Workflow Error Notifications and Management

Your CRM now includes a feature to notify you when errors occur in your workflows. You can receive email alerts, review errors in a dedicated tab, and configure notification settings to stay informed about issues affecting your automations.

What’s New

This update introduces several enhancements to workflow error handling:

• Email Notifications: Sub-account administrators automatically receive emails when a workflow encounters an error.
• Workflow Settings Section: A new Workflow Settings option is available, allowing you to configure email notifications for errors.
• Needs Review Tab: A dedicated Needs Review tab appears on the workflows list page, showing all workflows with active errors.
• Error Acknowledgment: From execution logs, you can mark errors as acknowledged to indicate you’ve reviewed them.

Actions Covered in Initial Release

Error notifications currently apply to the following workflow actions:

• Webhook and Custom Webhook actions
• Premium actions: Slack, Array, Custom Code, ChatGPT, Google Sheets
• Facebook actions: Add to Custom Audience, Remove from Custom Audience, Conversion API, Messenger, Interactive Messenger
• Instagram actions: Instagram DM, Interactive Messenger

How to Use Error Notifications

Follow these steps to manage workflow errors:

1. Go to Workflow Settings to set up email addresses for receiving notifications.
2. Navigate to the Needs Review tab in your workflows list to view workflows with errors.
3. Click any workflow to open its execution logs and review specific errors.
4. Use the acknowledgment option in the logs to mark errors as reviewed.

Important Notes

• Notifications are turned off by default—you must enable them in settings.
• You can add or remove email recipients as needed.
• Emails are sent immediately when an error occurs.
• Clicking the Review it button in the email takes you directly to the Needs Review tab.
• You will receive at most one email per 24-hour period for the same error; a new email is sent only if additional errors occur after that window.

How to Disable Notifications

To stop receiving error notification emails, go to Workflow Settings and toggle off the notification option.