Nimbata’s Email Alerts send real-time emails for inbound calls and SMS to you, your team, or your clients, including call details and recording links. To post the same alerts in a Slack channel instead, see Slack.

The workflows that decide which calls send an email (missed calls, or specific call and SMS events) are on Alerts, under Workflows. Set up the recipients here first, then the workflow there.

Set up Email Alerts

  1. Add recipients

    • Go to Integrations > Email Alerts.
    • Enter the recipient email address(es).
    • Check Send separate email to each recipient if you want individual emails rather than a CC’d message.

  2. Select a workflow

    • Choose the workflow that controls when notifications fire.
    • Click See all workflows to pick an existing one.
    • Alternatively, click Create new workflow to start from scratch.

    Create a workflow

  3. Choose your trigger

    • Click the trigger (shown in yellow) to set when notifications are sent, for example when a call ends or when an SMS arrives.

    The integration shows a status indicator at a glance:

    • 🟢 Green: running on all workflows it’s been added to
    • 🟡 Yellow: running on some, but not all, workflows
    • 🔴 Red: not running on any workflow

  4. Set the email subject

    • Enter the subject line for the notification email.
    • You can use dynamic variables to personalize it, for example New call on %tracking_friendly_name% - %call_outcome%.

    Available variables:

    • %tracking_number%
    • %tracking_friendly_name%
    • %destination_number%
    • %destination_friendly_name%
    • %call_outcome%
    • %caller_id%
    • %caller_name%

  5. Customize the message body

    Set the greeting text, choose whether to include the recording link and logo, and select the call data fields to display. Drag fields to reorder them.

    All changes save automatically. If there’s a validation error (for example, addresses not separated by commas), Nimbata displays an inline error message.

🎉 Done! Email Alerts are sent for every call or SMS that matches your workflow conditions.

Multiple email alerts

To route different call types to different teams, you can create separate email alerts.

  • Go to Integrations > Email Alerts.
  • Click Add email alert.
  • Configure the new entry with different recipients, a different workflow trigger, or both.
  • Name the configuration and click the green checkmark to save.
  • Choose which configuration(s) to activate by adding the Email Alerts task to a workflow.