Integrate Forecast with Zoho Bookings
Send information between Forecast and Zoho Bookings automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Forecast and Zoho Bookings using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
Appointment rescheduled
Triggers when an appointment is rescheduled
Appointment marked as no-show
Triggers when an appointment is marked as no-show
Appointment canceled
Triggers when an appointment is canceled
Appointment marked as completed
Triggers when an appointment is marked as completed
Payment failure
Triggers when a payment fails
Appointment booked
Triggers when an appointment is booked
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create client
Creates a new client
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Fetch label
Fetches an existing label by name
Create service
Creates a new service
Create appointment
Creates a new appointment
Update service
Updates the details of an existing service by service ID
Reschedule appointment
Reschedules appointment to another slot
Update appointment
Updates the details of an appointment
Fetch service
Fetches the details of the selected service
Fetch availability
Fetches the details of the availability by resource ID or staff ID
Fetch appointment
Fetches the details of an existing appointment by ID
Fetch staff
Fetches the details of an existing staff by ID or email address
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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