Implement Agency Email & In-App Notifications
Implement email and in-app notifications for these Agency notifications:
- Invoice is overdue
- New email received
- Task reminders
- Client sent a message or replied
General Notifications
- Send the primary user an email reminder 5 days before upcoming event dates
- Alert the primary user if a new lead hasn’t been responded to within X days
- Notify the task assignee by email when their task reaches its due date
- Inform the primary user whenever a task they created has been completed
Acceptance Criteria
- Email and in-app notifications are triggered for the applicable events.
- Notifications are sent to the appropriate agency users.
- Email content matches sections 104–108.
Remove the Upcoming event reminders in 5 days from the agency notification - it has the same one in company notification.
Email content Doc - https://docs.google.com/document/d/1iukcJM2Elrre2Yr9MIeVj2jNyfQI0p9wxHtFVy2mnwQ/edit?tab=t.hpo1lskxolx1
Company notification in-app notification and SMS contents - https://docs.google.com/document/d/1iukcJM2Elrre2Yr9MIeVj2jNyfQI0p9wxHtFVy2mnwQ/edit?tab=t.6fohvdhrc6sj
Details
Key
PX-6616
Type / Priority
Status
QA Review
Sprint
Sprint 31
Epic
Notifications
Assignee
Mihir Panchal
Reporter
Paul
Project
Pixally CRM
FRD
Not linked
QA Status
—
Created
9/25/2026, 11:03:56 AM
Updated
9/25/2026, 11:08:37 AM
Last synced
9/25/2026, 11:08:37 AM
QA Test Cases
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