Zoho FSM | Notifications


In Zoho FSM, there are two types of notifications:
  1. In-App Notifications
  2. Custom Notifications

In-App Notifications

Through the in-app notifications, users will get notified about relevant updates. The notifications may be of events that require action from the user (e.g. an estimate is approved) or might just convey some information (e.g. notes are added to an appointment). The notifications can be viewed both on the web and mobile app.
The user who initiated the event that triggered the notification will not receive the notification.

Scenarios for In-App Notifications

The table below describes the events for which a notification will be triggered and their respective recipients. Field agents can view the notification in the FSM mobile app.





When an Estimate is approved.

Record Owner

When an Estimate is rejected.

Record Owner

When an Estimate is expired. This will be determined by the Expiry Date of the Estimate

Record Owner


When a service appointment is terminated.

Admin and Dispatcher  

When a service appointment is cancelled.

Admin and Dispatcher  

When Notes are added to an appointment by a user.

Record Owner/Field Agent

When a field agent updates the details or status of an appointment.

Record Owner

When a service appointment is assigned to a field agent

Field Agent

When a field agent applies for a time off


When bulk dispatch of appointments is completed


Import Data

When a data import initiated from a module is completed


Where to view the notifications

To view the notifications click the notifications icon [] in the top right corner of the screen. The notifications will be grouped by date. Click on a notification to navigate to the associated record.

Custom Notifications 

You can use the Notification API to send custom notifications.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series

                                      • Digest

                                      • Functions

                                      • Meetups

                                      • Kbase

                                      • Resources

                                      • Glossary

                                      • Desk Marketplace

                                      • MVP Corner

                                      • Word of the Day

                                        Zoho Marketing Automation

                                          Zoho Sheet Resources


                                              Zoho Forms Resources

                                                Secure your business
                                                communication with Zoho Mail

                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times

                                                  Carry your calendar with you
                                                  Anytime, anywhere

                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now

                                                                  Zoho TeamInbox Resources

                                                                          Zoho DataPrep Resources

                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW

                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now

                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.

                                                                                                  • Related Articles

                                                                                                  • Send Notifications

                                                                                                    Send mail The sendmail deluge task when executed sends an email to the specified recipients. Syntax sendmail [ from: <from_address> to: <to_address> subject: <subject> message: <message> ] where, <from_address> is the value you provide here will be ...
                                                                                                  • Send notifications of new requests

                                                                                                    Use case: Notify the Administrator via SMS and the Call Center Agent via email of new requests. Here, the SMS will be sent via Twilio. Follow the steps below to implement this use case: Step 1: Create a connection for Twilio Step 2: Create a custom ...
                                                                                                  • Email Notification

                                                                                                    Email notifications are email alerts that are sent to the intended recipients whenever a workflow rule is triggered. It can be used to save the settings required for sending out alerts associated with a particular action or event. Email notifications ...
                                                                                                  • Audit Log

                                                                                                    The Audit log captures the activities performed within the Setup of your FSM organization. This audit log can be viewed at Setup > Data Administration > Audit Log. Click on an entry to see the details. Filters Any of the following filters can be ...
                                                                                                  • Essentials of Zoho FSM

                                                                                                    Key Terms Crew A crew consists of several field agents who are grouped together to conduct a specific task. Each crew is assigned a lead. Dispatch Console The scheduling tool from which the service appointments are scheduled and dispatched by users ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace



                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                                        Zoho Show Resources