Easyly sends real-time in-app notifications to keep your team informed about key client activity and business events. These pop-up alerts appear in the bottom-right corner of your screen while you're working in the platform — helping you stay on top of leads, messages, signatures, and payments as they happen.
Below is an overview of the events that currently trigger notifications in Easyly:
📬 New Incoming Lead
A notification is sent when a new lead is submitted through your forms, integrations, or API.
💬 Incoming SMS Message
You’ll be notified when a new text message is received from a contact or lead.
✍️ Estimate Signed
Easyly sends a notification as soon as a client signs an estimate.
🖊️ Contract Signed
When a client signs a contract, you’ll get an alert so you can move forward quickly.
💳 Credit Card Authorized
You’ll receive a pop-up notification when a client successfully authorizes a credit card (e.g. via Examond).
💰 Payment Received
Get notified the moment a client completes a payment through Easyly.
🔔 Notification Summary
Notification Type | Trigger Event |
New Lead | A new lead is captured |
Incoming SMS | A new text message is received |
Estimate Signed | A client signs an estimate |
Contract Signed | A client signs a contract |
Credit Card Authorized | A client authorizes their credit card |
Payment Received | A payment is successfully made |
You’re All Set!
From now on, whether it’s a new lead, a signed estimate, or an incoming payment, you’ll be instantly notified with a pop-up inside Easyly.
Stay alert, take action, and keep your sales & operational process moving! 🚀✨