Apps / Raven / Notifications & Record-Linking
Notifications & Record-Linking
A ping on the actual invoice or ticket, not a generic channel
Comment directly on a record — an invoice, a ticket, a deal — and the right people get notified. Not a generic channel mention that gets lost.
No credit card required
[01] What it does
Everything Notifications & Record-Linking handles
Record-linked comments
Comment directly on an invoice, ticket, or deal record.
Smart notification routing
Get pinged on the record itself, not a noisy shared channel.
Notification preferences
Control what triggers a notification, per channel or record type.
Mention notifications
@mention someone and they're notified immediately.
Do-not-disturb scheduling
Set quiet hours so notifications don't chase you off the clock.
Digest notifications
Bundle low-priority pings into a daily digest instead of constant interruptions.
Cross-app record previews
See a preview of the linked invoice or ticket without leaving the chat.
Read receipts
See whether a critical message was actually seen.
Notification history
Review every notification you've received, not just the latest.
[02] Who it's for
What changes when you switch
A ping on the record, not a lost channel mention
Notifications tie to the actual invoice or ticket, so nobody has to guess what it's about.
Control what actually interrupts you
Notification preferences and digests mean only what matters gets through in real time.
[03] Compare
See how Notifications & Record-Linking stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedRecord-linked notifications
Native — comment directly on an invoice or ticket
Notification preferences
Per channel and record type
Slack
Record-linked notifications
Not available without a custom integration
Notification preferences
Per channel only
[04] Integrations
Raven works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON NOTIFICATIONS & RECORD-LINKING IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.