Every notification your team can get
This is the full list of events your team can be notified about: 26 events in eight groups. On the Team members tab of Settings › Workspace › Notifications, you choose which of them a new team member starts with, and after that each team member can change their own settings. Your clients have a list of their own; see Every notification your clients can get.
Channels
Each event can arrive through three channels, and you switch it on or off separately for each of them. All channels switches an event on or off in all three at once.
Channel | Where it arrives |
|---|---|
In-app | The bell in the top bar and the Notifications screen. |
Browser | A desktop notification from the browser. The person has to allow notifications in their browser first. |
The person's email address. |
Events
The events are grouped by the part of Zendo they come from. The descriptions are the ones Zendo shows next to each event.
Requests
Event | Zendo's description |
|---|---|
New request created | When a new request is submitted. |
Status changed | When a request moves to a different status. |
Assigned to a request | When a request is assigned to you. |
New request message | When a new message is sent in a request. |
New request note | When a new internal note is added to 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. |
Chats
Chats are the conversations in Messages, where you talk to a client outside any request. See Message clients outside a request.
Event | Zendo's description |
|---|---|
New chat message | When a new direct chat message is sent. Messages in requests are covered under Requests. |
New chat note | When a new internal note is added to a chat. |
Mentioned in a chat | When someone mentions you in a chat. |
In requests as well as in chats, notes and mentions are separate events from messages. So if your team works a lot in internal notes, you can be notified about notes without being notified about every client message.
Quotes
Event | Zendo's description |
|---|---|
New quote issued | When a new quote is issued. |
Quote updated | When an issued quote is updated. |
Quote approved or rejected | When a client approves or rejects a quote. |
Quote paid | When a quote is paid. |
Invoices
Event | Zendo's description |
|---|---|
New invoice issued | When an invoice is issued, paid or voided, including invoices for quotes and subscription renewals. |
This is the only invoice event, and it covers issued, paid and voided invoices together. You cannot be notified about paid invoices only.
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 paused | When a subscription is paused. |
Subscription resumed | When a paused subscription resumes. |
Subscription canceled | When a subscription is canceled and will not renew. |
Orders
Event | Zendo's description |
|---|---|
New order placed | When a new order is placed through the Front Desk. |
Forms
Event | Zendo's description |
|---|---|
New form submission | When someone submits an Intake Form. |
Workspace
Event | Zendo's description |
|---|---|
Team member joined | When an invited team member activates their account. |
Client joined | When an invited client activates their account. |
Defaults apply to the whole team
Settings › Workspace › Notifications has no settings for a single person or a single role. Each person changes their own notifications in their own settings. A team member who never does this keeps your defaults; one who does replaces them with their own choices, and Zendo does not tell you about it.
Notifications do not change requests
A notification only tells a person that something happened. To make something happen to a request — post a message, move it to another status or send a form — you need an automation, which is set up on the request type. See Automate a request type.
Related
- Set notification defaults for your team and clients
- Every notification your clients can get
- Automate a request type
- Invite your team and choose roles
Updated on: 09/11/2026
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