Setting Up Notifications
Learn how to configure internal notifications for your team.
Scheduler can help keep your team informed about new bookings and client interactions by sending notifications to popular communication platforms. You can configure optional webhook integrations for both Slack and Microsoft Teams.
How it Works
When you set up a webhook integration, Scheduler will send a notification to the specified Slack or Microsoft Teams channel whenever a customer accepts a calendar invite for a meeting that was booked through the application.
This provides your team with real-time visibility of confirmed appointments, allowing them to stay up-to-date with the latest booking activities.
CRM Status Updates
In addition to sending a webhook notification, when a customer accepts a calendar invite, Scheduler will also attempt to update the status of the corresponding meeting in your Zoho CRM to "Accepted", if such a status is available. This helps to ensure that your CRM data is always synchronised with the latest client interactions.
To set up your notifications, simply enter the webhook URL for your desired Slack or Microsoft Teams channel in the Notifications section of the workflow settings.
Template Variables
We offer the below variables which can be added to both email and calendar invite templates:
List of app-based variables
${appBookingAgent} - The agent processing the booking.
${appStreet} - The street where the appointment will take place.
${appCity} - The city where the appointment will take place.
${appPostcode} - The postal code where the appointment will take place.
${appCustomerEmail} - The email of the customer who the appointment is with.
${appFieldAgent} - The field agent attending the appointment.
${appBookingDateTime} - The date and time of the appointment.
${appBookingEndDateTime} - The date and time the appointment is set to end.
CRM variables
In addition to the above app-based variables, we offer CRM-based variables also, which can be inserted by adding the API name from Zoho CRM, only for the source module.
Why only the source module?
This is because at the point of sending out the calendar invite email and .ics invitation, the booking has not been processed, thus the destination module does not have the booking data in it yet.
You can obtain the list of API names for each field on the address below from your CRM home page:
/settings/api/modulesThis is an example of what the whole URL would look like on the zoho.com domain:
https://crm.zoho.com/crm/org123456/settings/api/modules