The Send a Notification action allows automations to send real-time, in-app messages directly to workspace members via the SmartSuite Notification Center.
Use this action to keep your team informed about record changes, important conditions being met, or any key updates — all without sending an email.
📘 Overview
The Send a Notification action lets you send messages triggered by automation events such as:
When a record is created
When a record is updated
When a record matches a condition
Or any custom trigger you configure
Each notification appears instantly in the recipient’s Notification Center, making it ideal for lightweight, in-context communication.
⚙️ Configuring the Action
Action Name
SmartSuite: Send a notification
Description
Send an in-app message that appears in the SmartSuite Notification Center for one or more workspace members.
Add the Action
From the list of SmartSuite Actions, select Send a notification to add the action to your automation workflow:
🧩 Configuring Action Inputs
Once the Send a notification action has been added, you can configure it's parameters. There are two settings: Send To and Message.
Send To
Required: ✅ Yes
Control Type: Select Value
Purpose: Define who should receive the notification.
Accepted Values:
Static entries such as user names or emails
Example:
artem@smartsuite.com,Peter NovoselDynamic fields referencing workspace data:
Email, Assigned To, Lookup, Linked Record, or Formula fields
This flexible setup means you can target a single user, a group, or dynamically route messages based on record data.
Message
Required: ✅ Yes
Control Type: Select Value
Purpose: Define the content of the notification.
Formatting: The content of notifications is plain text only. Note: SmartDoc formatting is not supported at this time.
Automatic Defaults:
SmartSuite automatically provides a default message based on the automation trigger:
Trigger | Default Message |
Record created | “Record has been created by {First Created By}.” |
Record updated | “Record has been updated by {Last Updated By}.” |
Record matches condition | “Specified condition has been matched.” |
Other triggers | (empty) |
You can override the default message with your own custom text.
🧠 Message Context & Formatting
When record context is available, the message includes references to the triggering record and application:
An automation for record {Trigger Record Name} from {Trigger App Name} sent a message: {Custom Message}.
When record context is not available, the message uses a simplified version:
An automation sent a message: {Custom Message}.
If your message exceeds the maximum length, SmartSuite automatically truncates the excess text.
🔄 Related Changes to “Send Email” Action
With the introduction of Send a Notification, the Send Notification block has been removed from all newly created Send Email actions.
The Send a Notification action helps your automations communicate instantly and effectively — keeping teams informed and aligned directly inside SmartSuite, without relying on email alerts.