Integrate Zoho SalesIQ with Zoho Notebook
Send information between Zoho SalesIQ and Zoho Notebook automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and Zoho Notebook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation missed
Triggers when a conversation is missed
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation rated
Triggers when a conversation is rated
Operator added
Triggers when a new operator is added
Conversation attender updated
Triggers when an operator picks up a chat
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation created
Triggers when a new conversation is created
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Department created
Triggers when a new department is created to the specified portal
Conversation completed
Triggers when a conversation is completed
Notecard created
Triggers when a new notecard is created in the selected notebook
Notecard updated
Triggers when the details of an existing notecard are updated
Notecard created or updated
Triggers when a new notecard is created or the details of an existing notecard are updated
Notebook created
Triggers when a new notebook 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
Send message to latest conversation
Sends a message to the latest conversation
Update operator status
Updates the status of an existing operator
Disable department
Disables the selected department
Enable department
Enables the selected department
Create notebook
Creates a new notebook
Share notecard
Shares an existing notecard with the specified email address
Share notebook
Shares an existing notebook with the specified email address
Create collection
Creates a new collection
Create notecard
Creates a new notecard in the selected notebook
Move notecards to collection
Moves an existing notecard to the collection
Move notecards to another notebook
Moves an existing notecard to another notebook
Update notebook
Update the details of an existing notebook
Fetch notebook by ID
Fetches the details of a notebook using ID
Fetch notecard
Fetches the details of a notecard by search term
Fetch notebook by name
Fetches the details of a notebook using name
Fetch notecard by ID
Fetches the details of a notecard using its unique 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 Zoho Notebook?
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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