Zoho SalesIQ Integration
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Supported Triggers and Actions in Zoho SalesIQ
Workflow is a set of actions. Trigger is an event that starts the workflow, and an action is an event that is executed by workflow to sync data with your app.
Conversation Created
Triggers when a new conversation is started by a visitor.
TriggerConversation Missed
Triggers when a conversation is missed (no operator responds).
TriggerConversation Completed
Triggers when a conversation is closed/completed.
TriggerConversation Rated
Triggers when a visitor submits a rating for a conversation.
TriggerConversation Reopened
Triggers when a completed conversation is reopened.
TriggerVisitor Replied
Triggers when a visitor sends a message in a conversation.
TriggerOperator Replied
Triggers when an operator sends a message in a conversation.
TriggerConversation Attender Updated
Triggers when the attending operator of a conversation changes.
TriggerTransfer Initiated
Triggers when a conversation transfer is initiated.
TriggerTransfer Accepted
Triggers when a conversation transfer is accepted.
TriggerTransfer Rejected
Triggers when a conversation transfer is rejected.
TriggerConversation Metrics Updated
Triggers when conversation performance metrics are updated.
TriggerParticipants Added to Conversation
Triggers when an operator is added as a participant to a conversation.
TriggerParticipants Removed from Conversation
Triggers when a participant operator is removed from a conversation.
TriggerSupervisor Added to Conversation
Triggers when a supervisor is added to monitor a conversation.
TriggerConversation Message Edited
Triggers when a message in a conversation is edited.
TriggerConversation Message Deleted
Triggers when a message in a conversation is deleted.
TriggerVisitor Updated
Triggers when a visitor's information is updated.
TriggerContact Tag Added/Removed
Triggers when a tag is added or removed from a contact.
TriggerLead Tag Added/Removed
Triggers when a tag is added or removed from a lead.
TriggerOperator Created
Triggers when a new operator is added to the portal.
TriggerOperator Updated
Triggers when an operator's details are updated.
TriggerOperator Deleted
Triggers when an operator is removed from the portal.
TriggerOperator Added to Department
Triggers when an operator is associated with a department.
TriggerOperator Removed from Department
Triggers when an operator is removed from a department.
TriggerDepartment Created
Triggers when a new department is created.
TriggerDepartment Updated
Triggers when a department's details are updated.
TriggerDepartment Deleted
Triggers when a department is deleted.
TriggerBrand Enabled
Triggers when a brand (widget) is enabled in the portal.
TriggerBrand Disabled
Triggers when a brand (widget) is disabled in the portal.
TriggerTag Created
Triggers when a new tag is created in the portal.
TriggerTag Updated
Triggers when a tag's name or color is updated.
TriggerTag Deleted
Triggers when a tag is deleted from the portal.
TriggerList Conversations
Retrieve a list of conversations with optional filters.
ActionGet Conversation Details
Retrieve full details of a specific conversation by its ID.
ActionGet Visitor Info
Get full visitor details for a specific conversation.
ActionSend Message (Operator)
Send a message as an operator in an active conversation.
ActionPick Up Chat
Assign and pick up an unattended or waiting conversation.
ActionClose Chat
Close an active ongoing conversation.
ActionTransfer Chat
Transfer a conversation to another department or operator.
ActionGet Conversation Transcript
Retrieve all messages in a conversation (transcript).
ActionGet Attachment URL
Get the download URL for a file attachment in a conversation.
ActionUpdate Conversation Custom Info
Set custom key-value data on a conversation (visible to operators).
ActionList Operators
Retrieve all operators in the SalesIQ portal.
ActionGet Operator Details
Retrieve full details of a specific operator.
ActionUpdate Operator
Update profile fields of an operator.
ActionList Departments
Retrieve all departments in the SalesIQ portal.
ActionCreate Department
Create a new department in the SalesIQ portal.
ActionUpdate Department
Update the name, description, or visibility of a department.
ActionDelete Department
Delete a department and transfer its operators/chats to another department.
ActionCreate Operator
Invite a new operator to the SalesIQ portal.
ActionDelete Operator
Remove an operator from the SalesIQ portal.
ActionList Calls
Retrieve a list of voice/audio calls with optional filters.
ActionList Articles
Retrieve knowledge base articles with optional filters.
ActionGet Article
Retrieve full details of a specific knowledge base article.
ActionCreate Article
Create a new knowledge base article.
ActionUpdate Article
Update the title, content, or settings of an existing article.
ActionDelete Article
Permanently delete a knowledge base article.
ActionList Article Categories
Retrieve all knowledge base article categories.
ActionCreate Article Category
Create a new article category in the knowledge base.
ActionUpdate Article Category
Rename an existing article category.
ActionDelete Article Category
Delete an article category from the knowledge base.
ActionList Canned Responses
Retrieve all canned responses in the portal with optional filters.
ActionGet Canned Response
Retrieve details of a specific canned response by its ID.
ActionCreate Canned Response
Create a new canned response in the portal.
ActionUpdate Canned Response
Update the content or settings of an existing canned response.
ActionDelete Canned Response
Permanently delete a canned response by its ID.
ActionList Tags
Retrieve all tags in the portal, optionally filtered by module.
ActionCreate Tag
Create a new tag definition in the portal.
ActionRemove Tag from Record
Remove a tag from a specific conversation, visitor, contact, or company record.
Action
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Send a Slack message when a new SalesIQ conversation is created
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About Zoho SalesIQ
Version 1.0.0
Zoho SalesIQ is a live chat and customer engagement platform. Chat with website visitors, route conversations to operators and track support metrics, and connect it to FlowMattic to automate your live chat workflows.
Zoho SalesIQ Integration Changelog
Track the latest updates, new features, and improvements
v1.0.0 – June 2026
– Initial release