What events trigger alerts?

💡 Plox Tip: Use document view alerts as a trigger for follow-ups. If a lead views your pitch after a few days of silence, it's the perfect time to reconnect.

Document Viewed#

You receive an alert when someone opens a document you’ve shared (if tracking is enabled).

• Triggered by: First-time document view
• Available on: Plus & Pro plans
• Best for: Following up after pitching, sending proposals, or sharing updates

OTP Verification Completed#

When a viewer successfully verifies their identity using the OTP (one-time password) sent to their email.

• Triggered by: Successful OTP entry before document access
• Available on: Plus & Pro plans
• Best for: Confirming verified access to sensitive documents

Data Room Accessed#

You receive an alert when someone opens a data room you've shared.

• Triggered by: First-time data room view
• Available on: Plus & Pro plans
• Best for: Monitoring investor deck access or partner document engagement

Real-Time Visitor Alert#

Get notified the moment someone is actively viewing your document or data room in real time.

• Triggered by: Live session start
• Planned for: Pro plan (future release)

How Alerts Work#

• Alerts are sent to your registered email (Slack integration coming soon)
• Only the document owner or data room creator receives the alert
• Alerts are instant and show key details like viewer identity (if available), time of access, and document name