Integrate Zoho SalesIQ with PocketSmith
Send information between Zoho SalesIQ and PocketSmith automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation participants deleted
Triggers when a participant is removed from a conversation
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 completed
Triggers when a conversation is completed
Operator added
Triggers when a new operator is added
Department created
Triggers when a new department is created to the specified portal
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Conversation attender updated
Triggers when an operator picks up a chat
Conversation missed
Triggers when a conversation is missed
Conversation rated
Triggers when a conversation is rated
Conversation created
Triggers when a new conversation is created
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Account created
Triggers when a new account belonging to the user is created
Transaction made
Triggers when a new transaction is made in an account
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
Disable department
Disables the selected department
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their 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 PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
