Integrate Zoho Bookings with CloudTalk

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

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Send an SMS notification from CloudTalk when a booking is created in Zoho Bookings

Send SMS confirmations to assist customers in managing their appointments efficiently. This flow will initiate an SMS message from CloudTalk in response to a new booking in Zoho Bookings.

How it works
  1. The flow triggers when an appointment is booked in Zoho Bookings.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send an SMS notification from CloudTalk when a booking is created in Zoho Bookings

Zoho Bookings + CloudTalk

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Supported triggers and actions

Integrate Zoho Bookings and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Appointment booked

Triggers when an appointment is booked

Appointment rescheduled

Triggers when an appointment is rescheduled

Appointment marked as no-show

Triggers when an appointment is marked as no-show

Appointment canceled

Triggers when an appointment is canceled

Appointment marked as completed

Triggers when an appointment is marked as completed

Payment failure

Triggers when a payment fails

Call created

Triggers when a new call of the selected type is created

Agent created

Triggers when a new agent is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create service

Creates a new service

Create appointment

Creates a new appointment

Update service

Updates the details of an existing service by service ID

Reschedule appointment

Reschedules appointment to another slot

Update appointment

Updates the details of an appointment

Fetch staff

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

Fetch service

Fetches the details of the selected service

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

Add note

Adds a note to an existing contact

Add activity

Adds an activity to an existing contact

Create contact

Creates a new contact

Create agent

Creates a new agent

Send SMS

Sends an SMS message

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

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 CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

Build comprehensive workflows using

Webhook triggers

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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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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