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
Reference
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.
More details: Reschedule Appointment API
Please configure the following code on the Deluge script page.
Code link: Rescheduling an appointment
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.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kaushik S
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
BUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the followingShow iFrame of related List inside of Blueprint Transition
Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?Lookup Fields not Converting
I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There2024: A Year of Transformation with Zoho Forms
As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were allStop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.Bigin API Token Request ("invalid_client")
Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameterCustomer Happiness not clickable when using API
Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_GetthecustomerfeedbackplaceholderlinkSend To Zoho Sign not Showing
The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?How to Get An Image's URL once it's uploaded to library?
I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac【Zoho CRM】インポート機能のアップデート：既存データへのタグ追加が可能に！
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます： 個別タグ付け：少数のデータを手動でタグ付け 自動化：特定のタイミングで繰り返しタグ付け 一括更新：インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。Link to Desk tickets
Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!Bluerprints: How to connect the created record back?
I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!Populate a Related List Item based on a Stage
I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals thatBeing able to draw inside a module ?
I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he2 serial numbers for 1 item (Mac address and Serial number)
There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbersHolidays
Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and weDelete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...Analytics Module: Can you move items from one dashboard to another?
Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets toCopy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?Is there a way to print the dashboard?
I would like the capability of printing the dashboard - is that possible?Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would beIntroducing Record Summary: smarter insights at your fingertips
Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplifySuppress "spreadsheet will not be saved" message on published sheet
I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheetMissing "Email Authentication" tab
Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, thatShow item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the itemZoho Analytics to Zoho Sheets - automatic update?
Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?Integration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enrollHow to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give meTask status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -Task module and related-to field
In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relateAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).migrating from Zoho Invoices (CRM) to Zoho Books
Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 yearsZoho MA and Custom Module
I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email orWhen is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.Year-End Wrap: Declutter Your Inbox Using Email Filters
Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? NowUnified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easilyQ4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingFormula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formulaItems attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on theNext Page