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Overview of Notifications

Megan Rosenbohm
  • Updated

Platform Notification Overview

Primary Audience: All Internal Users

This article explains which notifications are automatically sent from the Platform, who receives them, and when they are triggered. Notifications may vary based on user role, assigned customers, enabled features, and business unit functionality.

Use this article as a reference when discussing Platform functionality with internal teams or customers.

Internal User Notifications

Internal users can receive notifications for customer activity, contracts, orders, approvals, payments, and other Platform actions. Some notifications are only available to Admin users or users assigned to specific customers.

Review the table below for a summary of notifications sent to internal users and salespeople.

Notification Labels

  • (Admin) – The notification is only sent to designated Admin users.
  • (Optional) – The notification is not enabled by default and can be turned on based on your organization’s preferences. Contact the Partner Enablement Team if you would like to enable optional notifications.

Notification Received by Salespeople 

Portal Action Push Notification Email Text Frequency
Note - Shared with you   X   Real-Time
Order - Placed by Sales Rep X X   Real-Time
Order - Placed by Customer X X   Real-Time
Order - Canceled X X   Real-Time
Order - Requires Approval   X (Admin)   Real-Time
Order - Failed Submission   X (User who submitted Order)   Real-Time
Quote - Requires Approval   X (Admin)   Real-Time
Quote - Sent to Customer   X   Real-Time
Quote - Requested by Customer   X   Real-Time
Quote - Edited   X   Real-Time
Quote - Reminder   X   24 hours after original
Invoice - Paid   X   Real-Time
Invoice - Past Due   X (Optional)   Weekly on Tuesdays
Agronomy Contract - Payment   X   Real-Time
Agronomy Contract - eSign   X   Real-Time
Plan - Approved   X   Real-Time
Energy Contract - eSign   X   Real-Time
Grain Contract - eSign   X   Real-Time
Grain - Deferred Settlement Expired/Not Signed   X   Real-Time
Booking - eSign   X   Real-Time
Booking - Payment   X   Real-Time
Prepay - Payment   X   Real-Time
Job Complete     X (Optional) Real-Time
Inbox - New Message   X   Real-Time
Inbox - New Internal Resource   X   Hourly Summary
Inbox - Text Message Replies X X X Real-Time


Customer Notifications

Customers receive notifications for actions such as order confirmations, contracts, secure forms, payments, and account activity.

Some notifications also support additional manual actions from internal users, such as resending contracts or reminders.

Review the table below for a summary of customer notifications.

Notification Labels

  • (New Order) – The notification is included as part of the order confirmation email when a contract is required on the order.
  • (Manual Action) – Internal users can manually trigger additional actions related to the notification.

Example:

  • Use the Resend Contract to Buyer option from Team Hub > Order if the contract has not yet been signed.

Notification Received by Customers

Portal Action Notification Center Push Notification Email Text Frequency
Inviting a New Customer     X or X Real-Time
Resending a Customer Invite     X or X Real-Time
Reset Password     X   Real-Time
Inbox Update   X X   Hourly Summary
Order - Placed by Sales Rep     X   Real-Time
Order - Placed by Customer     X   Real-Time
Order - Canceled     X   Real-Time
Quote - Sent to Customer   X X   Real-Time
Quote - Requested by Customer     X   Real-Time
Quote - Edited   X X   Real-Time
Invoice - Added   X X   Daily Summary
Invoice - Paid X X X   Real-Time
Invoice - Past Due   X X   1 week after due date, sent on Tuesdays
Statement - Added   X X   Monthly Summary
Agronomy Contract - Payment X X X   Real-Time
Agronomy Contract - eSign   X (New Order) X (New Order)   Real-Time
Agronomy Contract - eSign Reminder   X X (Manual Action)   Once on the 4th day after creation (Real-Time)
Plan - Send to Customer     X   Real-Time
Energy Contract - eSign   X X or X Real-Time
Energy Contract - eSign Reminder   X X or X 3 days after creation & 2 days before void
Grain Contract - eSign   X X   Real-Time
Grain Contract - eSign Reminder     X (Manual Action)   72 hours after original
Grain - Deferred Settlement eSign   X X X Real-Time
Grain - Deferred Settlement eSign Reminder   X X X 3 days after creation & 5 and 1 day before void
Grain - Deferred Settlement Expired/Not Signed   X X X Real-Time
Booking - eSign   X X   Real-Time
Booking - Payment X X X   Real-Time
Prepay - Payment X X X   Real-Time
Delivery Complete X X   X Real-Time
Job Complete X X   X Real-Time
Inbox - New Message X X X X Real-Time
Inbox - Unread Messages X X X X Hourly Summary
Secure Form - Sent     X   Real-Time



Managing Customer Notification Settings

Customer notification preferences can be managed within the Platform.

Check out the Overview of Customer Notification Settings article to learn more about modifying notification settings for customers.

Additional Notes

  • Notification availability may vary by role, assigned customer access, and enabled Platform features.
  • Some notifications are configured at the location level.
  • Optional notifications may require assistance from the Partner Enablement Team to enable

If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.