Stage-Change & Assignment Notifications

Gravity Pipeline Pro can automatically notify your team when something happens on the board — a card moves to a new stage, or an entry gets assigned to a team member. This eliminates the need for manual check-ins and ensures the right person always knows when they need to act.

Types of Notifications

• Stage-Change Notifications: Fire when an entry moves into a specific column.
• Assignment Notifications: Fire when an entry is assigned (or reassigned) to a specific user.

Setting Up Stage-Change Notifications

1. Go to Forms > Settings > Gravity Pipeline and open your pipeline feed.
2. Scroll to Stage Change Automation.
3. Click Add Trigger.
4. Set When entry moves to: and choose the stage (e.g., “Proposal Sent”).
5. Under Action, choose:
   • Send Email Notification — select a Gravity Forms notification to retrigger
   • Send Google Chat Message — enter the Google Chat webhook URL and message template
   • Send Webhook — POST entry data to any external URL
6. Save settings.

Setting Up Assignment Notifications

1. In the same Stage Change Automation section, click Add Trigger.
2. Set the trigger to When entry is assigned to user.
3. Choose the notification type (email or Google Chat).
4. For email: the notification is typically sent to the assigned user’s email address using the {assignee:email} merge tag.
5. Save settings.

Google Chat Webhook Setup

1. In Google Chat, open the space where you want notifications sent.
2. Click Apps & Integrations > Manage Webhooks.
3. Create a new webhook, name it (e.g., “Pipeline Alerts”), and copy the webhook URL.
4. Paste the URL in the Google Chat notification configuration in Gravity Pipeline.
5. Customize the message template using entry merge tags (e.g., {entry:name}, {entry:stage}).

Testing Notifications

1. Move a test entry to the trigger stage (or assign it to a user).
2. Verify the notification was received.
3. Check the entry’s activity history — successful notification triggers are logged there.