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 created
Triggers when a new conversation is created
Conversation missed
Triggers when a conversation is missed
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation participants added
Triggers when participants are invited to the chat
Operator added
Triggers when a new operator is added
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation completed
Triggers when a conversation is completed
Conversation rated
Triggers when a conversation is rated
Conversation attender updated
Triggers when an operator picks up a chat
Department created
Triggers when a new department is created to the specified portal
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
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
Send message to latest conversation
Sends a message to the latest conversation
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
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.
Similar apps
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
