Alerts. Proactive, not reactive.
CallMerlin Alerts are proactive rules that periodically check your connected tools. When a threshold, overdue situation, or AI-free condition is met, Merlin sends a notification via email or Slack. After trigger the rule goes into snooze to prevent spam.
Set rules on accounting, CRM, or support. Merlin checks every 15 minutes and notifies only when something changes.
Professional: 5 rules. Business: 20. Enterprise: unlimited.
Rule: notify when an invoice is more than 30 days overdue. Merlin triggers and sends a Slack notification.
Merlin evaluates alert rules on your connected tools.
Moneybird · rule #4
3 invoices overdue
Oldest: Acme BV · 43 days · €3,200
Actions
Four condition types
Threshold, overdue, change, or free AI condition.
| Type | When does it trigger? | Example |
|---|---|---|
| Threshold | Number above/below limit | >10 open invoices |
| Overdue | Deadline exceeded | 30+ days overdue |
| Change | Percentage difference | +50% draft invoices |
| Free condition | AI answers yes/no question | Invoices >€10k? |
| Snooze | No repeated notification | 24 hours default |
| Alert log | History with resolution | Unlimited |
Common alerts
Start with templates and adjust thresholds.
Invoice overdue
Notify when an invoice has been open for more than 30 days.
Pipeline drop
Notify when open deals drop more than 20% week over week.
Support backlog
Notify when open tickets exceed 15.
Alerts on your connected tools
HubSpot
Zendesk
Exact Online
SlackThis is just one example of the many combinations possible.
All 80+ native deep integrations →Frequently asked questions about Alerts
Stop checking dashboards. Let Merlin warn you.
Set the rule once. Merlin notifies only when it matters.
Start free trialProfessional: 5 rules. Business: 20. Enterprise: unlimited.