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.
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.
If you want a visual example, watch the video guide below or via this link.
To get the Notifyer card inside your deal record, you should follow the next steps:
Step 1. Open Deal and click Customize.That's it! Now it will appear inside any deal record.
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!
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.
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:
- CallThis tells Notifyer which type of task to watch for.
Only tasks of this type will be evaluated against 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.
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}.
Once saved, Notifyer will monitor tasks matching your settings and automatically send an email when triggered.
To remove Notifyer from your HubSpot account, please follow the next steps:
For more Video guides, visit our Help Center!