Notifications Based on the Result of a Formula

1. Go to Notifications > New notification.

2. Give your notification a name.

3. For the trigger, choose Send notifications based on > The result of a formula.

4. Choose a formula. The notification will look for triggers based on this formula.

We recommend adding at least one filter, or the notification will trigger each time your formula updates.

Here are some filtering examples:

• The number of won deals is 30 or more (formula result > 29)

• You've made 50 outbound calls (formula result = 50)

• Your revenue passes 10 000 (formula result > 9999)

• The number of open support tickets is 10 or less (formula result < 11)

You can limit how often the notification gets sent out. Here's how the notification triggers in general:

• Filter added: Notification triggers when filter condition is met.

• No filters added: Notification triggers when formula result gets updated.

The limit will apply in accordance with the option you've chosen under Compare to formula result:

For example, if your Compare to formula result is set to For each selected team and you limit the notification to Once per day, the notification will trigger once a day for each of the selected teams separately.

Plecto will look for notification triggers starting from this date and time based on the default date field in your data source.

Plecto automatically adds the date and time in this field, which is the moment you have created the notification. So make sure to adjust it if necessary.

For example, if you enable the notification from the 1st of January 2023, all formula results detected on or after the 1st of January can trigger the notification. This allows you to make sure that updates in older registrations do not trigger the notification.

For example, if your goal is 10 meetings, this is where you decide if Mike and Sharon should secure 10 meetings together or if they should book 10 each.

• For each employee on the selected teams. The result gets calculated for each employee individually. Add all the teams whose members should trigger the notification. Sub-teams will not trigger the notification if only the parent teams are added.

• For each selected team. The result gets calculated for each team separately. If any team matches the filter condition, the notification will trigger for those teams. Once again, make sure to add all the teams to the notification because sub-teams will not trigger if only the parent teams are added.

• For all selected teams combined. The result gets calculated for all teams together. Once the total result matches the filter criteria, the notification will trigger. It's enough to add the parent teams here – the sub-teams will be included even if they aren't added.

• For each selected employee. Add specific people to the notification. If you deactivate an employee profile, Plecto will automatically remove them from the notification. However, if you reactivate it, you need to manually add the employee back to the notification.