Use this guide to set up Deputy extensions, notifications, webhooks, and automation tools. This guide includes guidance on how to automate alerts, send notifications, and reset sales budgets.

In this guide:

• Get started with extensions
• Set up notification extensions
• Set up alerts and automated actions
• Connect Deputy with Zapier
• Related topics
   

Get started with extensions

Read this article to understand and set up optional notifications and extensions in Deputy.

• Setting up optional notifications and extensions

Set up notification extensions

Read these articles to send automated notifications for birthdays, anniversaries, schedules, clocking, shifts, breaks, timesheets, training, and tenure dates.

• Birthday and anniversary notifications and extensions
• Schedule notifications and extensions
• Clock on / off notifications and extensions
• Shift and break notifications and extensions
• Timesheet notifications and extensions
• Setting up expiring training notifications
• Setting up anniversary notifications to identify important tenure dates

Set up alerts and automated actions

Read these articles to automate specific actions or alerts from Deputy.

• Set up an extension to reset your sales budget
• Setting up a webhook call extension for a new Deputy record
• Setting up timesheet alerts for when your team member clocks far away from your work location

Connect Deputy with Zapier

Read this article to automate actions between Deputy and other tools through Zapier.

• Using Zapier to automate actions to or from Deputy

Related topics

• Connect other business and data integrations
• Track time and manage timesheets
• Manage schedules
• Manage your team
• Fix integration issues