How To Use Tekmatix Internal Notifications Without Contact-Based Triggers

Introduction

Managing internal alerts shouldn’t require “dummy contacts” or extra workarounds. With Tekmatix’s latest update, Internal Notifications (in-app, email, or SMS) now work even if no contact is enrolled in a workflow.

This means your team can be notified about important operational events — like webhooks, marketplace triggers, or task completions — without needing a contact record.

Why This Matters

Before this update, many teams had to:

• Create “dummy contacts” to send alerts.
  

• Add unnecessary workflow steps just to notify team members.
  

Now, you can:

• Alert the right people instantly — even when a contact doesn’t exist.
  

• Keep your notifications inside the same workflows you already use.
  

• Improve automation for back-office, fulfillment, and system-to-system tasks.
  

How It Works

1. In-App Internal Notifications

• Works with or without a contact.
  

• Compatible with webhook, marketplace, and other event-based triggers.
  

2. Email Notifications (To field)

• All Users: Sends to all team members’ emails.
  

• Specific Users: Sends only to selected users.
  

• Assigned User: If a contact exists and has an assigned user → send. If not → skipped.
  
  

3. SMS Notifications (To field)

• All Users: Sends to all team members’ saved phone numbers.
  

• Specific Users: Sends only to selected users.
  

• Assigned User: If a contact exists and has a valid assigned user phone number → send. If not → skipped.
  

How To Set It Up

1. Create or open a workflow with a webhook or marketplace trigger (e.g., ClickUp task created).
   

2. Add an Internal Notification step and choose:

   • In-App
     

   • Email
     

   • SMS
     

3. Select Recipients:

   • All Users
     

   • Specific Users
     

   • Assigned User (only works if a contact exists)
     

4. Save and publish.
   

5. Optionally combine with other workflow actions (e.g., Assign User, create task, webhooks) for a complete automation.

Use Cases

1. Task Automation Alerts

• Scenario: A ClickUp task is created by an external form.
  

• Workflow:

  • Trigger: Webhook → Task Created
    

  • Action: Internal Notification → Send SMS to fulfillment team
    

• Result: The team is instantly notified even though no contact record exists.
  
  

2. Marketplace App Updates

• Scenario: An external marketplace app signals a “project completed” event.
  

• Workflow:

  • Trigger: Marketplace event received
    

  • Action: Internal Notification → Send in-app notification to project manager
    

• Result: No need to create a dummy contact just to alert the right user.
  
  

3. Back-Office Operations

• Scenario: Finance system sends a webhook when a new invoice is paid.
  

• Workflow:

  • Trigger: Webhook → Invoice Paid
    

  • Action: Internal Notification → Send email to accounting team
    

• Result: Accounting team gets real-time alerts without extra CRM clutter.
  
  

Sample Scenario: Internal Alerts for Fulfillment Team

Imagine your agency uses Tekmatix + ClickUp.

1. A client fills out a service request form.
   

2. Tekmatix creates a new task in ClickUp.
   

3. The external system confirms “task created.”
   

4. Tekmatix workflow sends an Internal Notification (in-app + email) to your fulfillment manager — without needing to attach the client as a contact in the workflow.
   

✅ Result: Faster communication, fewer manual steps, no more dummy contacts.

FAQs

Q: Do I need a contact in the workflow to send notifications?
No. Notifications now work with triggers that don’t involve contacts.

Q: Can I still send to “Assigned User”?
Yes, but only if a contact exists with an assigned user. If not, Tekmatix skips this step.

Q: What channels are supported?
In-app, email, and SMS notifications.