Integrate Zoho Bookings with Zoho SalesIQ

Send information between Zoho Bookings and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho Bookings and Zoho SalesIQ using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Appointment canceled

Triggers when an appointment is canceled

Appointment rescheduled

Triggers when an appointment is rescheduled

Appointment marked as no-show

Triggers when an appointment is marked as no-show

Appointment booked

Triggers when an appointment is booked

Appointment marked as completed

Triggers when an appointment is marked as completed

Payment failure

Triggers when a payment fails

Conversation participants added

Triggers when participants are invited to the chat

Conversation transfer initiated

Triggers when a conversation transfer is initiated

Conversation rated

Triggers when a conversation is rated

Conversation attender updated

Triggers when an operator picks up a chat

Conversation missed

Triggers when a conversation is missed

Conversation transfer accepted

Triggers when a transferred chat is accepted by the operator

Department created

Triggers when a new department is created to the specified portal

Conversation completed

Triggers when a conversation is completed

Operator added

Triggers when a new operator is added

Conversation participants deleted

Triggers when a participant is removed from a conversation

Conversation transfer rejected

Triggers when a transferred chat is rejected by the operator

Conversation created

Triggers when a new conversation is created

All Actions - Actions are the automated tasks

Create service

Creates a new service

Create appointment

Creates a new appointment

Reschedule appointment

Reschedules appointment to another slot

Update appointment

Updates the details of an appointment

Update service

Updates the details of an existing service by service ID

Fetch staff

Fetches the details of an existing staff by ID or email address

Fetch availability

Fetches the details of the availability by resource ID or staff ID

Fetch appointment

Fetches the details of an existing appointment by ID

Fetch service

Fetches the details of the selected service

Associate operators to department

Associates operators to the selected department

Create article

Creates a new article

Enable department

Enables the selected department

Update operator status

Updates the status of an existing operator

Disable department

Disables the selected department

Send message to latest conversation

Sends a message to the latest conversation

What is Zoho Bookings?

Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.

What is Zoho SalesIQ?

Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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