Who This Is For / When to Use
Use this action if you need to:
Notify internal users about important events
Alert teams about new leads, appointments, or form submissions
Keep stakeholders informed without messaging the contact directly
Internal notifications can run even when no contact is enrolled in the workflow.
What the Send Internal Notification Action Does
This action:
Sends messages to internal users only
Supports Email, SMS, WhatsApp, and in-app Notifications
Allows multiple recipients in a single action
Supports dynamic values using custom fields
Step 1: Create or Open a Workflow
Go to Automations > Workflows.
Click Create Workflow.
Choose Start from Scratch, a template, or another workflow source.
Step 2: Add a Workflow Trigger
Click Add New Trigger.
Select a trigger such as Form Submitted, Contact Created, or Appointment Status Changed.
Configure trigger filters if required.
Step 3: Add the Send Internal Notification Action
Click the + icon below the trigger.
Open the Actions tab.
Select Send Internal Notification.
Step 4: Choose the Notification Type
Available notification types:
Email
SMS
WhatsApp
Notification (in-app)
Each type has different configuration options explained below.
Configure Email Notifications
Use Email notifications for detailed internal alerts.
Required Settings
Subject: Email subject line
Message Body: Email content (supports custom values)
To User Type: Assigned User, Particular User, All Users, or Custom Email
Optional Settings
From Name / From Email
CC / BCC: Add additional internal recipients
Configure SMS Notifications
Use SMS notifications for time-sensitive alerts.
Settings
Message: SMS content (supports custom values)
To User Type: Select one or multiple users
Test Phone Number: Optional test before saving
Multiple users can be selected without creating separate actions.
Configure WhatsApp Notifications
Use WhatsApp notifications when WhatsApp messaging is enabled.
Settings
User Type: Assigned User or Particular User
Template: Select a pre-approved WhatsApp template
Configure In-App Notifications
Use in-app notifications for alerts inside Kyrios.
Required Settings
Title: Notification title (supports custom values)
Message: Notification content
Redirect Page: Contact, Conversation, or Opportunity
To User Type: Select recipients
Step 5: Save, Test, and Publish
Click Save Action.
Click Save in the workflow header.
Use Test Workflow to verify behavior.
Toggle the workflow to Publish when ready.
Example Use Case
Scenario: Notify the sales team when a new lead is created.
Trigger: Contact Created
Action: Send Internal Notification (Email)
Subject: New Lead Added
Message: A new lead has been created. Please review the contact details.
Recipients: Assigned User and Sales Manager
Common Issues and Fixes
Notification Not Sent
Confirm workflow is published
Verify user selection and contact permissions
Check SMS or WhatsApp credit availability
Wrong Recipient Received Notification
Review To User Type selection
Confirm Assigned User is set correctly
FAQs
Can I send notifications without a contact?
Yes. Internal notifications can run even if no contact is enrolled.
Can I use multiple notification types in one workflow?
Yes. You can add multiple Send Internal Notification actions.
Do SMS and WhatsApp notifications use credits?
Yes. SMS and WhatsApp notifications consume telephony credits.