Setup real-time notification with pusher.com


You are here:

Enable real time notifications if you want your users to receive updates directly on the software as they happen, without refreshing their browser. Real time notifications are sent whenever a particular event takes place and only to the users who are related to the event. For example whenever a task is assigned to a user/team member only that person will get the notification, not every body else. Microelephant CRM sends the notification using Pusher.com’s API service, so to enable real-time notification you need an API key from pusher.com

Login to pusher.com and click on the “Create new app” menu item

 

A popup modal with a form should appear just like the image below

  • App Name – Enter a name for your app. For example: Microelephant CRM
  • Cluster – By default pusher.com will select your cluster, you can change it if its needed. You can read more here what is cluster: https://pusher.com/docs/clusters
  • What’s your frond-end tech? – Select Javascript as shown in the image below.
  • What’s your back-end tech? – Select PHP as shown in the image below

Click on Create my app button and the app will be created.

Next click on the Overview tab and at the bottom you should be able to see your app keys

Now on go to Setup->Settings->Pusher.com on Microelepant CRM and enter the keys. Finally make sure to tick the “Enable Real Time Notifications” checkbox to start receiving notifications. Since this feature is optional you can always turn it off.

 

Real time notifications are sent automatically by the system when any of the following events occur:

  • New task assigned
  • Task status changed
  • New comment on task page
  • A user is mentioned in a comment on task page
  • Estimate accepted by your customer
  • Estimate declined by your customer
  • Payment Received
  • Project status changed
  • Proposal accepted
  • Proposal declined
  • Reminder
  • New comment on Ticket by your customer
  • New support request by your customer
  • Ticket assigned
  • Ticket unassigned