Notify Step

Send an internal notification via email, Slack, Teams, or Webex.

The Notify step sends an internal notification via email, Slack, Microsoft Teams, or Webex — to a channel or room, to specific email addresses, or directly to the lead's assigned sales rep. Use it to alert your sales team when a lead takes a specific action — for example, when an assigned lead schedules a meeting, a high-value lead completes a form, or a lead replies to a workflow email.

The Notify step configuration panel with Slack channel and message.

Configuration

Platform

Choose Slack, Microsoft Teams, Webex, or Email. Slack, Teams, and Webex require the corresponding integration enabled under Settings > Integrations; email notifications need no integration and are sent from Spara.

Channel / Room (Slack, Teams, and Webex)

Select the channel, team, or Webex room to post the notification to. The available options are loaded from your connected workspace. Optional when Direct Message is enabled.

To and Subject (Email)

Enter one or more recipient email addresses, separated by commas. The subject line is optional and supports variables (see Guide: How to Use Spara's Text Editor), just like the message.

Direct Message / Assigned sales rep

Check Assigned sales rep to notify the lead's assigned sales rep directly — a direct message on Slack or Teams, or an additional recipient on email. Webex supports room notifications only, not direct messages. The assigned rep comes from your connected CRM (Salesforce or HubSpot); for direct messages, the rep must have a matching account in your workspace. You can combine this with a channel or other recipients — the notification is sent to all of them.

At least one destination — a channel or room, an email recipient, or the assigned sales rep — must be selected.

Message

Write the notification message. Supports variables: use the Insert menu (⚡) to insert lead data.

Use the Preview button to see how the message renders with sample data.

Global notification settings

The Notify step is best for targeted, conditional alerts: notifications that should only fire when leads match specific workflow criteria. For account-wide alerts that fire every time a lead event occurs (such as deanonymization, enrichment, or emails sent), use the global Notifications settings instead.