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Templates · Notifications

Multi-Channel Notification — your CRM Workflow Template

Fan a single event out to email, SMS, in-app, and a task at once.

Best for: Ops-heavy teams, agencies, support desks.
The prompt
Paste this to your AI (Claude, ChatGPT, Cursor) once your MCP is connected.
Build a Multi-Channel Notification workflow in my your CRM: on the trigger event, split into parallel branches — email my internal team, SMS the on-call rep, create a task, and send an in-app notification.

How it works

  1. 1
    Trigger on the event you care about (form, purchase, tag added).
  2. 2
    Split into parallel branches.
  3. 3
    Branch A: send an internal email.
  4. 4
    Branch B: send an SMS to the on-call team.
  5. 5
    Branch C: create a task in your CRM.
  6. 6
    Branch D: send an in-app notification.
Ready to ship this in your CRM?

Connect your account, paste the prompt, done.

Connect your CRM

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