Event-based notifications and actions
This article answers the following questions:
- How to get notified by email when a new lead is created?
- How to get notified by email when anything happens to a lead?
⚠️ Only available in the Expert & Dream Team Editions
It is very important to be able to fire actions when some precise events happen so you can further streamline your sales process. For example, you might want to be notified when a lead is won or created.
You might also want to send an email to the accounting staff when a lead is won…
This can be done through the notifications (the information is then sent by email) in the Admin panel > Lead update notifications, or by using Webhooks via our API. Webhooks will be fired when a lead is created, when the status of a lead changes, or when the lead moves from one step of the pipeline to another. The data is then sent in a JSON format to any URL you specify. It’s a very powerful way to create a process and connect your IT with noCRM.
Available trigger events
- lead.status.changed.to (won|to-do|standby|lost|cancelled)
- new lead.unassigned
You can check the technical Webhooks documentation here: https://youdontneedacrm.com/api#webhooks