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Automations
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CRM AI
Route automation notifications to the right user, dynamically
Roll out account templates at scale with confidence that notifications will reach the correct contact for each workflow, from each account.
Application at scale, notification in detail
The "Notify a User" automation action (previously "Notify an Admin") now accepts a dynamic user ID from a previous automation step. Account templates rolled out at scale can finally route notifications to the right owner, instead of being hard-coded to a specific admin.
Pull the account owner, the assigned salesperson, or any user reference from earlier in the workflow, and the notification routes to that user automatically.
Why this matters
Account templates are how partners deploy fully configured accounts at scale across their client base. Notifications inside those templates were the one place the template still had to be customized per account, negating some of the value. With dynamic user IDs, notifications follow ownership the same way the rest of the template does—configure once, deploy everywhere.
Who it's for
- Partners running account templates across enterprise rollouts, reseller channels, or SMB self-signup
- Anyone running automations that should notify the user who actually owns the account, not a fixed admin
- Teams managing notifications across many accounts where ownership varies
How to access
In Partner Center or Business App, go to
Automations > [create or select an automation] > Add "Notify a User" action after the relevant preceding step > Insert dynamic user ID.
The dynamic user ID field accepts references from any preceding step that returns a user.