Node: Start Team DM

The Start Team DM node opens (or reuses) a 1:1 conversation in the internal Team module and posts a message on the workflow's behalf. It's a way to notify a coworker without leaving Omnifox, without relying on email or WhatsApp.

When to use it

• Alert the account owner when a lead tagged as priority comes in.
• Notify an agent when a conversation gets assigned to them by an automation.
• Warn a supervisor when an earlier step in the workflow fails (paired with Try / Catch).

Configuration

• Recipient (required): the Team user who receives the DM. Must be a member of the same organization.
• Sender (optional): who shows as the message's author. If left blank, it defaults to the workflow's creator, then an organization owner.
• Message (required): the text to send. Supports variables, e.g. New lead: {{$contact.name}}.

If the 1:1 conversation already exists, the node reuses it instead of creating a new one.

Example

A workflow triggered by the "VIP" tag on a new contact adds a Start Team DM node addressed to the account owner with message: A VIP lead just came in: {{$contact.name}} - {{$contact.phone}}.

Tips

• Sender and recipient must belong to the same organization; otherwise the node fails gracefully (without breaking the rest of the workflow).
• The DM shows up with a normal push notification, like any Team message.

Troubleshooting

If the node sends nothing, check that the configured recipient still exists and is an accepted member of the organization.