Improved
Send Automation Alerts to the Right Team Member
Notify a User can take a dynamic user reference from an earlier step instead of always alerting the same person.
Products:Automations, CRM
What’s New
The Notify a User action accepts a dynamic user ID produced by a preceding automation step.
Why It Matters
Lead owners, assigned salespeople, and other responsible users can receive the right alert without separate hard-coded workflows for every person.
What’s Included
- Dynamic recipient selection from earlier workflow data.
- Support for any preceding step that returns a user reference.
- The renamed Notify a User action in the builder.
How to Use It
- Open GREENstick Business App → Automations and choose a workflow.
- Add Notify a User after the step that supplies the intended user.
- Insert the dynamic user ID into the notification recipient field.
Availability
Available Now
Affected Customers
Businesses using automations to notify record owners or assigned team members.
Action Required
Replace fixed notification recipients where dynamic ownership is appropriate.
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