Introduction to Event Notifications

In this article

Event Notifications send an email or WhatsApp message automatically when something happens in your shop, like a new order, a payment, or an order being ready for collection. Instead of your staff remembering to message every customer, the system sends the message the moment the event happens. Each notification connects one event to an email message, a WhatsApp message, or both. You find the page under Settings, in the Operations section.

Contents

Two Audiences

Event Notifications is split into two tabs so customer-facing and internal messages stay separate.

Audience	Who receives it
Customer	The customer attached to the order, job, or conversation
Internal	Your staff, by role, by teammate, or the assignee

📝Note: Each notification belongs to one audience. If you want the same event to message both a customer and a staff member, create one notification on each tab.

What Events Can I Use?

Events are the specific moments in your shop that can trigger a notification. The Trigger Event field is a flat searchable list of around 50 events. These are the ones most shops use first:

Pick this	Fires when
Sales order created	A new order is saved
Sales order confirmed	An order is confirmed by staff
Sales order completed	An order is fully closed and paid
Order ready for collection	An order is marked ready for the customer to pick up
Payment succeeded	A payment is captured successfully
Logistic pickup completed	A pickup job is marked done
Logistic delivery completed	A delivery job is marked done
All other events	Type a keyword or scroll the search field to find any event

Channels

Channels are the two ways EasyBiz can send a notification — by email or by WhatsApp message.

Email

Setup	Result
A published email template selected	Email is sent to the customer's email on file
Empty	No email is sent for this event

Setup	Result
An approved WhatsApp template selected	Message is sent to the customer's phone number on file
Empty	No WhatsApp Template message is sent for this event

⚠️ Important: If both Email Template and WhatsApp Template are left empty, the notification is saved but no message will ever be sent. Pick at least one to make the notification useful.

When to Use This

A customer should be told the moment their order is ready for collection
A supervisor should hear about every failed pickup right away
Finance should see every refund
A driver should know the moment a new delivery job lands

For internal staff alerts, see [Setting Up Internal Event Notifications] (Coming Soon).

FAQs

Do I need to set up every event?

No. Most shops start with three to five events. Sales order confirmed, Order ready for collection, and Payment succeeded cover the moments customers most want to hear about. Add more later.

What if I do not have an email or WhatsApp template ready?

The notification can be saved without one, but it will not send anything until a template is added. Set up a published email template or an approved WhatsApp template first.

Why is the Internal tab not sending anything?

Internal Notifications is visible on the page today but is not yet active. See [Setting Up Internal Event Notifications] (Coming Soon) for updates.

Can one event fire two messages on the same channel?

No. One notification per event per audience. Use the email template body to include all the information you want in one message.

Does pausing exist for notifications?

Not yet. To stop a notification, delete it. You can re-create it quickly using the same event and templates later.

What's Next

Now that you know what Event Notifications can cover, continue to [Setting Up Customer Event Notifications] to build your first one.

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Up next

Setting Up Customer Event Notifications

Build your first customer-facing event notification, with five examples you can copy as a starting point.