Now Zobot can log your appointments with Zoho Bookings!

Now Zobot can log your appointments with Zoho Bookings!

Hi everyone, good to see you!

Here's a simple yet efficient Zobot for organizing and scheduling appointments via Zoho Bookings. This Zobot can start a proactive conversation, schedule appointments/bookings with your website visitors on their preferred date & time, and makes the job easier for both operator and visitor. You can do slight customization to the script given here according to your business needs and use it on your website instantly.

How does this Zobot work?

This bot is integrated with Zoho bookings. It can engage visitors, list the available services, and schedule a booking on available slots only after verifying via email OTP . 
  • Schedule bookings: The Bot collects email, preferred date and time by calender widget and schedules a booking in available slots. 
  • Track bookings: The Bot assists in checking the status of bookings by simply receiving a booking ID from the user.
  • Verify email: The Bot is programmed to verify the email by sending OTP,  only verified visitors will be allowed to do further process. 
  • Reschedule bookings: The Bot can reschedule an appointment on the available slots by simply receiving a booking ID. 
Zobot flow:

How to integrate Zobot and Zoho Bookings?

To use Zoho booking built-in functions:
  • In the Zoho SalesIQ dashboard, navigate to Settings > Zobot > Add . Provide the necessary information and choose SalesIQ Scripts platform. 
  • Click on Connection at the left bottom. You will be redirected to the connection page.
  • Click on Create connection at the top right corner. 
  • Under Default connection , select Zoho OAuth
  • Then, give your connection a name , connection link name and choose scopes.
  • Click on Create And Connect . Upon successful authentication,  Zoho SalesIQ and Zoho Bookings will be connected. 
Note : The Connection Link Name will be used in scripts to invoke URL tasks.

How to create this Zobot?
  • In the Zoho SalesIQ dashboard, navigate to Settings > Zobot > Add. Provide the necessary information and choose SalesIQ Scripts platform. 
  • Copy and paste the attached code and make the following changes.
  • To get available slots/create appointment (built-in function):
  1. available = zoho.bookings.getAvailableSlots( 4302354000000026055 , 4302354000000026073 ,date," bookings ");
  2. response = zoho.bookings.createAppointment( 4302354000000026055 ,date1,customerDetails, 4302354000000026073 ,"Asia/Calcutta",true,"bookings");
  3. // bookings - Connection link name.
  4. // 4302354000000026055 - Replace with your service ID
  5. // 4302354000000026073 - Replace with your staff ID associated to respective service.
  • To generate access token to reschedule appointments and check status of appointment:
  1. //Create a map to store the values of parameter
  2. params = Map();
  3. params.put("client_id"," <paste your client id> ");
  4. params.put("client_secret"," <paste your client secret> ");
  5. params.put("grant_type","refresh_token");
  6. params.put("redirect_uri","");
  7. params.put("refresh_token"," <paste your refresh token> ");
  8. header = Map();
  9. get_appoit_access_token = invokeurl
  10.      [
  11.            url :""
  12.            type :POST
  13.            parameters:params
  14.            headers:header
  15.      ];
Head's Up:
  • We also have sample scripts for different use cases. 
  • Learn more about Zoho its built-in integrations here .
To know more about the features of zobot, kindly visit our Resources Section
Happy Zoboting!

Sasidar Thandapani

    Zoho Developer Community

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