How to Create & Disable Notifications

Automate notifications with triggers and discover several ways to disable them.

Last updated 2 days ago

This guide covers setting up notifications (actions) based on triggers for your emails. It includes selecting events, recipients, and message formats. It also explains disabling options, which is ideal for migrations from other platforms to Upmind.

Access the automation page

  1. Log in to Upmind.

  2. Go to Settings > Actions under Automation.

This opens the Automation page with Actions and Triggers tabs.

Settings > Automation > Actions

Review existing actions and triggers

Actions tab

Click the Actions tab to view all notifications (20+ defaults and custom actions, including Slack integrations). Click channel icons to see a list of all actions associated with that notification channel.

Actions tab

Triggers tab

Click the Triggers tab to browse 30+ categories, each with multiple specific events (e.g., 2–10+ per category).

Triggers tab

Create a new action

  1. Select Actions tab > Add action.

  2. Toggle Enabled ton ON. (Default)

  3. Name the action and choose a channel.

Create action

Add a trigger

  1. Click the trigger field, search if needed, and select one.

Add trigger

  1. Save. You can now manage the conditions of your trigger.

Manage conditions

📘 The Manage Condition button will only appear after you save the action template.

Select recipients

Choose Who do you want to notify? from the options.

Choose who to notify

📘 The list of options varies with the notification channel and your current configuration.

Example: There is only one option (Brand) for Slack.

Build the template

  1. Scroll to Template and create the message with Twig syntax for variables.

  2. Click Save.

Insert Twig syntax

Upmind sends the message when the trigger event occurs (e.g., Slack alert for ticket replies).

Final message

Edit or delete actions

  1. Go to the Actions tab.

  2. Click the three dot icon next to an action.

  3. Here you can view to Edit or Delete it.

View or delete

Disable notifications

If you want to stop notifications from being sent to your clients, there are three methods you can use:

For a specific client

  1. Go to Clients > Client Profile > Settings > Profile.

  2. Toggle Disable Email Notifications.

Disable email notifications

Per action

  1. Go to Settings > Actions.

  2. Choose an action and toggle Enabled to OFF.

Disable action

All notifications (Custom SMTP)

You can set up fake credentials in Custom SMTP to disable notifications.