Integrate Zoho Creator with Zoho SalesIQ
Send information between Zoho Creator and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Creator and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created or updated
Triggers when a new record is created or the details of an existing record are updated
Record created
Triggers when a new record is created in the selected form
Record updated
Triggers when an existing record is updated in the selected form
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 record
Creates a new record in the selected form
Add user to customer portal
Adds a user to an existing customer portal
Update record
Updates the details of an existing record in the selected form
Fetch record
Fetches the details of an existing record from the selected view
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 SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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