Quickstart

Learn how to quickly get started with Novu.

Before you can start integrating Novu into your application, you need to create a Novu account and set up a new workflow in the Novu Dashboard. This guide walks you through those steps.

1. Create a Novu account

   Create a new account on Novu Cloud or sign in if you already have an account.

2. Add the Novu SDK into your backend

   Our SDKs support most major programming languages, making it easy to get started. Is your preferred language missing? Reach out to us!

   npm install @novu/node
   

3. Configure environment variables

   To start, set the NOVU_API_KEY environment variable in your application.
   You can find your public and secret API keys in the Developer section of the Novu dashboard. Since this step is for backend integration, be sure to use the secret key.

   For security, always define your API key as an environment variable and avoid committing it to source control.

   NOVU_API_KEY= "example_key_abcdefg1234567890"
   

4. Build a workflow

   Navigate through the toggles to create your first custom workflow.

   Create a new workflow

   Create a new workflow by clicking on the Create Workflow button in the workflows page.

   • Give your workflow a name (e.g. “User Onboarding”).
   • Workflow identifier will be generated automatically (e.g. user-onboarding).
   • Add tags (optional) : Tags are a great way to classify and filter workflows for you, and your users.
   • Add a description (optional) : Add a description to help you and your team understand the purpose of the workflow.

   Add steps to your workflow

   Every notification workflow starts with at least one channel step. To add a step, click the Plus button (+) in the Workflow Editor.

   

   In the editor, you can customize your workflow with various steps, including Action steps (e.g., Digest and Delay) and delivery channels. Select a delivery channel to begin crafting your workflow.

   Workflows can include multiple steps, with each step sending a notification to the user. Steps execute in the order they are added.

   In-app

   In-app notifications are delivered directly inside your application via an Inbox or custom integration.

   Learn more about the In-App channel step

   Email

   Email is ideal for sending promotional or transactional messages.

   Learn more about the Email channel step

   SMS

   SMS excels at delivering OTPs, alerts, and two-factor authentication codes.

   Learn more about the SMS channel step

   Push

   Web Push and Mobile Push notifications are perfect for time-sensitive updates.

   Learn more about the Push channel step

   Chat

   Chat notifications integrate with platforms like Slack, Microsoft Teams, WhatsApp, Telegram, and Discord.

   Learn more about the Chat channel step

   Delay

   Delay steps allow you to pause for a specified time before proceeding to the next step.

   Learn more about the Delay action step

   Digest

   Digest steps group notifications and send them later based on defined logic.

   Learn more about the Digest action step

   Custom

   Custom steps enable you to add tailored logic to your workflow using the Novu Framework.

   Learn more about the Custom action step

   Design the notification templates

   Once you’ve added a channel step, you can customize the notification content.

   Click “Configure Channel Step Template” in the channel’s edit view to open the Notification Template Editor and start editing.

   

   Each channel has its own template editor, allowing you to customize the notification content for each channel based on the channel’s capabilities.

   In this example, we’re using the In-App channel step, so we’re using the In-App template editor.

   Here is an example of an In-App notification template:

   Title

   You’ve Got a New Task Assigned!
   

   Body

   Hey {{subscriber.firstName}}, you've been assigned to a new task: {{payload.task_id.title}} 
   The deadline is {{payload.task_id.dueDate}}. Click below to view the details and get started.
   

   Button Text

   View Task
   

   Redirect URL

   {{payload.task_id.url}}
   

   Preview your notification

   Preview your notification by clicking the Preview button in the Configure Template section of the workflow editor.

   

   Test your workflow in the editor

   You can test your workflow in the editor by clicking the Test Workflow button in the workflow editor.

   

   In-app channel is the only channel that doesn’t require any credentials to be configured in the Subscriber object.

   If you have Email, SMS, Push or Chat channels steps in your workflow, you need to ensure that you have the necessary credentials configured in the Subscriber object.

   • Learn more about the Subscriber object
   • Learn more about how to add credentials to the Subscriber object

   If you have the In-app channel step in your workflow, you can test your workflow in the editor with the default subscriberId, you will see the notification in the Inbox section of the Novu dashboard.

   

   Copy the sample payload

   Before leaving the Workflow Editor and heading back to your backend, navigate to the Trigger tab.

   Here, you can grab a sample payload to use when calling Novu’s API.

   

   Based on the workflow we created, the sample payload will look like this:

   {
     "task_id": {
       "title": "{{payload.task_id.title}}",
       "dueDate": "{{payload.task_id.dueDate}}",
       "url": "{{payload.task_id.url}}"
     }
   }
   

   Note: The payload is optional, and can be used to pass additional information to the workflow.

   At the bottom of the page, you can grab the workflow trigger snippet and add it to your backend.

   

   Now we’re ready to trigger our workflow via the Novu API.

   Learn more about how to build workflows

5. Trigger the workflow

   Each workflow is created with a unique identifier that can be used to trigger the workflow, visit the Trigger page to view the trigger instructions.

   Each trigger consists of 3 main parts:

   • Workflow identifier: The unique identifier of the workflow to trigger.
   • Subscriber ID: The unique identifier of the subscriber to trigger the workflow for, this can be a user id, email or any unique identifier.
   • Payload: The payload to pass to the workflow, this is optional and can be used to pass additional information to the workflow.

   In this example, we’re using the Node.js SDK to trigger the workflow. But the same can be done with any of the SDKs.

   Add the trigger snippet to your backend and call the trigger function with the Workflow identifier, Subscriber ID and Payload.

   Node.js

   import { Novu } from '@novu/node'; 
   
   const novu = new Novu(process.env['NOVU_SECRET_KEY']);
   
   novu.trigger('test', { // Workflow Identifier
     to: {
       subscriberId: '625f3fe55a55980017dd63fd' // Subscriber ID
     },
     payload: { // Payload
       task_id: {
         title: '{{payload.task_id.title}}',
         dueDate: '{{payload.task_id.dueDate}}',
         url: '{{payload.task_id.url}}'
       }
     }
   });
   

   Execute the trigger call from your backend.

   If you have the In-app channel step in your workflow, you should see the notification in the Inbox section of the Novu dashboard.

6. Promote to production

   Novu users logically separated environments to control the roll-out of your notifications. When you’re happy with the way your workflows work and look, you just need to promote them to production to start sending notifications to your real users.

   Sync your workflows

   1. Navigate to the Workflows page, click on the 3 dots button on the right side of the workflow you want to promote and click the Sync to Production button.

   

   You should see a success message and the workflow will be synced to production.

   

   Switch to the production environment

   At the top of the page, you should see a dropdown to switch from the Development to the production environment.

   

   Once you have switched to the Production environment, you should see the workflows you have synced to production.

   You are also able to test your workflows in the Production environment by clicking the Test Workflow button in the workflow editor.

   Update your API keys

   Be sure to update your application’s environment variables to point to your Novu Production environment API Secret Keys.

   You can find your Secret Keys in the Developer section of the Novu dashboard.

   Update your Application Identifier

   If you are using the in-app channel, you need to update your Application Identifier to point to your Novu Production environment Application Identifier.

   You can find your Application Identifier in the Developers section of the Novu dashboard.

   
7. Join the community

   If you have any questions or run into issues as you build with our product, we hope you’ll let us know! Email us at [e-mail], or join our Discord community and we’ll be more than happy to assist you.

Now that you triggered your first workflow, learn more about the advanced features and concepts of Novu.

Inbox and preferences UI components

Explore our full-stack UI components libraries for building in-app notifications.

Novu Framework

Extend Novu Workflows with code, and accomplish literally any advanced use case imaginable.

Framework SDK

For more advanced use cases, use our SDK to integrate Novu with your backend codebase.

Multi-tenancy

Manage multiple tenants within an organization.

Localization

Manage localized versions of your notification templates.

Local studio

Use our local studio with Novu Framework to design and test your notification templates.

Environments

Manage multiple environments based on your application’s deployment stages.