How to Use Internal Notifications When No Contact is Enrolled in Workflow

Workflows don't always start with a contact record. Many automations are triggered by external events, such as webhooks, Marketplace apps, or other system-based actions. To support these cases, Internal Notifications can run even when no contact is enrolled in the workflow. This lets your team stay informed about operational events without needing to build workarounds.

How to Use It

Create (or open) a workflow with a webhook or Marketplace trigger (e.g., a task created in ClickUp).

Add an Internal Notification step and choose the notification type.

Select recipients (All Users, Specific Users, or Assigned User), enter channel-specific details, then save the action.

Combine with other workflow actions (e.g., task creation, webhooks) to automate full handoffs.

Save and publish your workflow.

Practical Example

A form submission creates a task in ClickUp. Once the external system confirms the task is created, the workflow sends an Internal Notification to the fulfilment team. If you've chosen In-App or Specific Users (email/SMS), the alert goes out immediately, even though no contact entered the workflow.

With Internal Notifications working independently of contact records, your team can stay informed about critical operational events across all workflows. Whether triggered by webhooks, Marketplace apps, or other event-based automations, this feature ensures the right people are always notified at the right time, without unnecessary steps.