## Documentation Index

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

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

# In-app Notifications

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.

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