Notification Step

Send email and SMS notifications to users, admins, or external parties at any point in your workflow.

The Notification step sends one or more email or SMS messages during a workflow. Use it to confirm a submission, alert an admin, or notify a participant that their action is required. You can attach files or workflow-generated documents to email notifications.

Notifications

A Notification step contains an ordered list of notification payloads to send.

nametyperequireddescription
labelstringnoAn optional internal label for this notification.
emailConfigobjectnoEmail payload to send. See Email below.
smsConfigobjectnoSMS payload to send. See SMS below.

Each notification item must include exactly one of emailConfig or smsConfig — not both.

Email

nametyperequireddescription
recipientsarray(string)yesOne or more recipient email addresses.
fromstringyesSender email address.
replyTostringyesReply-to email address.
subjectstringyesEmail subject line.
messagestringyesEmail body content.
attachmentsarrayyesFiles to attach. See Attachments below.

Attachments

nametyperequireddescription
filestringyesFile identifier or handle.
outputNamestringnoFile name as it should appear to the recipient.

SMS

nametyperequireddescription
recipientsarray(string)yesOne or more E.164-formatted phone numbers.
messagestringyesSMS body content (keep concise for best deliverability).

Examples

Let's start with a simple email-only notification sent when a form is submitted.

{
  "notifications": [
    {
      "label": "Submission Confirmation",
      "emailConfig": {
        "recipients": ["[email protected]"],
        "from": "[email protected]",
        "replyTo": "[email protected]",
        "subject": "New submission received",
        "message": "A new form was submitted. Please review.",
        "attachments": []
      }
    }
  ]
}

Here's an email notification with file attachments included.

{
  "notifications": [
    {
      "label": "Submission Confirmation",
      "emailConfig": {
        "recipients": ["[email protected]", "[email protected]"],
        "from": "[email protected]",
        "replyTo": "[email protected]",
        "subject": "Submission received",
        "message": "Thanks for your submission. Your receipt is attached.",
        "attachments": [
          { "file": "file_123", "outputName": "Receipt.pdf" },
          { "file": "file_456", "outputName": "Details.txt" }
        ]
      }
    }
  ]
}

To send an SMS instead, use smsConfig in place of emailConfig.

{
  "notifications": [
    {
      "label": "Submission Alert",
      "smsConfig": {
        "recipients": ["+15551234567"],
        "message": "We received your submission. Check your email for details."
      }
    }
  ]
}