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GuidesAPI Reference
Version: 5.0.0

Real-Time Deal Notifications

Alloy makes it easy to set up real-time deal update notifications from any third-party system directly into your app. Here's a quick guide on how to do this.

1. Connect Your Third-Party System:

  • Log in to your Alloy dashboard.
  • Select and connect the third-party system (e.g., Salesforce, HubSpot) where your deal data is stored by using Alloy’s pre-built connectors.
  • Authorize Alloy to access the necessary data from the third-party system.

2. Configure the Data Flow:

  • Create a new workflow in Alloy.
  • Define the trigger event for the workflow, such as a deal status update or a new deal creation in the third-party system.
  • Map the relevant deal data fields from the third-party system to the fields in your app’s database or API.

3. Set Up Notification Rules:

  • Specify the conditions under which notifications should be sent (e.g., when a deal moves to a specific stage or when a deal amount exceeds a certain threshold).
  • Configure the notification format and content, including relevant deal details.

4. Integrate with Your App:

  • Define the endpoint in your app where Alloy will send the notifications.
  • Ensure that your app’s API can receive and process the incoming notifications from Alloy.