Integrate Zoho SalesIQ with Shortcut

Send information between Zoho SalesIQ and Shortcut automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho SalesIQ and Shortcut

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Supported triggers and actions

Integrate Zoho SalesIQ and Shortcut 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

Milestone created

Triggers when a new milestone is created

Epic created

Triggers when a new epic is created

Story created

Triggers when a new story is created in a project

Project created

Triggers when a new project is created

Comment added

Triggers when a new comment is added

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 epic

Creates a new epic

Create milestone

Creates a new milestone

Create project

Creates a new project

Create comment

Creates a new comment in a selected story

Create team

Creates a new team

Create label

Creates a new label

Create category

Creates a new category

Create iteration

Creates a new iteration

Create story

Creates a new story in the selected project

Update epic

Updates the details of an existing epic

Update iteration

Update details of an existing iteration

Update label

Updates the details of an existing label

Update team

Update details of an existing team

Update story

Updates the details of an existing story

Fetch team

Fetch the details of an existing team using ID

Fetch epic

Fetch the details of an existing epic using 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.

What is Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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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

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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

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