07 – Notification Actions

3 months ago
Push365 Customer Support
2 minutes

Push365 allows you to send interactive notifications to users. These interactions are referred to as Notification Actions.

You can use these actions to open a web page, trigger an action within your CRM application, or send data to a public API directly from a notification.

With Push365 ’s advanced action framework, you can securely create actions and connect them to your Dataverse endpoints or public API endpoints.

While only Chrome and Microsoft Edge currently allow direct use of notification actions, Push365 ’s built-in fallback mechanism enables this functionality to be used in Firefox and Safari as well.

There are three types of Notification Actions:

  • Send Data to Public API Endpoint
  • Send data to Dataverse Endpoint
  • Open a Public URL

For each type, you need to provide the required information to create and use an action.

Send Data to Public API Endpoint

When this action type is selected, a POST request is sent to a public API endpoint.
The endpoint must either be authentication-free or support Basic Authentication. Other authentication methods (such as OAuth) are not supported at this time.

Send Data to Dataverse Endpoint

This action type allows you to send a POST request to any Dataverse endpoint (Custom Action).
An Application User must be registered in the system, and all required permissions for the operation must be properly configured.

Open a Public URL

Similar to the Open Custom URL option available directly on notifications, this action allows you to define a global endpoint that can be reused across all notifications.

When the user clicks the action button, a GET request is sent to the URL defined in the action, and the target endpoint is opened in the browser.

You can optionally provide values in the Parameters field to send parameters to your endpoints. This allows you to implement dynamic workflows within a single endpoint based on different parameter values.

This field stores string values. Therefore, depending on your needs, you can pass a single value, a JSON object, a comma-separated list, or similar formats, and parse them on the endpoint side as required.

Notification Actions can connect to endpoints built using low-code or no-code platforms. However, for more advanced scenarios, custom development may be required. For more details, please refer to the relevant articles in the Development section.

For more details, please watch the following video.

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