Connect Zoho Bookings and Flexie CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Bookings
Choose an Action
Automatically do this!
- Request a new Action for Flexie CRM
Enable Integrations or automations with these events of Zoho Bookings and Flexie CRM
Enable Integrations or automations with these events of Zoho Bookings and Flexie CRM
Actions
List Staffs
Get a list of staffs.
List Services
Get a list of all services under a workspace.
List Workspaces
Get a list of Workspaces
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Zoho Bookings and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Bookings triggers actions in Flexie CRM (or vice versa).
Absolutely. You can customize how Zoho Bookings data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Bookings and Flexie CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Bookings and Flexie CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Bookings
Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.
Learn MoreAbout Flexie CRM
Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
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