Integrate Zoho SalesIQ with Atera
Send information between Zoho SalesIQ and Atera automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and Atera 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
Ticket resolved
Triggers when an existing ticket is resolved or closed
Alert created
Triggers when a new alert 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
Add contact
Creates a new contact
Create ticket
Creates a new ticket
Create alert
Creates a new alert
Add customer
Creates a new customer
Update customer
Updates the details of an existing customer
Update ticket
Updates the details of an existing ticket
Update contact
Updates the details of an existing contact
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch alert
Fetches the details of an existing alert using alert ID
Fetch contact
Fetches the details of an existing contact using contact ID
Fetch customer
Fetches the details of an existing customer using customer 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.
Similar apps
What is Atera?
Atera is an IT management solution that enables monitoring, management and automation of SMB IT networks from a single console. It includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more.
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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.
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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
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
