Step 1: Define trigger
Learn how to select the trigger type when creating a notification definition.
- Open the notification editor:
- Navigate to in the left navigation menu.
- In the NotificationCs tab, click + Add New Notification.
- Select one of the following trigger type for the notification:
Option Description On An Event Occurrence The notification will be triggered when a specific event occurs, such as Invoice Posted, Order Action Processed, or any custom event. On A Daily Schedule The notification will be triggered when the date matches the criteria of a daily-scheduled event, such as Invoice Due, Payment Method Expiration, or any custom scheduled event.