Verified integration

Zoho SalesIQ Integration

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How it connects

Supported triggers & actions in Zoho SalesIQ

A trigger is the event that starts the workflow; an action is what FlowMattic performs to sync data with Zoho SalesIQ.

Conversation Created
Triggers when a new conversation is started by a visitor.
Trigger
Conversation Missed
Triggers when a conversation is missed (no operator responds).
Trigger
Conversation Completed
Triggers when a conversation is closed/completed.
Trigger
Conversation Rated
Triggers when a visitor submits a rating for a conversation.
Trigger
Conversation Reopened
Triggers when a completed conversation is reopened.
Trigger
Visitor Replied
Triggers when a visitor sends a message in a conversation.
Trigger
Operator Replied
Triggers when an operator sends a message in a conversation.
Trigger
Conversation Attender Updated
Triggers when the attending operator of a conversation changes.
Trigger
Transfer Initiated
Triggers when a conversation transfer is initiated.
Trigger
Transfer Accepted
Triggers when a conversation transfer is accepted.
Trigger
Transfer Rejected
Triggers when a conversation transfer is rejected.
Trigger
Conversation Metrics Updated
Triggers when conversation performance metrics are updated.
Trigger
Participants Added to Conversation
Triggers when an operator is added as a participant to a conversation.
Trigger
Participants Removed from Conversation
Triggers when a participant operator is removed from a conversation.
Trigger
Supervisor Added to Conversation
Triggers when a supervisor is added to monitor a conversation.
Trigger
Conversation Message Edited
Triggers when a message in a conversation is edited.
Trigger
Conversation Message Deleted
Triggers when a message in a conversation is deleted.
Trigger
Visitor Updated
Triggers when a visitor's information is updated.
Trigger
Contact Tag Added/Removed
Triggers when a tag is added or removed from a contact.
Trigger
Lead Tag Added/Removed
Triggers when a tag is added or removed from a lead.
Trigger
Operator Created
Triggers when a new operator is added to the portal.
Trigger
Operator Updated
Triggers when an operator's details are updated.
Trigger
Operator Deleted
Triggers when an operator is removed from the portal.
Trigger
Operator Added to Department
Triggers when an operator is associated with a department.
Trigger
Operator Removed from Department
Triggers when an operator is removed from a department.
Trigger
Department Created
Triggers when a new department is created.
Trigger
Department Updated
Triggers when a department's details are updated.
Trigger
Department Deleted
Triggers when a department is deleted.
Trigger
Brand Enabled
Triggers when a brand (widget) is enabled in the portal.
Trigger
Brand Disabled
Triggers when a brand (widget) is disabled in the portal.
Trigger
Tag Created
Triggers when a new tag is created in the portal.
Trigger
Tag Updated
Triggers when a tag's name or color is updated.
Trigger
Tag Deleted
Triggers when a tag is deleted from the portal.
Trigger
List Conversations
Retrieve a list of conversations with optional filters.
Action
Get Conversation Details
Retrieve full details of a specific conversation by its ID.
Action
Get Visitor Info
Get full visitor details for a specific conversation.
Action
Send Message (Operator)
Send a message as an operator in an active conversation.
Action
Pick Up Chat
Assign and pick up an unattended or waiting conversation.
Action
Close Chat
Close an active ongoing conversation.
Action
Transfer Chat
Transfer a conversation to another department or operator.
Action
Get Conversation Transcript
Retrieve all messages in a conversation (transcript).
Action
Get Attachment URL
Get the download URL for a file attachment in a conversation.
Action
Update Conversation Custom Info
Set custom key-value data on a conversation (visible to operators).
Action
List Operators
Retrieve all operators in the SalesIQ portal.
Action
Get Operator Details
Retrieve full details of a specific operator.
Action
Update Operator
Update profile fields of an operator.
Action
List Departments
Retrieve all departments in the SalesIQ portal.
Action
Create Department
Create a new department in the SalesIQ portal.
Action
Update Department
Update the name, description, or visibility of a department.
Action
Delete Department
Delete a department and transfer its operators/chats to another department.
Action
Create Operator
Invite a new operator to the SalesIQ portal.
Action
Delete Operator
Remove an operator from the SalesIQ portal.
Action
List Calls
Retrieve a list of voice/audio calls with optional filters.
Action
List Articles
Retrieve knowledge base articles with optional filters.
Action
Get Article
Retrieve full details of a specific knowledge base article.
Action
Create Article
Create a new knowledge base article.
Action
Update Article
Update the title, content, or settings of an existing article.
Action
Delete Article
Permanently delete a knowledge base article.
Action
List Article Categories
Retrieve all knowledge base article categories.
Action
Create Article Category
Create a new article category in the knowledge base.
Action
Update Article Category
Rename an existing article category.
Action
Delete Article Category
Delete an article category from the knowledge base.
Action
List Canned Responses
Retrieve all canned responses in the portal with optional filters.
Action
Get Canned Response
Retrieve details of a specific canned response by its ID.
Action
Create Canned Response
Create a new canned response in the portal.
Action
Update Canned Response
Update the content or settings of an existing canned response.
Action
Delete Canned Response
Permanently delete a canned response by its ID.
Action
List Tags
Retrieve all tags in the portal, optionally filtered by module.
Action
Create Tag
Create a new tag definition in the portal.
Action
Remove Tag from Record
Remove a tag from a specific conversation, visitor, contact, or company record.
Action

Connect Zoho SalesIQ to 802+ apps

Getting started

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Connect your account

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Pick a trigger

Choose the Zoho SalesIQ event that should kick off your workflow.

Automate the actions

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In the wild

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See how teams are using Zoho SalesIQ with FlowMattic to automate their work.

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Connect Zoho SalesIQ with 802+ apps

Build powerful automated workflows by connecting Zoho SalesIQ with your favorite tools and platforms.

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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.

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