CaptainBook.io

A walkthrough of how to create triggered notifications in CaptainBook, so you can automate communication with your customers, team, and resources.

Setting Up Triggered Notifications

Luca Lattanzio

Creating and Managing Triggered Notifications

Triggered Notifications

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Home hero title

English

CaptainBook Dashboard Overview

Booking Feed Overview

Accessing the Discounts Tab

Navigating CaptainBook's Channel Manager

Navigating the Documents Tab

Navigating the App Store Tab

Manage customers in the CRM tab

Navigating the Payments Tab

Navigating the Users Tab

Set up and manage multiple widgets for different business channels

Onboarding

How to import existing Customers,Products, Gift Cards, Bookings, Resources

CaptainBook's Customer Relationships Management (CRM)

Customers

How to connect Civitatis to CaptainBook

How To Connect to Viator

Guide to Importing Groupon Codes

Efficient Management of Groupon Codes

Connecting Captainbook Experience to GetYourGuide through Channel Manager

Custom Thank You Page: How It Works & Why You Should Use It

How to Connect CaptainBook to Google Things to Do

Channel Manager

How to effectively utilize Marketing Content

How to use CaptainBook's in platform Chat

Affiliate Functionality

Distribution Partners

How to accept/change a commission request from the reseller

How to create a partner & track commissions

Commissions

Set up and manage gift certificates in the Gift Cards tab

Gift Cards

Navigating the Billing Tab

Set up and configure pricing for your experience

Change or add a pricing category

Pricing

Manually add a new booking from the dashboard calendar

How to scan customers' tickets (QR codes) for an experience

How to communicate with your customers via email and SMS

How to create document signing for your customers

How to cancel a booking & issue a refund

Reschedule a booking for a given experience

How to Close Availabilities

How to Set Up a Deposit for Bookings

All you need to know about the waitlist

Set up booking confirmation notifications via email and SMS

All you need to know about Bookings on Request

Bookings

How to submit a feature request

Customer Success

Default notifications

Notification Center

Set up a website using Website Builder

CaptainBook's Website Builder

Email verification & logging in to your account

Edit an existing experience in Captain Book

First steps with CaptainBook

How to add a map in the widget to show the starting point of an experience

Frequently Asked Questions (FAQs)

How to use the Availability Updater

Set up Policy Rules: dynamic pricing and capacity per channel

Read the Policy rule cascade: see why a slot shows €X on Channel Y

Create repeating availabilities for an experience

Set up ticketing and voucher management for your experience

Create a new experience

Edit an experience's basic settings

Add photos to enhance your experience listing

Duplicate an experience

Experiences

Generate a discount code

Discounts

How to reconnect your Google Calendar

How to connect Google Calendar with CaptainBook

How to find your Google Analytics Measurement ID

How to integrate Google Analytics 4 with CaptainBook supplier’s widgets

Troubleshoot Google Tag Manager

How to Create Search Campaigns for Travel

Google

Connect CaptainBook with other apps using Zapier

GYG email authorization guide

Integrating CaptainBook with Fotaflo: Automating Guest Photo Delivery

How the Fattutto Integration Works

How to Install and Configure the Fattutto Integration

How to Find Your Domain ID in Fattutto

How to Retrieve the Document ID in Fattutto

Fattutto integration: How to Enable Automatic Sending to AdE

Integrations

How to create a new user (admin, agent or user)

Business Units (manage multiple companies/teams under one master account)

Roles & Permissions (How to manage access in CaptainBook)

Create and configure resources with categories, capacities, and time buffers

Resources & Users

Navigating the Experiences Tab

General Overview

Understanding AI/Automation Credits

AI Assistant: Tracking Conversations: Inbox & Statistics

Set up your AI Assistant and enable it on your website

Connect Claude Desktop to Captainbook (Statistics)

Connect Claude Desktop to Captainbook (Inventory)

Connect ChatGPT to CaptainBook via MCP

CaptainBook AI: the assistant in your dashboard

AI Functionalities

Make.com Integration with CaptainBook

Automations

Custom Attribute Updated Trigger

The Sentiment Analysis Action

Create Availability Action

All you need to know about workflows

Create Booking Action

Find Bookings Action

Get Booking Action

Update Booking Action

Create Gift Certificate Action

Delay Until Action

Workflows