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Will ask you to fill out the fields

When you go to a certain pipeline stage, a window pops up asking for data, so you have to fill out the fields.

Reminds you of a big client

If a lead hangs at one stage, the widget alerts the responsible manager or a supervisor with a red notification that won't go away until it's closed manually. No longer will the employee say he or she didn't see it or forgot something.

Reminds you about the client and suggests that you start the appropriate revival process

In one click, you can set yourself a task, send an email to a client, move a lead to another stage, and more than 100 other processes.

This functionality is available when used in combination with our «Triggers» widget.

2. Showing messages from chats directly in notifications

When a new message comes in, the pusher will immediately show the text of the message in a pop-up window. Pictures, stickers (GIF), video with a player and audio with a player will also be shown. All of this can be viewed and listened to without going into the lead card.

Without Triggers this functionality does not work, but it is possible to notify about the very fact of a message receiving from the standard digital pipeline.

3. Inserting buttons into the notification that, when clicked, will trigger automation

Triggers with Pusher can send the user a notification with a button that, when clicked, will launch the next Triggers scenario (more than hundreds of business processes), including showing the next notification with other buttons.

For example: set the next task, close a lead, create a new company for a lead, generate a document, change the responsible person, and much more.

In the screenshot to the right is an incoming message from a client in Telegram, which is immediately displayed, and this notification allows you to perform typical actions with this lead.

Notification can be sent to several users at once. For example: all incoming messages to company accounts in messengers can be shown to several employees at once via Pusher, regardless of whether they are responsible for the contact or not. This will help not to skip dialogs on those clients, whose responsible manager is on vacation.

Set up and send notifications from the digital pipeline

1. Install the widget from the list of Kommo integrations or at the top of this page by clicking the button «Install Widget».
2. Immediately after installation, in the widget settings, select the active users who will need to receive notifications and save.
3. Go to the digital pipeline settings and add a trigger at the required stage.
4. Select the type of notification, and, depending on the type, header, text, and sound. For the pop-up, you can also choose the location, for example, depending on the importance of the message (center, left, right). You can also choose the color of the pop-up window.
5. Check the «Close manually only» option, so the window will be displayed until it is closed manually, even after reloading the page. If this checkbox is not checked, the window will disappear after 10 seconds.
6. «Add link to entity» checkbox - will add a button to the window that will open a new page with that transaction. If unchecked, you will not be able to click on the push, in this case it will only have a notifying nature.
7. Select the user or users who will receive the notification. You can also select the person responsible for the lead.
8. Save the trigger, save the pipeline settings.

Done!
Now, when the lead is moved to the chosen stage, users will receive a notification. The pop-up notification will be shown no matter which page the user is on.

Requesting data to fill out the fields

At a certain stage and under certain conditions (for example, if a field is not filled out), you can request to fill out the lead, contact, and company card fields in a pop-up window.

1. Go to the digital pipeline settings and add an action at the desired stage.
2. Select the «Pop-up in Kommo» notification type.
3. Specify the title and text of the message, for example, a short instruction on how to correctly fill out these fields.
4. Specify the window color and location depending on the task.
5. Choose the user, who has to fill out the fields. You can select the person in charge, or several employees, in this case several employees can fill out the form at once and each following one will overwrite the previous value.
6. Click the checkbox «Add fields to be filled out» and add the required fields.
7. Check the box to the right of the field if the field is required.
8. Check the «Cannot close without filling out» checkbox, in this case, «Close» button will be unavailable and the form can be closed only after filling in the fields.

The checkbox «Run only for the first user» is required to be enabled in that case, if you show the window to several users at once, and after filling out by the first user, the others need to close the form to prevent overwriting.

• When requesting data, the form will pull up the current field values if they are not empty.
• The form can pop up on any Kommo page, the user may not understand what it refers to, so check the «Add a link to the entity» checkbox to be able to open a lead without closing the form.
• The form can prompt you to fill in the fields of all related entities. If there are no related entities at the time the form is shown, their fields will not be shown.
• After filling out the form, you can run the next script in Triggers, the script will run with updated data.

Working with the Triggers widget

To send PUSH from Triggers, install both widgets.

1. Add a new script in «Triggers» or open an existing one.
2. Add a new «Pusher: send notification» trigger to the desired condition block.
3. Select the trigger settings:

• Notification Type;
• Notification window color;
• Title and text (you can use variables, click the ellipsis button at the top right to bring up the list of variables);
• Location of the item in Kommo;
• Users, to whom the notification will come. You can select the person responsible for the entity, one or more users.
• Check «Close manually only» - the notification will remain until it is closed manually
• Check «Add entity reference» - a button will appear, which will allow you to go to the entity.

Action Buttons
To add a new button, click on «Add action buttons». Enter the title text of the button and the script to be run (the script must be created beforehand).

If a PUSH is sent to several users at once, and the script needs to be run only once, then click on the checkmark on the right, in this case, after the first click on this button it will immediately disappear from the others. Otherwise, all users will be able to run the script multiple times.

When a user clicks on the button, the script runs which gets the ID of that user. This ID in the form of a variable {user_id} can be inserted into the trigger, for example, to change the responsible manager for the lead.


Specifics of settings for incoming messages (messengers)

After receiving a message in a messenger from a client, for notifications to work correctly, for the «Apply» parameter «In contact» must be selected in the trigger action.

So when you run this script, the trigger will execute and send a notification to the right employees.

For more information, see the Triggers manual.

The widget supports text formatting with BBCode and inserting various HTML items.
You can send your employees useful content at the right moment.
These can be texts, pictures, videos about how to work with leads, what needs to be done at this stage of the pipeline, etc.

[b] Important text, bold [/b]
[i] Important text, italic [/i]
[u] Underlined text [/u]
[s] Strikethrough text [/s]

[h1] Heading 1 [/h1]
[h2] Heading 2 [/h2]
[h3] Heading 3 [/h3]
[h4] Heading 4 [/h4]
[h5] Heading 5 [/h5]
[h6] Heading 6 [/h6]

[color=Red] Red text [/color]
[color=#0000ff] Blue text [/color]

Bulleted list
[ul]
[*] One of the list items [/*]
[*] Another item [/*]
[*] One more item [/*]
[/ul]

Numbered list
[ol]
[*] One of the list items [/*]
[*] Another item [/*]
[*] One more item [/*]
[/ol]

[url]http://www.hdsw.ru/[/url] - a typical link
[url=http://www.hdsw.ru/]Go[/url] - a link with custom text

[img] http://img.cx/img/example.jpg [/img] - example of inserting a picture.
[img=300×500] http://img.cx/img/example.jpg [/img] - example of a picture with the size

[youtube]https://www.youtube.com/embed/RfysZtI5BxU[/youtube] - insert a video from YouTube.com
[video]link[/video] - universal tag for the video