Integrate Zoho SalesIQ with ProductPlan
Send information between Zoho SalesIQ and ProductPlan automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and ProductPlan 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
Parked bar created
Triggers when a new parked bar is created
Roadmap created
Triggers when a new roadmap is created
Planned bar created
Triggers when a new planned bar is created
External link created
Triggers when a new external link 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 comment
Creates a new comment
Create external link
Creates a new external link
Create parked bar
Creates a new bar with a status of parked
Update parked bar
Updates the details of an existing parked bar
Update planned bar
Updates the details of an existing planned bar
Update external link
Updates the details of an existing external link
Fetch comment
Fetches the details of an existing comment using ID
Fetch parked bar
Fetches the details of an existing parked bar using ID
Fetch roadmap
Fetches the details of an existing roadmap using ID
Fetch planned bar
Fetches the details of an existing planned bar using ID
Fetch external link
Fetches the details of an existing external link using ID
Fetch planned bar by name
Fetches the details of an existing planned bar using planned bar name
Fetch parked bar by name
Fetches the details of an existing parked bar using parked bar name
Fetch roadmap by name
Fetches the details of an existing roadmap using roadmap name
Fetch external link by name
Fetches the details of an existing external link using external link name
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 ProductPlan?
ProductPlan is an easy-to-use roadmap software application that lets product managers build and share beautiful product roadmaps.
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.
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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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Toto
Technical Engineer, Master Liveaboards
