Notifications

Notification

This guide outlines the system events that can trigger notifications, along with the available delivery methods.

Notification Delivery Methods

Notifications can be delivered through the following channels:

  • Younium Snackbar – A brief, non-intrusive message displayed at the bottom of the screen.

  • Younium Dialog – A modal dialog that requires user interaction before proceeding.

  • Email – Sent to users who have opted in via their notification settings, using the email address associated with their user profile.

  • Slack – Requires an active Slack connector to be configured.

Notification Events

Event NameDescription
New account createdTriggered when a new account is created.
New order activatedTriggered when a new order is activated.
Order changeTriggered when an existing order is changed.
Order draft createdTriggered when a draft order is created.
Order cancelledTriggered when an order draft is cancelled.
Integration sync completedTriggered when an integration successfully completes a data sync.
Integration sync failedTriggered when an integration sync job fails.
Integration event action completedTriggered when an integration event action is completed.
Integration event action failedTriggered when an integration event action fails.
Revenue recognition journal postedTriggered when a revenue recognition journal is posted.
Usages import completedTriggered when a usage import is completed.
Usages import failedTriggered when a usage import fails.
Webhook request failedTriggered when a webhook request fails.
Job failedTriggered when a Scheduled job fails.

Reminders

This guide explains how to configure email reminders using the built-in reminder system. These reminders are sent automatically to users based on specific criteria you define.

How to Create a Reminder

To set up a new reminder, go to:
Settings > Notifications > Reminders > Add New

Reminder Configuration Overview

The reminder setup consists of three main sections:

1. Trigger

Defines when the reminder should be sent.

  • Based On*: Select the data source or module the reminder is tied to.

  • Target Field*: Choose the specific field that will be used as the trigger.

  • Trigger*: Define the condition for triggering the reminder (e.g., before or after the selected date).

  • Days: Specify the number of days before or after the trigger condition.

  • Reminder Description: Add an internal description to help identify the reminder.

2. Additional Conditions

Optionally add filters or logic that must be met for the reminder to be sent.

  • Example: Only send reminders where Account number = 123456

  • Click Add Condition to include multiple filters.

Filter logic can be customized:

  • Combine conditions using logical operators: AND, OR, NOT

  • Example: 1 AND (2 OR 3)

  • If left empty, AND is used by default.

  • Click Use condition(s) when you're done.

3. Action

Defines what happens when the reminder is triggered.

  • Receiver*: Select the user who should receive the reminder.
    Only users already set up in the system can be selected. The email will be sent to the address defined in the selected user's User Settings.

  • Subject: Enter the subject line of the email.

  • Message: Write the body of the email.

You can insert dynamic fields (tags) into both the subject and message by clicking the + icon.
The available fields depend on the module selected in the "Based On" setting.

Final Steps

Once all fields are completed:

  • Click Preview Email to review the content.

  • Click Create Reminder to activate it.