Integrate Upscope with Zoho SalesIQ
Send information between Upscope and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upscope and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation rated
Triggers when a conversation is rated
Conversation attender updated
Triggers when an operator picks up a chat
Conversation transfer initiated
Triggers when a conversation transfer is initiated
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 participants added
Triggers when participants are invited to the chat
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation created
Triggers when a new conversation is created
Operator added
Triggers when a new operator is added
Conversation participants deleted
Triggers when a participant is removed from a conversation
All Actions - Actions are the automated tasks
Generate link
Generates a link to start screen sharing with a visitor
Fetch visitor by ID
Fetches the details of a visitor by ID
Fetch visitor by search term
Fetches the details of a visitor based on the search term provided
Create article
Creates a new article
Send message to latest conversation
Sends a message to the latest conversation
Associate operators to department
Associates operators to the selected department
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
Disable department
Disables the selected department
What is Upscope?
Upscope is an easy-to-use screen sharing solution for support staff of web products. It allows you to quickly see your users' screens and help them navigate your app.
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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Learn more >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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
