Integrate Zoho Bookings with CloudTalk

Send information between Zoho Bookings and CloudTalk automatically, without writing any code, using Zoho Flow.

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Send an SMS notification from CloudTalk when a booking is created in Zoho Bookings

Send SMS confirmations to assist customers in managing their appointments efficiently. This flow will initiate an SMS message from CloudTalk in response to a new booking in Zoho Bookings.

How it works
  1. The flow triggers when an appointment is booked in Zoho Bookings.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send an SMS notification from CloudTalk when a booking is created in Zoho Bookings

Zoho Bookings + CloudTalk

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Supported triggers and actions

Integrate Zoho Bookings and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Appointment marked as completed

Triggers when an appointment is marked as completed

Appointment booked

Triggers when an appointment is booked

Appointment rescheduled

Triggers when an appointment is rescheduled

Appointment canceled

Triggers when an appointment is canceled

Appointment marked as no-show

Triggers when an appointment is marked as no-show

Call created

Triggers when a new call of the selected type is created

Agent created

Triggers when a new agent is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create appointment

Creates a new appointment

Create service

Creates a new service

Reschedule appointment

Reschedules appointment to another slot

Update service

Updates the details of an existing service by service ID

Update appointment

Updates the details of an appointment

Fetch appointment

Fetches an appointment by its ID

Fetch availability

Fetches the details of the availability by resource ID or staff ID

Fetch service

Fetches the details of the selected service

Create agent

Creates a new agent

Add activity

Adds an activity to an existing contact

Create contact

Creates a new contact

Send SMS

Sends an SMS message

Add note

Adds a note to an existing contact

Update contact

Updates the details of an existing contact

Update agent

Updates the details of an existing agent

Fetch contact

Fetches the details of an existing contact using ID or keyword

What is Zoho Bookings?

Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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