should look like this:

New event notification

Customize the event

Define the event trigger for your notification. We need to define the interval that this event is searched for, the condition that triggers the event, and who is notified of this event.

  1. Select the menu under Check at this Interval and choose when records are compared:

    • Manually
    • After Data Sync

    For this example, let’s select After Data Sync.

  2. The For when there is a panel is automatically populated. Verify the settings.

  3. Select + ADD CONDITION, under the Where the panel, and add the condition to trigger the event. For this example, we’ll set the constraints as shown in the following screenshot to populate the table with opportunities valued at over $100,000.

    Notification condition

    Note:

    You can define as many conditions as you need. If you have more than one condition, you must specify if one condition must match, if all conditions must match, or you can specify another logical expression.

  4. Select the menu under Trigger the event and choose how often you want this event to trigger a notification:

    • Every Time
    • The First Time

    For this example, let’s select The First Time.

  5. Select the menu under And notify and choose who will receive this notification:

    • All Subscribers
    • User Group
    • User

    Important:

    You must be sure of the notification intended targets otherwise you can send information to the wrong audience.

    For this example, let’s select All Subscribers.

Customize the feed card

Notification card design

Customizing a Matching Records Event Notification