Reporting
Email your team or your client the moment a call, form or text matches your rules. Choose who gets it, the subject, and the details inside, from the caller and outcome to a link to the recording.
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PreviewNimbata to Dana, Samno-reply@nimbata.com
(512) 555-0142 just called!
Listen4:12Go to Activity
Call Transcription
Hi, my water heater is leaking. Can someone come this week?
Of course. I can book you in for Thursday at 9am.
Email notifications are emails Nimbata sends your team or your client when a call, a form or a text matches your rules. In Nimbata you set up the alert once, with who gets it, the subject, a greeting and the details to include, and a workflow sends it when a call starts or ends, a form is submitted or an SMS comes in.
Each email can carry a link to the call's recording, its transcript and a link straight to the call in Nimbata. For alerts in a team channel, use the Slack integration.
Pick what goes in the alert, choose when it's sent, and it lands in the inbox.
Under Integrations > Email Alerts, add who gets it, a subject and a greeting, then the call details to include.
1Set up
Add the alert to a workflow, on a call ending, a form or a text, with any conditions you want.
2Choose when
The email arrives with the details you chose, ready for your team to call back.
3Receive
Alerts your team reads, with what they need to act.
Pick the call details each alert shows, from caller name and outcome to campaign, tags, value and the AI summary, and put them in your order.
Add a Listen link to the call's recording, the transcript, and a Go to Activity link that opens the call in Nimbata. Recording links work for U.S. numbers and last a week.
Send an alert to several addresses with CC, or a separate email to each recipient, so a client never sees who else got it.
Set an alert up for calls with their details, for forms with the form's fields, or for texts with the message itself.
A workflow sends the alert only when its conditions match, like a campaign, a tag or a missed call, to the alert you choose.
Get a call summary, a missed calls report or a form summary daily, weekly or monthly, for one project or all of them, its rows grouped your way.
Every call, form and text that matched a workflow, sorted by the alert it sent.
The alert goes out as soon as the workflow runs.
A workflow checks it
Its conditions decide whether this call needs an alert, and which one.
The email lands
With the caller, the outcome and a link to the recording.
Your team calls back
Straight from the email, with everything they need to know.
Leads wait when someone has to look. Alerts bring them to you.
| Checking the app | Email notifications | |
|---|---|---|
| New leads | Seen when someone looks | In the inbox as they happen |
| Missed calls | Found later in the call log | An alert to call back now |
| The call itself | Log in to listen | Listen and read it from the email |
| Clients | Need their own login | Get the alerts you choose |
| The week's numbers | Pull a report by hand | A scheduled summary in the inbox |
Send each client the leads their campaigns brought in.
Tell the on-call team about a missed call at once.
Get hot leads to the right rep while they're warm.
Send each branch the calls on its own numbers.
An email notification is an automated email alert sent when a specific event or action occurs. In Nimbata, email notifications let you instantly inform yourself, your team, or your clients about important call or SMS activity, including key details like caller info, outcomes, and message content, so you can respond quickly and stay aligned.
Yes. You set your own subject line and greeting for every alert. For calls and forms you also choose which details to include, from caller information and outcomes to campaign and tags, and an SMS alert carries the message itself.
Yes. In Nimbata you decide exactly who gets each notification. You can automatically send call or SMS notifications to specific team members, departments, or even external clients based on the criteria you set.
You can define your own triggers to ensure notifications go out only under the conditions you choose, from missed calls and qualified leads to incoming SMS.
Your greeting, then the call details you picked as label and value rows. By default that's the start time, tracking number, call outcome, caller name and caller ID, and you can add any other detail, like the campaign, tags, value or summary. You can also add a link to the recording, the transcript and a link to the call in Nimbata.
Yes. Turn on Listen and the email links to the call's recording. The link works for U.S. numbers and lasts a week. HIPAA accounts don't get recording links, and their alerts show the caller ID as private.
Start from the Missed Call Email Alert workflow template, or add your alert to a workflow that runs when a call ends with the condition that its outcome is not answered.
Yes. Set an alert up for forms, with the form's name and fields, or for SMS, with the message that came in. Form alerts need form tracking, on the Marketing and Agency plans.
Yes. Turn on Send separate email to each recipient, and everyone in the To field gets an email of their own, so nobody sees who else received it.
Yes. Scheduled emails send an inbound call summary, a missed calls report or a form submission summary daily, weekly or monthly, for one project or all of them, with a link to the full report.
Email alerts and scheduled emails are on the Pro, Marketing and Agency plans.
Still unsure? Talk to a human
Set up your first email alert, and get every lead to the right inbox.