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Notify assigned customers when a project update is published (event-driven) | ProjectBoard

ProjectBoard

Notify assigned customers when a project update is published (event-driven)

Publish once in ProjectBoard; OccupancyCore resolves audience and delivery apps notify users automatically.

Event flow diagram: ProjectBoard → OccupancyCore → NotifyCenter/EmailHub
Event-driven delivery

Overview

Publish once in ProjectBoard; OccupancyCore resolves audience and delivery apps notify users automatically.

Problem

Project teams struggle to keep stakeholders informed. Manual emailing is inconsistent and doesn’t respect who is currently assigned.

Solution

ProjectBoard emits publish events. OccupancyCore listens and resolves “who is under this project,” then NotifyCenter/EmailHub/PulseGate deliver based on channel preference.

How it works

When an update is published, ProjectBoard emits projectboard.update.published with project_id, update_id, visibility, and notify_policy. OccupancyCore resolves user_ids based on assignments and emits an audience event. NotifyCenter creates in-app notifications; EmailHub sends the email template; PulseGate can send WhatsApp/SMS for milestones.

Who is this for

Operations Admin Project Manager Developer

Expected outcomes

  • Consistent, automated updates to the correct audience
  • No tight coupling: other apps can also listen to project events
  • Channel-aware delivery (in-app/email/WhatsApp where enabled)

Key metrics

Time-to-notify after publish

Baseline

240 minutes

Target

5 minutes

Missed stakeholder notifications

Baseline

12 %

Target

1 %

Publish-to-open rate

Baseline

0 %

Target

45 %

Gallery

Event flow diagram: ProjectBoard → OccupancyCore → NotifyCenter/EmailHub
Event-driven delivery

Downloads & templates

Security impact

  • Event payloads (IDs, visibility, summary) and resolved audience user IDs · PII: business account data only

Compliance

  • Least-privilege delivery via RBAC
  • Delivery logs and audit trails

Availability & next steps

Pro Business Enterprise