Integrate Clustdoc with Zoho SalesIQ
Send information between Clustdoc and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Clustdoc and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Template created
Triggers when a new template is created
Application closed
Triggers when an application is closed
Online form created
Triggers when a new online form is created
E-contract created
Triggers when a new e-contract is created
Application created
Triggers when a new application is created
Conversation created
Triggers when a new conversation is created
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation participants deleted
Triggers when a participant is removed from a conversation
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 completed
Triggers when a conversation is completed
Operator added
Triggers when a new operator is added
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
Conversation attender updated
Triggers when an operator picks up a chat
Conversation missed
Triggers when a conversation is missed
Conversation rated
Triggers when a conversation is rated
All Actions - Actions are the automated tasks
Create template
Creates a new template
Create message
Creates a new message
Create online form
Creates a new online form
Create application
Creates a new application
Create e-contract
Creates a new e-contract
Update template
Updates the details of an existing template
Update an application
Updates the details of an existing application
Update message
Updates the details of an existing message
Update e-contract
Updates the details of an existing e-contract
Update online form
Updates the details of an existing online form
Fetch template
Fetches the details of an existing template using ID
Fetch e-contract
Fetches the details of an existing e-contract using ID
Fetch online form
Fetches the details of an existing online form using ID
Fetch message
Fetches the details of an existing message using ID
Fetch application
Fetches the details of an existing application using ID
Search application record
Searches for an existing application using an email address, first name, or last name of the contact
Search template record
Searches for an existing template using template name
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
Disable department
Disables the selected department
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
What is Clustdoc?
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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
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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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
Endless integrations. End to manual work.
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