## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-de/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# In-app Notifications

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Zoho Books lets you create in-app notifications to notify your users of an event or a significant activity that has taken place in your organisation. You will be able to set this for all the modules and also choose when to trigger the notification.

**Note:** When an in-app notification is triggered, it runs in the background, so it doesn’t interrupt your work in Zoho Books. You can continue using the app while it executes. Depending on the action, it may take a few minutes.

**Scenario:** The sales team has made a sale worth $100,000 in your organisation. All the admins and users of the organisation may not be aware of the sale. Triggering an in-app notification for invoices whose total is above the organisation’s average sale value notifies all the users of the organisation.

### Create In-app Notifications

To associate in-app notifications with workflow rules, you must first create them. Here’s how:

*   Go to **Settings** in the top right corner of the page.
*   Select **Workflow Actions** under _Automation_.
*   In the _Workflow Actions_ pane, select **In-app Notifications**.
*   Click **\+ New In-app Notification** in the top right corner.
*   Enter a **Name** for the notification.
*   Select the required **Module**.
*   Select the **Recipients**. You can select users, roles, and associated contacts.
*   Enter the **Message** to be displayed as the notification. Click **Insert Placeholders** to add dynamic values to the message.
*   Click **Save**.

The next time the workflow is triggered, the selected recipients are notified in the **Notifications** icon. Click it to view the details.

![Notification](/books/help/images/settings/notification-icon.png)

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### Associate In-app Notifications with Workflow Rules

The in-app notifications you create should be associated with workflow rules so that they are triggered automatically when the required conditions are met. To associate in-app notifications with workflow rules:

*   Go to **Settings**.
*   Select **Workflow Rules** under _Automation_.
*   Click **\+ New Workflow Rule** in the top right corner.
*   Enter the necessary details. See [Workflow Rules](/en-de/books/help/settings/automation/workflow-rules.html).
*   Under [**Actions**](/en-de/books/help/settings/automation/workflow-rules.html#add-actions), choose **In-app Notifications** as the _Type_ and select the notification you want to associate with the workflow rule.
*   Click **Save**.

Now, whenever the criteria is met, the workflow rule will be triggered, which in turn will trigger the in-app notification.

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### Edit In-app Notifications

If you want to update the details of an in-app notification, you can edit it. Here’s how:

*   Go to **Settings** in the top right corner of the page.
*   Select **Workflow Actions** under _Automation_.
*   In the _Workflow Actions_ pane, select **In-app Notifications**.
*   Hover over the in-app notification you want to edit, click the dropdown to the right, and select **Edit**.
*   Make the necessary changes and click **Save**.

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### Filter In-app Notifications

You can find in-app notifications easily by filtering them by the module for which they were created. To filter:

*   Go to **Settings** in the top right corner of the page.
*   Select **Workflow Actions** under _Automation_.
*   In the _Workflow Actions_ pane, select **In-app Notifications**.
*   Under **Module**, select a module from the dropdown. The in-app notifications created for the selected module will be displayed.

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### Delete In-app Notifications

**Warning:** Deleting an in-app notification is permanent and cannot be undone. If the in-app notification is associated with a workflow rule, the workflow rule will not be executed.

If you no longer require certain in-app notifications, you can delete them. Here’s how:

*   Go to **Settings** in the top right corner of the page.
*   Select **Workflow Actions** under _Automation_.
*   In the _Workflow Actions_ pane, select **In-app Notifications**.
*   Hover over the in-app notification you want to delete, click the dropdown to the right, and select **Delete**.
*   Confirm your action by clicking **Delete** in the pop-up.

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### Related Topics

*   [Workflow Rules](/en-de/books/help/settings/automation/workflow-rules.html)
*   [Email Alerts](/en-de/books/help/settings/automation/workflow-actions/email-alerts.html)
*   [Field Updates](/en-de/books/help/settings/automation/workflow-actions/field-updates.html)
*   [Functions](/en-de/books/help/settings/automation/workflow-actions/custom-functions.html)
*   [Webhooks](/en-de/books/help/settings/automation/workflow-actions/webhooks.html)
*   [Schedules](/en-de/books/help/settings/automation/schedules.html)
*   [Workflow Logs](/en-de/books/help/settings/automation/workflow-logs.html)