How to get notified using Update Notification in Opportunities App in Apptivo?

Updated on March 16, 2020 04:44AM by Admin

Opportunities App in Apptivo allows you to generate notifications for changes made to the Opportunities. You need not keep a tab of each record. Instead, you can get notified automatically using the Update Notifications feature whenever changes are made.

  • Go to Settings → Notifications → Update Notification in the Opportunities App. Here, select Create to create a new notification.

  • You will be redirected to the Create Notification Page.
Create Notification

  • Enter the values for the fields mentioned in the Create Notification Page.
  • Name: Add a name for the notification.
  • Description: Give brief information on the notification.
Basic Information

From Address: Opportunities App offers two types of “From Addresses”:

  • Static: You can enter a default email address here.
Static From Address

  • Dynamic: You can choose the email address from the list of employees or teams.
Dynamic From Address

  • Here, I have chosen a Static email address.

To set up custom notifications, it is mandatory to define three fields:

  • Criteria
  • Message
  • Recipients


  • The criteria field determines the condition when the notification has to be generated.
  • Under the group, you can determine whether the notification is for the “New” or “Old” set of attributes.
  • Now. Choose an attribute from the “Insert Attribute” dropdown. If needed, you can add more than one attribute by selecting ”Add Condition”.

  • Here, the criteria are set to send a notification when the Sales Stage is changed to Qualification.
  • Now, the criteria are set.


  • You can add a subject and detailed description of the message that is to be conveyed to the recipients In the Message field.

  • You can customize your message using the Widgets and Attributes provided by Apptivo.


  • In the recipients’ field, you can customize the email recipients. There are two types of Recipient Lists.

Associated Object

  • It allows you to choose the recipients from a list of values. You can choose Customer, Contact, Assigned To, Created By, and Modified By as recipient lists and click Create.
Associated Object

Static List

  • It allows you to add your own recipients and click “Create” to complete the process.
Static Recipient

  • Here, I have chosen a Dynamic list and selected Create. A new notification is created.

Consider the value of the Sales Stage is changed to Qualification in an Opportunity.

  • You can see that a notification is sent to the email mentioned in the dynamic list as a recipient.