Connect Zoho Bookings and insurgo to Build Intelligent Automations

Choose a Trigger

Zoho Bookings

When this happens...

Choose an Action

insurgo

Automatically do this!

Enable Integrations or automations with these events of Zoho Bookings and insurgo

Enable Integrations or automations with these events of Zoho Bookings and insurgo

Actions

List Staffs

List Staffs

Get a list of staffs.

List Services

List Services

Get a list of all services under a workspace.

List Workspaces

List Workspaces

Get a list of Workspaces

Request a new Action for Zoho Bookings

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Frequently Asked Questions

How do I start an integration between Zoho Bookings and insurgo?

To start, connect both your Zoho Bookings and insurgo accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Bookings triggers actions in insurgo (or vice versa).

Can we customize how data from Zoho Bookings is recorded in insurgo?

Absolutely. You can customize how Zoho Bookings data is recorded in insurgo. This includes choosing which data fields go into which fields of insurgo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Bookings and insurgo?

The data sync between Zoho Bookings and insurgo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Bookings to insurgo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Bookings and insurgo?

Yes, you can set conditional logic to control the flow of data between Zoho Bookings and insurgo. 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.

Zoho Bookings

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.

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insurgo

About insurgo

As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.

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