Practical guide

How to configure notification rules in Zemam

Notifications and alerts are the easiest and fastest way to know everything happening inside your system. Zemam gives you notification rules — you can add a rule (triggered whenever a certain action happens) and control it: decide who sees it, set its priority, decide whether it appears as an in-app notification in Zemam, and add an instant alert if it's an important, urgent event — plus WhatsApp or email.

The idea in a minute

Rule=Event+Recipients+Channels+Priority

The event happens in the system (a cheque bounces, an installment goes overdue, an invoice awaits approval) — and the rule delivers it to the people you chose.

The steps

  1. 1

    Open the notification rules

    From Settings → Automation & Rules → Notification Rules. Add a rule and specify the event that should trigger it, who the notification is sent to, its priority, and a custom title and description instead of the default wording.

  2. 2

    Pick the event

    The list covers the system's important events: a bounced cheque, an overdue installment, an operation awaiting approval, a collected payment, low stock… pick the event that needs an alert.

  3. 3

    Choose the recipients

    Recipients can be: the document's owner, everyone holding a specific permission, a job role (all accountants, for example), named employees, or everyone in a given branch. Some events can even be sent to the customer or supplier themselves (by email or WhatsApp).

  4. 4

    Pick the channels

    Zemam gives you four channel types: an in-app notification (shows up in the notifications list), an instant notification (for important, urgent events — pops up the moment it happens as a toast), email, and WhatsApp.

    Event *

    Cheque bounced▾

    Recipient *

    Role: Accountant▾

    Channels

    In-app ✓ Email ✓ Push ✓ WhatsApp

    Priority

    Urgent
    A notification rule — the event, who gets it, on which channels, at what priority
  5. 5

    Set the priority

    How the notification reaches you depends on the event's priority: high or urgent priority pops an instant toast notification, in addition to appearing in the notifications list, as shown in the image — while normal or low priority only appears in the notifications list.

    Cheque bounced
    The result — urgent priority pops a full-width red banner pinned to the bottom of the screen
  6. 6

    Customize the wording if you like

    You can change the notification's title and text to match your company's style, instead of the default wording.

  7. 7

    Everything collects in one place

    Whatever the priority, the notification is recorded in the notifications list on web and mobile — you can go back to it anytime.

    2Notifications

    Cheque bounced

    now

    Cheque #1042 from “Al-Nour Co.” bounced

    Installment overdue

    1h ago

    EGP 2,500 installment for Mohamed Samir is 3 days late

    Approval requested

    3h ago

    Invoice INV-000051 needs your approval

    The notification bell — everything also lands here, on web and mobile

Why notification rules matter

Instant notifications for urgent and high-priority events, in addition to in-app notifications, email, or WhatsApp.

Recipients are set by role, by permission, or by name — and the notifications don't appear to anyone else.

Keeps notifications organized, since every event has its own rule and its own recipients.

Rules we recommend for any business

Cheque bounced

Urgent

Owner + accountant

In-appPush

Installment overdue

High

Collections person

In-appEmail

Approval requested

High

The relevant manager

Push

Want us to set it up for your business?

Talk to us and we'll help you add a rule set that fits your team.