> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Events and Notifications ## Docs - [Events and Notifications overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/events-and-notifications.md): The Events and Notifications feature enables automatic delivery of notifications triggered by standard, custom, or scheduled events, using customizable and reusable templates to meet your business needs. - [Standard event overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/standard-events.md): Standard events are pre-defined business events for Zuora Billing, Zuora Payments, Zuora Finance, and Zuora Platform. Zuora provides you with the supported standard events out of the box. - [Standard events for Zuora Billing](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/standard-events-for-zuora-billing.md): Describes the standard events supported by Zuora Billing. - [Standard events for Zuora Payments](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/standard-events-for-zuora-payments.md): Describes the standard events supported by Zuora Payments. - [Standard events for Zuora Finance](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/standard-events-for-zuora-finance.md): Describes the standard events supported by Zuora Finance. - [Standard events for Zuora Platform](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/standard-events-for-zuora-platform.md): Describes the standard events supported by Zuora Platform. - [Configure email notifications for Upcoming Renewal standard event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/common-use-cases-of-standard-events/configure-email-notifications-for-upcoming-renewal-standard-event.md): Learn how to automatically send customers an email notification when their subscription is coming up for renewal. - [Configure notifications for the API Performance event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/common-use-cases-of-standard-events/configure-notifications-for-the-api-performance-event.md): Learn how to configure notifications with different triggering thresholds for the API Performance event. - [Mute notifications for System Health dashboard events](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/common-use-cases-of-standard-events/mute-notifications-for-system-health-dashboard-events.md): Learn how to stop triggering notifications for particular System Health dashboard events. - [Parent and event category code for Events and Notifications](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/standard-events/parent-and-event-category-code-for-events-and-notifications.md): Describes Zuora's event organization using parent category codes and event category codes. - [Custom event overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/custom-events.md): Custom events are user-defined events that allow you to trigger notifications based on changes to standard or custom objects. - [Create a custom event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/create-a-custom-event.md): Learn how to create a custom event in the Zuora UI. - [View custom events and custom scheduled events](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/view-custom-events-and-custom-scheduled-events.md): Learn how to view custom events and custom scheduled events in the Zuora UI. - [Edit a custom event or a custom scheduled event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/edit-a-custom-event.md): Learn how to edit a custom event or a custom scheduled event in the Zuora UI. - [Activate or inactivate a custom event or a custom scheduled event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/activate-or-inactivate-a-custom-event.md): Learn how to activate or inactivate a custom event or a custom scheduled event in the Zuora UI. - [Clone a custom event or a custom scheduled event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/clone-a-custom-event-or-a-custom-scheduled-event.md): Learn how to clone an existing custom event or custom scheduled event in the Zuora UI. - [Delete a custom event or a custom scheduled event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/delete-a-custom-event-or-a-custom-scheduled-event.md): Learn how to delete a custom event or a custom scheduled event in the Zuora UI. - [Supported base object for custom events](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/supported-base-object-for-custom-events.md): Provides the base objects supported for custom events and the communication profile Zuora uses for each object. - [Sample code for custom events](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-events/sample-codes-of-custom-events.md): Provides sample code for frequently used custom events. - [Zuora custom event overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/zuora-custom-events/zuora-custom-events.md): Zuora custom events are pre-defined events for Zuora Orders and other features, such as Prepaid with Drawdown and Unbilled Usage. - [Zuora custom events for Orders](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/zuora-custom-events/zuora-custom-events-for-zuora-orders.md): Describes Zuora custom events for the Orders feature. - [Zuora custom events for other features](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/zuora-custom-events/zuora-custom-events-for-other-features.md): Describes Zuora custom events for features other than Orders, including Prepaid with Drawdown and Unbilled Usage. - [View Zuora custom events](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/zuora-custom-events/view-zuora-custom-events.md): Learn how to view Zuora custom events in the Zuora UI. - [Custom scheduled event overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-scheduled-events/custom-scheduled-events.md): Custom scheduled events are user-defined events that allow you to trigger notifications based on a daily schedule. - [Create a custom scheduled event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-scheduled-events/create-a-custom-scheduled-event.md): Learn how to create a custom scheduled event in the Zuora UI. - [Supported base object and field for custom scheduled events](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-scheduled-events/supported-base-object-and-field-for-custom-scheduled-events.md): Provides the base objects and base fields supported for custom scheduled events and the communication profile Zuora uses for each object. - [Walkthrough for creating a custom scheduled event and notification](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/custom-scheduled-events/walkthrough-for-creating-a-custom-scheduled-event-and-notification.md): Demonstrates the high-level process of creating a custom scheduled event and a corresponding notification definition. - [Condition builder overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/condition-builder/condition-builder-overview.md): Describes the UI elements and basic concepts of the condition builder. - [Add conditions and groups](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/condition-builder/add-conditions-and-groups.md): Learn how to use condition builder to add conditions and groups for custom events or custom filters for notification definitions. - [Available comparison operators](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/condition-builder/available-comparison-operators.md): Provides available comparison operators for the condition builder, including value examples. - [Examples of conditions for common use cases](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/condition-builder/examples-of-conditions-for-common-use-cases.md): Provides examples and explanations of conditions for common use cases. - [Email template overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/email-template-overview.md): Email templates specify details of email notifications, such as the sender, recipients, email subject and email body. - [Create an email template](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/create-an-email-template.md): Learn the high-level process of creating email templates in the Zuora UI. - [Specify basic template information](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/create-an-email-template/specify-basic-template-information.md): Learn how to specify the basic information when creating or updating an email template. - [Specify email subject and body](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/create-an-email-template/specify-email-subject-and-body.md): Learn how to specify email subject and edit the content of email notifications when creating or updating an email template. - [View email templates](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/view-email-templates.md): Learn how to view email templates in the Zuora UI. - [Preview an email template](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/preview-an-email-template.md): You can verify the configuration of existing email templates by sending preview emails. - [Add custom email headers](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/add-custom-email-headers.md): Learn how to add custom email headers in email templates to include additional information in email notifications. - [Clone an email template](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/clone-an-email-template.md): You can create an email template with duplicated configuration by cloning an existing email template. - [Insert multimedia components into email templates](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/insert-multimedia-components-into-email-templates.md): Learn how to insert multimedia components, such as countdown timers, social media icons, or embedded videos, into email templates. - [Reusable block configuration in email templates](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/reusable-blocks/reusable-block-configuration.md): Learn the high-level process of configuring reusable blocks in email templates. - [Create reusable blocks](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/reusable-blocks/reusable-block-configuration/create-reusable-blocks.md): Learn how to create reusable blocks for common elements in email notifications. - [Embed reusable blocks into email templates](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/reusable-blocks/reusable-block-configuration/embed-reusable-blocks-into-email-templates.md): Learn how to embed reusable blocks into email templates. - [Edit reusable blocks](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/email-templates/reusable-blocks/edit-reusable-blocks.md): Learn how to update reusable blocks. Updates made to a reusable block are automatically applied across all linked email templates. - [Callout template overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/callout-templates/callout-template-overview.md): Callout templates specify details of callout notifications, such as the HTTP method, request URL, and request body. - [Create a callout template](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/callout-templates/create-a-callout-template.md): Learn how to create callout templates in the Zuora UI. - [Insert merge fields into callout templates](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/callout-templates/insert-merge-fields-into-callout-templates.md): Describes how to use merge fields to include related object data in the request URL, request body, HMAC authentication data, or custom headers of a callout template. - [Insert merge fields into the request body of callout templates](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/callout-templates/insert-merge-fields-into-the-request-body-of-callout-templates.md): Describes how to use merge fields to include related object data in request body of a callout template. - [Preview the callout request of a callout template](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/callout-templates/preview-the-callout-request-of-a-callout-template.md): Learn how to specify an object to preview the callout request of a callout template. - [View callout templates](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/callout-templates/view-callout-templates.md): Learn how to view detailed information on each callout template, including the template name, description, related notifications, and status. - [Merge field syntax](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/merge-fields-for-email-and-callout-templates/merge-field-syntax-for-email-and-callout-templates.md): Describes the merge field syntax you can use to include related object data in email or callout templates. - [Data source merge fields](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/merge-fields-for-email-and-callout-templates/data-source-merge-fields-for-email-and-callout-templates.md): Most events that email or callout templates relate to are mapped to a data source. You can use fields from the data source as merge fields in email and callout templates to customize your notification emails and callouts. - [System merge fields](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/merge-fields-for-email-and-callout-templates/system-merge-fields-for-email-and-callout-templates.md): Describes system merge fields used to include system-level information in email and callout templates. - [Examples of using merge fields](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/merge-fields-for-email-and-callout-templates/examples-of-using-merge-fields.md): Provides common use cases and examples for using merge fields. - [Create a notification](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/create-a-notification.md): Learn the high-level process of creating a notification definition with the notification editor. - [Define trigger](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/create-a-notification/step-1-define-trigger.md): Learn how to select the trigger type when creating a notification definition. - [Select a related event](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/create-a-notification/step-2-select-a-related-event.md): Learn how to select the related event when creating a notification definition. - [Set system and custom filters](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/create-a-notification/step-3-set-filters.md): Learn how to set system and custom filters when creating a notification definition. - [Set delivery options](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/create-a-notification/step-4-set-delivery-options.md): Learn how to set delivery options, such as email or callout, when creating a notification definition. - [Define target accounts](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/create-a-notification/step-5-define-target-accounts.md): Learn how to specify associated communication profiles when creating a notification definition. - [Finalize notification details](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/create-a-notification/step-6-finalize-notification-details.md): Learn how to specify basic information and additional settings when creating a notification definition. - [Review notification](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/create-a-notification/step-7-review-notification.md): Learn how to review notification configuration details when creating a notification definition. - [View notifications](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/view-notifications.md): Learn how to view details on notification definitions in the Zuora UI. - [Edit a notification](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/edit-a-notification.md): Learn how to edit a notification definitions in the Zuora UI. - [Edit notifications in bulk](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/edit-notifications-in-bulk.md): Learn how to edit notifications in bulk in the Zuora UI. - [Assign communication profiles for a notification](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/assign-communication-profiles-for-a-notification.md): Learn how to assign communication profiles in bulk for notification definitions. - [Callout notification overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/callout-notification-overview.md): Callouts, also known as, webhooks, are event-based API calls that Zuora makes out to other systems, rather than directly to the customers. Callout notifications can be used by these systems to take information and act upon them based on configured workflows or triggers. - [Report on notification histories](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/report-on-notification-histories.md): Zuora generates a notification history object when an email or callout notification is triggered, capturing the status and relevant details. You can view or resend notification histories, and query these histories through various methods, such as Data Source Export, Data Query, and AQuA API. - [View notification histories](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/report-on-notification-histories/view-notification-histories.md): Learn how to view notification histories on the Setup Profiles, Notifications and Email Templates page. - [Resend a notification history](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/report-on-notification-histories/resend-a-notification-history.md): Learn how to resend a notification history on the Setup Profiles, Notifications and Email Templates page. - [Sample queries for querying notification histories through Data Query](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/notifications/report-on-notification-histories/sample-queries-for-querying-notification-histories.md): Provides common use cases and sample queries for querying notification histories through Data Query. - [Communication profile overview](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/communication-profiles/communication-profile-overview.md): Communication profiles allow you to send event-driven notifications to targeted customer accounts. - [Configure communication profiles](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/communication-profiles/configure-communication-profiles.md): Learn the high-level process of configuring communication profiles, accounts, and notification settings to send notifications based on customer groups. - [Create a communication profile](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/communication-profiles/configure-communication-profiles/create-a-communication-profile.md): Learn how to create a communication profile. - [Link a communication profile to a customer account](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/communication-profiles/configure-communication-profiles/link-a-communication-profile-to-a-customer-account.md): Learn how to link a communication profile to a customer account on the account detail page. - [View communication profiles](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/communication-profiles/view-communication-profiles.md): Learn how to view the details on communication profiles. - [Edit a communication profile](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/communication-profiles/edit-a-communication-profile.md): Learn how to update the configuration, such as the name, profile number, locale, or description, of a communication profile. - [Activate or deactivate all communication profiles](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/communication-profiles/activate-or-deactivate-all-communication-profiles.md): Learn how to activate or deactivate all communication profile. - [Flexible communication profile](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/communication-profiles/flexible-communication-profile.md): The flexible communication profile feature allows you to override predefined communication profiles in real time, enabling notification customization for specific events. - [SMTP server for email notifications](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/smtp-server-for-email-notifications.md): An SMTP server handles the delivery of email notifications to your customers. - [Enable Zuora default email server](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/enable-zuora-default-email-server.md): Learn how to enable Zuora default email server to send email notifications. - [Configure external SMTP server](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/configure-external-smtp-server.md): Learn how to configure external SMTP server to send email notifications. - [Common error messages and actions for external SMTP server](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/configure-external-smtp-server/common-error-messages-and-actions-for-external-smtp-server.md): Use this reference to troubleshoot errors when configuring an external SMTP server. - [Configure external SMTP servers for Microsoft 365 using OAuth](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/configure-external-smtp-servers-for-microsoft-365-using-oauth.md): Describes how to configure the external SMTP server for Microsoft 365 using OAuth 2.0 authentication. - [Create an OAuth 2.0 Provider using the Authentication Code grant type](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/configure-external-smtp-servers-for-microsoft-365-using-oauth/create-an-oauth-2-0-provider-using-the-authentication-code-grant-type.md): Learn how to create an OAuth 2.0 provider using the Authentication Code grant type. - [Configure the external SMTP server settings for Microsoft 365](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/configure-external-smtp-servers-for-microsoft-365-using-oauth/configure-the-external-smtp-server-settings-for-microsoft-365.md): Learn how to configure external SMTP server settings for Microsoft 365. - [Configure advanced SMTP server](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/configure-advanced-smtp-server.md): Learn how to configure advanced SMTP server to send email notifications. - [Verify a domain identity](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/configure-advanced-smtp-server/verify-a-domain-identity.md): Learn how to verify a domain identify when configuring advanced SMTP server. - [Verify an email identity](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/configure-advanced-smtp-server/verify-an-email-identity.md): Learn how to verify an email identify when configuring advanced SMTP server. - [Email deliverability configuration for email notifications and Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-email-settings/email-deliverability-configuration-for-email-notifications-and-workflow.md): Zuora allows you to email invoices and send a variety of customer notifications from within the Zuora Billing application and Workflow to your end customers. - [Configure callout settings](https://zuora.ferndocs.com/docs/platform/extensibility/events-and-notifications/configure-callout-settings.md): Learn how to configure callout settings, such as the number of attempts.