Skip to main content

Creating and configuring alerts

How to create an alert and assign it to your existing workflow

Written by Luis Fonseca
Updated over a month ago

Creating an alert in the online portal

  • Click the Gear icon in the top-right corner

  • Go to Alerts Setup and click on +Create Alert Rule

  • Enter a name and description for the alert and select the people you wish to receive this alert and how you would like them to receive the alert.

  • You can also edit an existing alert by clicking on that alert, making the changes, and clicking on Save.

Assigning a created alert to an existing workflow

  • Click the Gear icon in the top-right corner

  • Go to Flow Editor and click on the flow you wish to assign the alerts to.

  • Click on the bell icon on the results where you wish to assign the alert to and select the alert that you wish to assign to that Result

  • Once the alerts have been configured, please click on Save and click on the back arrow to go back to the Flow Editor

If you have questions, please contact support by:

Using chat feature at the bottom right of page

Calling 800.883.8822

Monday-Friday, 7AM - 5PM PST

Did this answer your question?