Bidirectional sync between Zoho Bookings and Zoho CRM - Part 2

Bidirectional sync between Zoho Bookings and Zoho CRM - Part 2

Hey community members,

Welcome again!

This post continues our discussion of the bidirectional sync between Zoho Bookings and Zoho CRM, focusing on how to reschedule appointments in Zoho Bookings from Zoho CRM. If you've arrived at this community post directly, we recommend checking out Part 1 of this topic for a better understanding. You can access Part 1 through the following link: Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

How we're approaching this reschedule action:

Whenever a meeting initially scheduled through the Zoho Bookings application is rescheduled either within the Meetings module or through the CRM calendar, the changes are recorded and the corresponding appointment within Zoho Bookings is also rescheduled.


 
Create a function for rescheduling appointments

Complete these steps in Zoho CRM.

Step 1: Creating connections

You don't need to create a separate connection for the reschedule action. You can utilize the same connection name that we established in Part 1 of the Zoho Bookings - Zoho CRM bidirectional sync.

Step 2: Creating functions

Configuring a function that reschedules appointments differs slightly from the functions we discussed in Part 1 of the Zoho Bookings - Zoho CRM bidirectional sync.

Note: Here, we'll fetch the time zone in which the customer scheduled the appointment so that when we reschedule the booking, it will be rescheduled within the same time zone the customer initially chose.

Here are the steps:
      1. Go to Setup > Developer Space > Functions.
      2. In the Functions page, click + Create New Function.

      3. Configure the function name, display name, and description.
      4. Set the category as automation.

Reference


More details: Functions

      5. Next, configure the function's arguments. For the reschedule function, we'll have to pass two arguments: bookingID
           as a string, and from as a date.
           a. Click on Edit Arguments on the Deluge script page.

          b. Set the Parameter Name as bookingID. (Please note that the "bookingID" value is case sensitive and must match
              the term used in the code).
          c. Set the type as string.

        d. Click the +Add button to add a second argument.
        e. Set the Parameter Name as from and its type as date.


Here, we're using the reschedule appointment API. The term "from" specifically denotes the appointment's start time. In the reschedule API, the booking ID is a required parameter, and we must provide either the staff ID or the start time. Given that we're rescheduling based on the start time, we'll pass the start time as an argument and use "from" as the reference point.


Please configure the following code on the Deluge script page. 




Here's an explanation of the code used for the reschedule function, split into three parts for purposes of clarity:

Lines 1-10 serve to invoke the "get appointment" API to retrieve the relevant booking ID and obtain the associated details. The purpose behind fetching this booking data is to access the actual booking start time and the time zone in which the customer initially scheduled the appointment using the Zoho Bookings application. This information is essential for comparing it with the rescheduled date and time.
  • Line 1: Based on the Zoho Bookings account's data center, we'll set up the API endpoint URL configuration. More
                 details: Domain-specific API URLs
  • Line 3: To obtain appointment details, we utilize the GET Appointment API. In this API, the booking ID is a mandatory
                field, so we retrieve the booking ID from the Meetings module and subsequently pass it into the code to
                retrieve the corresponding booking details.
  • Lines 4-10: We use the invokeURL task for API calls. To learn more about the invokeURL task, please refer to the
                following document: InvokeURL task for API calls
In lines 11-13, we execute booking data retrieval and date-time format conversion operations.
  • Line 11: Here, we're fetching the booking's exact start time as scheduled by the customer.
  • Line 12: Here, we're fetching the time zone in which the customer scheduled the appointment.
  • Line 13: We perform the date-time format conversion to ensure compatibility with the reschedule appointment API. This API requires the appointment's start time to be in the format dd-MMM-yyyy HH:mm:ss. We retrieve the start time from the Zoho CRM Meetings module, match it to your CRM application's date and time format, and convert it to the format Zoho Bookings' reschedule appointment API supports.
Lines 14-27 serve to perform comparison and rescheduling operations.
  • Line 14: Here, we're implementing an "if" condition to compare the actual booking start time (bookingstime) and the rescheduled time (time). We do this in order to execute the reschedule API function only if there is any change in the appointment's start date and time. If we don't implement the "if" condition to compare both inputs, the reschedule API function would enter a loop, continuously executing and potentially exceeding the API count limit.
  • Lines 15-27: We use the reschedule appointment API, which requires the booking ID as a mandatory parameter, along with either the staff ID or start time. In this case, as we're rescheduling appointments based on the start time, we provide both the booking ID and the start time. The reschedule appointment API functions similarly to the APIs we've previously discussed, such as the cancel, mark as completed, and no-show APIs.
By reaching the end of these final steps, we've successfully created a function that executes rescheduling actions.

Now, let's proceed with creating a workflow and linking the reschedule function to it. This enables us to automate the syncing of appointment rescheduling actions from Zoho CRM to Zoho Bookings.

Creating a workflow

Create a workflow that handles appointment rescheduling in Zoho Bookings whenever a corresponding meeting is rescheduled within the Zoho CRM application

Part 1: Creating the rule

            1. Go to Setup > Automation > Workflow Rules.
            2. In the Workflow Rules page, click Create Rule.

            3. Select Meetings under Module and configure the rule name and description as required.

Reference:



Part 2: Specifying the rule trigger

        1. Record Action > Edit. 

        
      2. Enable the Specific field(s) gets modified setting and configure it per the screenshot below.

This serves to ensure that the workflow is executed only when the "From" field of the meeting is edited.


      3. Configure condition > All Meetings.


      4.Instant Actions > Function.


      5. Click the New Function button.


      6. In the Configure custom function page, select the "reschedule" function you created from among the functions users in your organization have created.


More details: Specify rule triggers

Part 3: Argument mapping

        1. Press # to choose an argument value.

2. Select Meetings under Module and configure the field as "BookingId".
3. Select Meetings under Module and configure the field as "From".

        4. Click the Save and Associate button.

Reference:


Below is the final flow of the reschedule appointment workflow:



By the end of this process, we will have created a workflow that automatically executes when the "From" field in the Zoho CRM Meetings module is edited with a new date and time.  As a result, this workflow will also reschedule the associated bookings for that meeting to the new date and time in Zoho Bookings.

Conclusion

We've arrived at the end of the community post. As mentioned in Part 1 of the Zoho Bookings—Zoho CRM bidirectional sync community post, with all of these configurations in place, you'll be able to book, cancel, reschedule, and update the status of appointments in Zoho Bookings directly from your Zoho CRM application. Which will make your appointment management easier.

If you have any questions or need assistance with your configuration, please email us at hello@zohobookings.com or support@zohobookings.com. 

    • Recent Topics

    • URGENT: Email stopped workin - can't access admin panel

      For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, however

    • Can I associate an invoice to a Project after the fact?

      We have generated an invoice but would like to assoicate it to a Zoho Project after the fact.  Is there any way to accomplish that? Thanks, Scott

    • Emails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!

      every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)

    • Cannot see correct DNS config for mail after moving domain to another provider

      I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS

    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

    • Auto-fill Contacts in Zoho Mail not working for me

      We just switched to Zoho Mail for our company, and I am noticing that the "auto fill" feature when composing an email -- where the "to" field is autofilled (like in the attachment) from Contatcts works for everyone except me. Any way I might have made

    • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

      Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d

    • Price Managment

      I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

    • Related to zoho survey

      Hi team. I want to know something regarding zoho survey question builder. I have two questions each of dropdown (One answer) - question type. In the first question, there are 16 answer choices and in the second question, there are 3 answer choices. For

    • Text Message

      When trying to sent a text message, it says its an error i should contact a zoho agent

    • Zoho POS is now available for Canadian retailers

      Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does Zoho

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Mass update to change or shift all project dates and keep project structure + shift all sub-tasks dates with main tasks

      Most users would expect that if they change the start date of their project then that will be reflected inside the actual project and any project structure would be retained.  Additionally if a task list with associated sub-tasks is moved, most users would expect that those sub-tasks would also be moved along with their parent task.  This is not the case. For a total Project shift of dates: * the start and end date from > "Edit Project" page can have a radio button added to "shift all project tasks

    • Closing Accounting Periods - Invoice/Posting dates

      Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

    • In-person ZUG Meetups for Real Estate Professionals - US Q1 2026

      The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discover

    • Zoho CRM custom fields not showing in zoho creator

      Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

    • Sending email notifications based on language

      Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,

    • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

      Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

    • Download a file from within a zoho creator widget

      I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

    • Zoho / Outlook Calendar sync

      The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

    • Email content just contain 'OK' ,not what we expect

      create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':

    • Reopen ticket

      Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the reply

    • Allow Admins to Transfer Ownership of Their Own Files & Folders

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability to

    • Tip#46: Capture accurate log hours

      Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the Timesheet

    • Moving to app-specific authentication for Google integrations

      Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to an

    • Lost the ability to sort by ticket owner

      Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

    • How Can i put a form in Zobot

      Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

    • Playback and Management Enhancements for Zoho Quartz Recordings

      Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

    • Zoho Analytics - Feature Request For Time Based Data Source Fetch

      Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

    • Which user's capacity is used for Shared Mailbox storage?

      We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?

    • Inserting the current date / time

      I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 

    • Campaign editor overrides href value

      I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,

    • Bug Report and Suggestions for Improvement in Zoho Applications

      Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

    • Canvas Flex Box containers should not require a width/height.

      Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

    • Zoho Desk Android app update: Filter enhancement, Save Filters

      Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,

    • Very long loading times | bad performance [ZOHO DC: EU]

      Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)

    • Zia Profile Summary now supports six languages and responds faster

      After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

    • Introducing Zoho Show Android 3.0

      Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration

    • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

      Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

    • Peppol integration zoho invoicefu

      Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic

    • Next Page