Integrate Zoho SalesIQ with Easy Projects
Send information between Zoho SalesIQ and Easy Projects automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Conversation missed
Triggers when a conversation is missed
Conversation completed
Triggers when a conversation is completed
Department created
Triggers when a new department is created to the specified portal
Conversation created
Triggers when a new conversation is created
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation participants deleted
Triggers when a participant is removed from a conversation
Operator added
Triggers when a new operator is added
Conversation attender updated
Triggers when an operator picks up a chat
Conversation rated
Triggers when a conversation is rated
Conversation transfer initiated
Triggers when a conversation transfer is initiated
New activity
Triggers when a new activity is created
Updated activity
Triggers when an existing activity is updated
New activity message
Triggers when a new message is posted in the selected activity
New project
Triggers when a new project is created
New time log
Triggers when a time log is created
Updated time log
Triggers when an existing time log is updated
New user
Triggers when a new user is created
New project message
Triggers when a new message is posted in the selected project
Updated project
Triggers when an existing project is updated
New customer
Triggers when a new customer is created
New project activity
Triggers when a new activity is created in the selected project
All Actions - Actions are the automated tasks
Create article
Creates a new article
Associate operators to department
Associates operators to the selected department
Send message to latest conversation
Sends a message to the latest conversation
Disable department
Disables the selected department
Update operator status
Updates the status of an existing operator
Enable department
Enables the selected department
Update customer
Updates the details of an existing customer
Post project message
Posts a new message in a project
Update user
Updates the details of an existing user
Post activity message
Posts a new message in an activity
Create project
Creates a new project
Create User
Creates a new user
Create time log
Creates a new time log
Create activity
Creates a new activity
Create customer
Creates a new customer
Update time log
Updates an existing time log
Update project
Updates an existing project
Update activity
Updates an existing activity
Fetch time log
Fetches an existing time log by its unique ID
Fetch project
Fetches an existing project by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
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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What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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