Alerts

Zoho Spend lets you create workflows where you can define a set of rules and the actions to be executed. These actions help you alert users when transactions are created in your organization. You can notify users through Email Alerts or In-app Notifications.

Create Email Alerts

Here’s how you can create an email alert:

Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page.
Click Actions under Automation.
Click the Alerts tab.
Click the + New Alert dropdown in the top right corner of the page.
Select Email Alert.
Enter a Name for the alert.
Select the Module for which you want to send email alerts from the dropdown.
Select the Email Template from the dropdown.
Click Add Files under Attachments to add any attachments and upload the files from your desktop.
Select the Email Recipients from the dropdown. You can select specific users, roles, or email associated to an entity.
Add any Additional Recipients or CC Recipients in the fields, if necessary.
Click Save.

Create In-app Notification Alert

Here’s how you can send in-app notification alerts:

Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page.
Click Actions under Automation.
Click the Alerts tab.
Click the + New Alert dropdown in the top right corner of the page.
Select In-app Notification.
Enter a Name for the in-app notification alert.
Select the Module for which you want to send in-app notification alerts from the dropdown.
Select the Recipients from the dropdown. You can select specific users, roles, or user associated to an entity.
Enter the in-app Message. You can add placeholders by clicking the Insert Placeholders button on top of the Message field.
Click Save.

Associate Alerts to a Workflow Rule

The alerts that you create should be associated with a workflow rule. Whenever a record matches the criteria in a workflow rule and the workflow rule is triggered, the associated alert will also be executed automatically. Here’s how:

Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page.
Click Workflow Rules under Automation.
Click + New Workflow Rule at the top right corner of the page.
Enter the necessary details.
Under Actions, choose Alerts as the Type and select the alert 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 alert.

Edit Alerts

Here’s how you can edit an alert:

Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page.
Click Actions under Automation.
Click the Alerts tab.
Hover over the alert you want to edit and click the More icon.
Click Edit.
Make the necessary changes and click Save.

Delete Alerts

Warning: Deleting an alert is permanent and cannot be undone. If the alert you’re deleting is associated with a workflow rule, the workflow rule will not be executed.

Here’s how you can delete an alert: