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What types of alerts are available in Pipefy?
These alerts are a great way to help you control your activities' SLA and can also be used to trigger automation actions.
Assuming they have email notifications enabled, they'll be notified in their registered email address, otherwise, they'll only be notified via the in-app notifications (bell icon).
Overdue alert: A notification is generated when the card exceeds its due date. The date displayed in the cards (both closed and open card view) gets highlighted yellow when the due date is close and red once it’s past.
Late alert: The late alert is set up inside the phase settings. It's displayed directly on the card (both closed and open card view) when the established maximum lead time for a specific phase is exceeded;
Expired alert: The expired alert is set up in the pipe settings. It's also displayed directly on the Card when the card exceeds the maximum lead time for the entire pipe.
Users are able to easily visualize the amount of late/expired cards in a phase by the yellow/red rectangles displayed right next to the phase’s name, with the number of cards with the alert on each phase.
Important! Once a card becomes late/expired, changing the phase/pipe settings won't remove the alert. The new settings will only be applied for cards created/moved to the phase after they're saved.
As you can notice, pipe alerts can be useful in many scenarios. Here are some examples of how you can use this feature in your department:
By customizing alerts to your Customer Support or Customer Onboarding pipes, the team can easily track their deadlines and never leave a client waiting for an answer.
Customize pipe alerts to keep track of a candidate's progress, don't leave them waiting for a response, and ensure that they receive feedback in the promised time.
You can also set due dates or late alerts to track the new employee's journey in the company and easily manage their participation in presentation meetings or handoffs.
Ensure your team doesn't deal with taxes or financial penalties by creating late alerts and allow your team to identify the nearest payment deadlines.
Pipefy's expired alerts also ensure that the Accounts Payable or Purchase Process teams keep on track of their SLAs (Service Level Agreement), and send the documents to suppliers, customers, or third-parties in time.
Also, you can set a pattern deadline for the whole Marketing Requests pipe through expired alerts to heads-up all the Marketing team when a request surpasses an estimated time.