--- title: Notifyer for HubSpot - Setup Guide | 4CRMs description: Notifyer - Track & Get Notified. This app helps you keep track of tasks and sends notifications to you or anyone else if a condition is met. image: https://www.4crms.com/hubfs/group-happy-multiracial-business-people-sitting-board-room-modern-office.png --- [![logo](https://www.4crms.com/hs-fs/hubfs/logo.png?width=378&height=64&name=logo.png)](https://www.4crms.com/) - [Our Apps](https://www.4crms.com/apps-catalog) - [CloneNer Clone & Automate Best in Class Automation App](https://www.4crms.com/clonener) - [LineNer Manage Products & Bundles](https://www.4crms.com/linener) - [Copy Line Items Between Deals](https://www.4crms.com/copy-line-items-between-deals) - [Notifyer Track & Get Notified](https://www.4crms.com/notifyer) - [Data Bridge Extend & Access Instantly](https://www.4crms.com/data-bridge) - [FlowNer Enroll Contacts in Sequences (Get Sequences for Starter Hub)](https://www.4crms.com/flowner) - [See all...](https://www.4crms.com/apps-catalog) - [Pricing](https://www.4crms.com/pricing) - [Success Stories](https://www.4crms.com/success-stories) - [RevOps Works & FlowNer New!](https://www.4crms.com/success-story-revops-works-flowner) - [LUNOS Slovenija & Copy Line Items New!](https://www.4crms.com/streamline-hubspot-quoting-with-copy-line-items) - [Zestey Consulting & Data Bridge](https://www.4crms.com/how-zestey-consulting-optimized-hubspot-with-data-bridge) - [Zestey Consulting & LineNer](https://www.4crms.com/how-zestey-consulting-setup-the-ability-to-add-discounts-and-billing-terms) - [Velocity Growth & CloneNer](https://www.4crms.com/success-story-velocity-growth-clonener) - [Veeva Systems & LineNer](https://www.4crms.com/linener-veeva-systems) - [Grupo Servica & CloneNer Interview with Customer Q&A](https://www.4crms.com/blog/success-stories-how-grupo-servica-use-clonener-in-hubspot) - [Archy & FlowNer Interview with Customer Q&A](https://www.4crms.com/success-story-how-archy-automates-sales-sequences-with-flowner) - [For Partners](https://www.4crms.com/for-partners) - [Partner With Us](https://www.4crms.com/for-partners) - [Our Partners](https://www.4crms.com/hubspot-partner-experts) - Resources - [Knowledge Base](https://www.4crms.com/help) - [Our Security Measures](https://www.4crms.com/security-policy) - [Our Happy Customers](https://www.4crms.com/testimonials) - [Blog](https://www.4crms.com/blog) - [Help](https://www.4crms.com/help) [Contact us ![arrow](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/theme-icons/arrow-right-pixel.svg)](https://www.4crms.com/contact-us) 1. [Home](https://www.4crms.com/) 2. [Blog - HubsGrowth](https://www.4crms.com/blog) 3. [Notifyer - Setup Guide](https://www.4crms.com/blog/notifyer-track-notify-setup-guide) Share ![background](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/bg-overlay-3.jpg?width=1151&height=397&name=bg-overlay-3.jpg) # Notifyer # Notifyer - Setup Guide **Last updated:** 21 January 2026 Notifyer - Track & Get Notified. This app helps you keep track of tasks and sends notifications to you or anyone else if a condition is met. ![](https://www.4crms.com/hs-fs/hubfs/group-happy-multiracial-business-people-sitting-board-room-modern-office.png?width=428&height=335&name=group-happy-multiracial-business-people-sitting-board-room-modern-office.png) --- ## **What is the Notifyer App?** Notifyer is a simple yet powerful HubSpot add-on that lets you **automatically create follow-up tasks, send notifications, or trigger actions** based on task completion,  with full control over conditions. For example: *"When a task of type ‘Follow-up’ is marked as Completed AND has High priority, send an email notification to the team."* *"When a task type 'Email' is marked as Waiting AND assigned to Someone, send an email notification to the manager."* Whether you want to notify someone, create a new task, or both, Notifyer handles it for you inside HubSpot. ## When should you try Notifyer? If you’ve ever found yourself searching for: - **“How to get an email when a task is completed in HubSpot?”** - **“How can I notify the task creator when a task is marked done?”** - **“Can HubSpot send email reminders for overdue or high-priority tasks?”** Then, **Notifyer** is the tool you’ve been waiting for. We built Notifyer for teams who need more flexible, condition-based email notifications directly from **tasks** like **calls**, **to-dos**, or **emails** in HubSpot. Whether you're managing tasks for multiple reps or running tight pipelines, Notifyer helps you stay on top of things, without building custom code or relying on limited native alerts. ![1000000413 (2)](https://www.4crms.com/hubfs/1000000413%20(2).png)   ## How to install Notifyer from the HubSpot Marketplace 1. Navigate to HubSpot Apps Marketplace and find [**Notifyer.**](https://ecosystem.hubspot.com/marketplace/apps/notifyer-track-notify-11798153) ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-12-21-4454-PM.png?width=768&height=510&name=image-png-Jan-21-2026-03-12-21-4454-PM.png) 2. Click on "Install" and follow the prompts to complete the installation. ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-16-51-1165-PM.png?width=624&height=538&name=image-png-Jan-21-2026-03-16-51-1165-PM.png) 1. Select your HubSpot account (portal). Please make sure you connect the correct HubSpot account, since this action cannot be changed later. 2. Click "Choose Account," then review the requested scopes on this screen.  ## How to activate Notifyer? If you want a visual example, watch the video guide below or[via this link.  ](https://www.youtube.com/watch?v=9AJgY0xO5bE)   To get the Notifyer card inside your deal record, you should follow the next steps: **Step 1.** Open **Deal** and click **Customize.** ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-18-05-6627-PM.png?width=782&height=308&name=image-png-Jan-21-2026-03-18-05-6627-PM.png) **Step 2**. Select Default View. ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-18-47-2282-PM.png?width=778&height=308&name=image-png-Jan-21-2026-03-18-47-2282-PM.png) **Step 3. ** On the right side bar, choose **Add card.** ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-21-47-6242-PM.png?width=784&height=294&name=image-png-Jan-21-2026-03-21-47-6242-PM.png) **Step 4**. Find the Notifyer App in the Card Library. ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-23-36-9980-PM.png?width=785&height=258&name=image-png-Jan-21-2026-03-23-36-9980-PM.png) **Step 5.** After that, click **Save and exit.** ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-24-07-0662-PM.png?width=559&height=231&name=image-png-Jan-21-2026-03-24-07-0662-PM.png) That's it! Now it will appear inside any deal record. ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-24-52-7469-PM.png?width=584&height=487&name=image-png-Jan-21-2026-03-24-52-7469-PM.png) --- ## How to use the Notifyer App #### If you get here, then congrats! #### *Notifyer successfully installed!* ![image (6) 1](https://www.4crms.com/hs-fs/hubfs/image%20(6)%201.png?width=726&height=540&name=image%20(6)%201.png) Above, you can see how to access the Notifyer Card within your deal record, and now you can read more about how to use the app itself. If you have any questions, don't hesitate to reach out to us[via the Contact form!](https://www.4crms.com/contact-us) #### 1. Access the Notifyer from a Deal Card Once installed, open any **Deal** in your HubSpot CRM. On the right-hand sidebar, you’ll see the **Notifyer – Track & Get Notify** module. Click the Action, and choose to open the Notification setup panel. ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-25-57-9842-PM.png?width=649&height=516&name=image-png-Jan-21-2026-03-25-57-9842-PM.png) #### 2. Fill in Basic Notification Settings At the top of the Notifyer panel: - **Notification Name**: Enter a clear name (e.g., “Follow-up for High Priority Emails”). - **Object**: Currently fixed to `Task`. - **Task Type**: Choose which kind of task to monitor: - Call - Email - To do This tells Notifyer which type of task to watch for. *Only tasks of this type will be evaluated against the IF conditions.* *![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-28-53-0247-PM.png?width=772&height=584&name=image-png-Jan-21-2026-03-28-53-0247-PM.png)* #### Also, you can set notifications for Deals. ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jan-21-2026-03-29-44-8159-PM.png?width=773&height=580&name=image-png-Jan-21-2026-03-29-44-8159-PM.png) #### 3. Set the IF Conditions Below, define when this notification should trigger. For example: - **When Task Status** is `Completed` - **AND Priority** is `High` You can add as many conditions as needed using the **“Add New Condition”** button. Notifyer will only act when all conditions are met. #### 4. Set Up the Email Notification Check **“Use default email notification”** to quickly apply a pre-filled message, or customize it: - **Recipients**: - Send to yourself by checking the box - Or add one or more emails manually (separated by commas) - **Subject & Body**: Use dynamic HubSpot tokens like: `{hs_task_type}`, `{hs_task_subject}`, `{hs_task_status}`, `{hs_task_completion_date}` **Example subject:** `Follow-up Task {hs_task_subject} was {hs_task_status}` **Example body:** Hi, just letting you know the {hs\_task\_type} {hs\_task\_subject} was marked {hs\_task\_status} on {hs\_task\_completion\_date}. ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jul-11-2025-08-24-05-6184-PM.png?width=995&height=353&name=image-png-Jul-11-2025-08-24-05-6184-PM.png) #### 5. **Click “Add Notification” to Save** Once saved, Notifyer will monitor tasks matching your settings and automatically send an email when triggered. ## How to Uninstall the App To remove Notifyer from your HubSpot account, please follow the next steps: 1. Go to the Connected Apps section under the integration menu 2. Find the Notifyer widget 3. Below the "Actions" dropdown, select and click "Uninstall". For more Video guides, [visit our Help Center! ](https://www.4crms.com/help)   Posted in: - # Notifyer *Was* this *helpful?* ![](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/time-icon.svg) 4 minutes read In this article ![Yaryna Bil](https://www.4crms.com/hubfs/jl4(1)%201.png) Yaryna Bil Hey! I\`m Yaryna, a Product Success Manager passionate about HubSpot and helping clients get the most out of our apps. I write about CRM structure, automation, and the small process improvements that remove friction and support long-term growth. ![](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/bg-gr.jpg?width=320&height=179&name=bg-gr.jpg) Left with any questions? 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