Notifications, automation and connections

The bell next to your name (top bar on phones) shows a count of new notifications. Open it to see them; tap one to go to the record; Mark read or Mark all read.

Press Choose what you are told about to switch each kind on or off:

• Tasks: tasks given to you, and tasks you gave moving along.
• Given to you: leads, projects and visits put in your name.
• Updates: your leads and projects changing stage, customer replies.
• Payments: money recorded on your invoices and projects.

Messages from the Inbecto team always come through. Read notifications are cleared after a few months.

Open Automation. Each rule can be switched on and set up:

• Leads: a new lead comes in; a lead has had no update for some days; a lead's follow-up date is today.
• Quotations: a sent quotation has no answer after some days; a customer accepts a quotation.
• Money: an invoice is some days past its due date; a payment is recorded.
• Stock (with Inventory): an item in your godowns falls to its reorder level.

For each rule choose who to tell (the person on it, or the company admins), whether to also add a task for them, due tomorrow, and optionally a web address to send it to another system (each event is sent as JSON with the header X-Inbecto-Token; copy the token shown).

What happened lists the last 30 times a rule acted. Automation comes with the Turnkey plan.

1. Open API (Turnkey plan, company admins).
2. Type a name (for example "Website form") and press Make a key.
3. Copy the key and press I have kept it: it is shown only once.
4. Give the key and the page inbecto.com/developers to whoever runs your website. It shows how to add a lead from a website form, and every kind of record and its fields.

Keys act for your company. They can read, add and change records, never delete. Keep a key on your server, never in a web page. Switch off any key you no longer use.

1. In Claude, open Settings > Connectors.
2. Search for Inbecto and choose it. Not listed? Choose Add custom connector and paste the address shown under Search > Connect Claude in Inbecto.
3. Press Connect. You are brought to Inbecto: sign in as yourself and press Allow.

Claude then works as you, with your role, in your own workspace: it can look up customers, leads, quotations, invoices and projects, and make quotations and invoices or add products, leads, tasks, expenses and payments received. It says what it is about to do before adding or changing anything.

See and remove connections under Search > Connect Claude > Disconnect. You need a Claude plan that allows connectors. The sample workspace cannot be connected.