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Notifications

Manage how and when you receive notifications from Expedify.

Notification Channels​

Choose how you want to receive notifications:

  • In-App: Browser notifications while using Expedify
  • Email: Notifications sent to your email address
  • Mobile Push: Push notifications on mobile devices
  • Desktop: Desktop notifications when app is open

Notification Types​

Configure which events trigger notifications:

CRM Notifications​

  • New contact assigned to you
  • Deal stage changed
  • Task assigned or due soon
  • Contact updated or activity logged
  • Company updates

Workflow Notifications​

  • Workflow execution completed
  • Workflow failed or errored
  • Human-in-loop approval needed
  • Workflow triggered by your actions

Team Notifications​

  • Mentioned in comments
  • Task assigned by team member
  • Team member shared item with you
  • New team member joined

System Notifications​

  • Account security alerts
  • Billing updates and invoices
  • Integration connection issues
  • System maintenance notices

Notification Preferences​

Set notification frequency:

  • Real-time: Instant notifications as events occur
  • Daily Digest: Summary email once per day
  • Weekly Digest: Summary email once per week
  • Off: Disable specific notification types

Do Not Disturb​

Silence notifications during specific times:

  • Quiet Hours: Set start and end times
  • Days: Choose which days to apply quiet hours
  • Exceptions: Allow critical notifications (security, billing)

Managing Notifications​

  1. Go to Settings → Notifications
  2. Toggle notification channels on/off
  3. Configure notification types
  4. Set digest frequency
  5. Click Save Preferences

Email Notification Settings​

Control email notification behavior:

  • Group Notifications: Combine similar notifications
  • Unsubscribe Links: Include unsubscribe option
  • Email Format: HTML or plain text
  • Frequency Cap: Maximum emails per day

Mobile Notifications​

Configure mobile app notifications:

  • Badge Count: Show unread notification count
  • Sounds: Enable notification sounds
  • Vibration: Enable vibration alerts
  • Lock Screen: Show on lock screen

Best Practices​

  1. Enable Critical Alerts: Always allow security and billing notifications
  2. Use Digests for Non-Urgent: Reduce email overload with daily/weekly digests
  3. Set Quiet Hours: Avoid after-hours disruptions
  4. Review Regularly: Adjust preferences as your workflow evolves

Troubleshooting​

Not receiving notifications?

  • Check your email spam/junk folder
  • Verify email address is correct in My Account
  • Check browser notification permissions
  • Ensure notifications are enabled for specific types

Too many notifications?

  • Switch to daily/weekly digest mode
  • Disable non-essential notification types
  • Use Do Not Disturb for quiet hours
  • Unsubscribe from marketing emails

Support​

Need help configuring notifications? Contact us through Settings → Support.

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