Articles on: Workspace & integrations

Every notification your clients can get

This is the full list of events your clients can be notified about: 31 events in seven groups. It is not the same list as your team's. On the Clients tab of Settings › Workspace › Notifications, you choose which events a new client starts with, and after that each client can change their own settings. For your team's list, see Every notification your team can get.


Channels


Clients have the same three channels as your team: In-app, Browser and Email, and you switch each event on or off separately for each channel. All channels switches an event in all three at once. Browser notifications only work once the client has allowed notifications in their browser.


Events


The descriptions are the ones Zendo shows next to each event. Below each table, you can read how the group differs from your team's list.


Requests


Event

Zendo's description

New request created

When a new request is submitted.

Status changed

When a request moves to a different status.

New request message

When a new message is sent in a request.

Mentioned in a request

When someone mentions you in a request.

Intake Form sent in a request

When an Intake Form is sent into a request to be completed.

Request archived

When a request is archived.

Request restored

When an archived request is restored.


Two of your team's events are missing here. Assigned to a request does not apply, because clients cannot be assigned to requests, and New request note does not apply, because notes are internal and clients never see them.


Chats


Event

Zendo's description

New chat message

When you receive a new direct chat message. Messages in requests are covered under Requests.


Your team has three chat events, but clients have only this one, because notes and mentions in chats are internal. See Message clients outside a request.


Quotes


Event

Zendo's description

New quote issued

When a new quote is issued.

Quote updated

When an issued quote is updated.

Quote pending approval

When a quote is ready for your approval.

Quote awaiting payment

When an approved quote is ready for payment.


The last two events exist only for clients. Your team gets the Quote approved or rejected and Quote paid events instead. Both pairs cover the same two moments in a quote's life: the client is told when they need to act, and your team is told once the client has acted.


Invoices


Event

Zendo's description

New invoice issued

When an invoice is issued, paid or voided, including invoices for quotes and subscription renewals.


As on your team's list, one event covers issued, paid and voided invoices.


Subscriptions


Event

Zendo's description

New subscription created

When a subscription starts for the first time.

Subscription payment failed

When a recurring subscription payment fails.

Subscription payment pending

When a subscription payment is due.

Subscription paused

When a subscription is paused.

Subscription resumed

When a paused subscription resumes.

Subscription canceled

When a subscription is canceled and will not renew.

Subscription ended

When a subscription reaches the end of its final paid period.


Two of these events exist only for clients: Subscription payment pending reminds the client that a payment is due, and Subscription ended tells them that the last paid period is over.


Forms


Event

Zendo's description

Form shared with you

When an Intake Form is shared with you to complete.


The client is notified when you share an Intake Form with them. Your team, in turn, is notified through New form submission when someone submits a form. See Send an Intake Form to a client.


Teams


This group exists only for clients. Clients can create and manage their own teams, and these events cover what happens in them.


Event

Zendo's description

Invited to a team

When someone invites you to join a team.

Added to a team

When someone adds you directly to a team.

Member accepted an invitation

When someone accepts an invitation to a team you own.

Member declined an invitation

When someone declines an invitation to a team you own.

Removed from a team

When you're removed from a team.

Member left a team

When a member leaves a team you own.

New member joined a team

When a new member is added to a team you own or administer.

New member invited to a team

When a new member is invited to a team you own or administer.

Team ownership transferred by you

When you transfer ownership of a team to someone else.

Team ownership transferred to you

When ownership of a team is transferred to you.


These events only matter if your clients use teams. Every team has an owner, other people can help administer it, and the owner can hand ownership over to someone else. See Put clients into a team.


Clients have no Orders events


Your team has an Orders group with New order placed, but clients do not. They hear about their orders through the quote, invoice and subscription events instead.


Defaults are only a starting point


Each client can change their own notifications. A client who never opens their settings keeps your defaults, and if you change the defaults later, Zendo does not overwrite what a client has already chosen.


A notification is not the right tool for a written confirmation when a client submits a request. For that, use an automation with a Send message action. See Automate a request type.



Updated on: 09/11/2026

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