Summary
Learn how to create Auto Alerts to automatically notify you of important system events.
This article covers:
Overview
Auto Alerts in Box+Dice are automated notifications triggered by system events, such as a new contact being added, a listing updated, or a milestone reached.
You can configure these alerts to automatically send emails, SMS messages, or create tasks to ensure your team never misses key actions or deadlines.
Create an auto alert
To create an auto alert:
- Go to: Settings > Automations > Auto Alerts
- Click + Add in the top-right corner
A setup window will appear — make sure pop-ups are enabled in your browser to continue.
- Enter a descriptive Name for your alert
- Select the relevant Category
- Select the event that will Trigger the alert
- Select what Action will be taken when the alert is triggered
In the Recipients field: you can select a group (e.g., Administrators) or an individual staff member.
- Select Recipients to assign who will receive the notification
- Select the Trigger Office where this alert applies (Optional)
- Select the Trigger Group (Optional)
- Configure the When condition (if available)
In the Message field, you can customise the content of the notification email.
- Enter the Subject line
- Customise the Message of the notification email
Use ‘Fields Available’ on the right to insert merge fields for dynamic details (e.g., staff name, number of records exported).
Once all details are complete:
- Click Save to activate your alert
What’s next?
Set up an auto alert for contact export activity and create an auto alert for report subscription.