Integrate Zoho SalesIQ with Saasu
Send information between Zoho SalesIQ and Saasu automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and Saasu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New item
Triggers when a new item is created
New contact
Triggers when a new contact is created
New activity
Triggers when a new activity is created
Contact updated
Triggers when the details of an existing contact are updated
New company
Triggers when a new company is created
New purchase order
Triggers when a new purchase order is created
New invoice
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
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
Create journal
Creates a new journal
Create account
Creates a new account
Create item
Creates a new item
Create inventory adjustment
Creates a new inventory adjustmemt
Create contact
Creates a new contact
Create activity
Creates a new activity
Create item invoice
Creates a new invoice with item layout and inventory items
Create company
Creates a new company
Create service invoice
Creates a new invoice with service layout
Update activity
Updates the details of an existing activity
Update account
Updates the details of an existing account
Fetch contact
Fetches details of the selected contact
Update journal
Updates the details of an existing journal
Update company
Updates the details of an existing company
Update contact
Updates details of the selected contact
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update inventory adjustment
Updates the details of an existing inventory adjustment
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
What is Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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.
Learn more >
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
