Plug Sample #3: Zoho bookings integration plug for chatbots built with codeless bot builder
Appointment scheduling is an essential process for any business, and we have Zoho Bookings to do it hassle-free. You can further automate the process using AI-powered chatbots, which can save a lot of time and act as an excellent tool to increase engagement with your website visitors. You can build such chatbots without writing a single line of code using our Codeless bot builder that has a drag-and-drop user interface. However, you can make your no-code bot unleash its full potential using Plugs.
Plugs in the Codeless bot platform help you create customized actions and third-party integrations by writing minimal code. Let's learn how to add a Zoho bookings plug for scheduling appointments.
What can this plug incorporate?
The following plug can help you to incorporate an appointment scheduling option using Zoho bookings into your existing codeless bot flow.
- Gets the visitor's preferred date and time.
- Schedule appointments using Zoho bookings.
How to Create this Plugs?
- In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add.
- Provide your Plug a name, description, select the Platform as SalesIQ Scripts , and click on Create Plug.
- Click on Parameters , provide the following:
- Input Parameter 1 : name | Data Type : String
- Input Parameter 2 : email | Data Type : Email
- Input Parameter 3 : phone | Data Type : Phone
- Input Parameter 4 : datetime | Data Type : Date and Time
- Output Parameters : bookingid | Data Type : String
Note : To know how to fetch the operator's available slot, click here.
Create a Connection with Zoho bookings.
- 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 required 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.
- Copy, paste the below code and make the required changes.
- response = Map();
- name = "";
- phone = "";
- email = "";
- datetime = "";
- //Change your service_id and staff_id
- service_id = "4302354000000026055";
- staff_id = "4302354000000026017";
- name = session.get("name").get("value");
- email = session.get("email").get("value");
- phone_number = session.get("phone").get("value");
- phoneList = phone.toList(" ");
- phone = phoneList.get(1);
- datetime = session.get("datetime").get("value").get("date_time");
- //Changing the date and time format
- parsedDate = datetime.toDateTime();
- dateAndTimesList = datetime.toList("T");
- parsedDateList = parsedDate.toString().toList(" ");
- changed_format_datetime = parsedDateList.get(0) + " " + dateAndTimesList.get(1) + ":00";
- //create bookings API
- customerDetails = Map();
- customerDetails.put("name",name);
- customerDetails.put("email",email);
- customerDetails.put("phone_number",phone);
- // "zohobookings" - connection name
- create_booking = zoho.bookings.createAppointment(service_id,changed_format_datetime,customerDetails,staff_id,"Asia/Calcutta",true,"zohobookings");
- bookingid = create_booking.get("response").get("returnvalue").get("booking_id");
- response = Map();
- response.put("bookingid",bookingid);
- return response;
- Then, click Save , preview the plug and Publish it.
How to incorporate Plugs in Codeless bot?
- Navigate to Settings > Bot > Add, provide the necessary information and select Codeless Bot as bot platform or open an existing bot.
- Select the Plugs under Action Block and select the required Plug (Only published plugs will be listed here)
- Provide the Plug inputs and outputs.
- In this case, name, email, phone, date & time are stored in bot context and used as Plug inputs.
- The plug executes and returns the booking ID as output which is stored in bot context (booking.id) for displaying it to the visitors.
- Click Save.
Head's up:
- If you have multiple services and staff, create similar plugs for each service and staff/operator and then associate them respectively in the codeless bot.
- For example, say you provide a service called Depression Therapy, Motivational Therapy and you have two staff for each therapy.
- Create plugs for each service id and staff id, and add them in the bots flow.
- Plug 1 - (Depression Therapy, Staff 1)
- Plug 2 - (Depression Therapy, Staff 2)
- Plug 3 - (Motivational Therapy, Staff 1)
- Plug 4 - (Motivational Therapy, Staff 2)
- Initially, display the services you provide to the visitors (In this case, depression and motivational therapy) using Button blocks.
- Once the visitors select the service, then provide the staff available (Staff 1 and 2) and then add the respective plug in the bot' flow to schedule bookings.
Related Links:
- Plugs help guide.
- Codeless bot help guide.
- Plugs for OTP verification.
- Plug to create a lead in Zoho CRM.
- Plug for getting the status of the ticket in Zoho CRM.
To know more about the features of Zobot, kindly visit our Resources Section.
Regards,
Sasidar Thandapani
Access your files securely from anywhere
New to Zoho Recruit?
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
Sasidar Thandapani
Geoff Bauer
Jaideep Tibrewala
Melvin
Sticky Posts
Plug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!
Hi Everyone! In our Plug sample series, we have another simple yet efficient plug for your Codeless bot builder. Before that, I have a question. Let's say you go to the same coffee shop everyday for your morning coffee. Wouldn't you be happy if the waiter
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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
Need a way to run a client script longet than 10 seconds
By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?Zoho CRM Community Digest - November 2025 | Part 2
Hello Everyone! Second half of November brought several exciting updates, especially around Zia, making AI assistance smarter, faster, and more context-aware. We also feature engaging community snippets highlighting members who went the extra mile toZoho CRM - Writing Assistant Tone
Hi Zoho CRM Team, Text in my emails often gets underlined in yellow because I tend to use a more informal tone with my client's, like using "I'm" instead of "I am". Is there some way for me to tell the system that this is my preferred writing tone, soJobs at multiple locations
Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multipleExciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerfulHide Contact Number for Field Users & Agents
Is it possible to hide the contact number in both the Service Appointment and Work Order modules for field users and agents? The agents are using the Zoho FSM mobile app, and we want to restrict them from viewing the contact number.Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.Introducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forZoho Flow Credits
Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder toForm Submission Emails
Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.How to update Multi File upload field
Assume that i have a multi file upload field,how can i update the same field again?What is the simplest way to import PST to Yahoo Mail?
The simplest way to import PST file into Yahoo Mail is to use a third-party tool that supports direct PST-to-Yahoo migration. Software like Aryson PST Converter lets you upload emails, contacts, attachments, and folders from a PST file straight into yourSubform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user【Zoho CRM for Everyone】設定画面のアップデート
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」の中から、Zoho CRM for Everyone の設定画面のアップデート情報をご紹介します。 目次 設定ホーム画面の追加 設定画面での検索結果の表示形式の変更 設定画面でのよく使用する機能の表示 設定メニューの展開/折りたたみ状態の保持 1. 設定ホーム画面の追加 ホーム画面の設定項目は、直感的に分類できるように"カテゴリごと"で分けられています。 このような一元化された表示により、各ツールが1つの画面に集約され、必要な機能をより簡単に見つけられるようになりました。What's New - November 2025 | Zoho Backstage
A new month, a new set of updates. With a mix of new features and thoughtful improvements, you get smoother workflows and better control across registrations, exhibitors, and communications. Let's take a look at what's new and enhanced in Zoho BackstageCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsUnify Overlapping Functionalities Across Zoho Products
Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,Zoho Checkout - Duplicate Customer record created for each payment received
Hi All. We are using Zoho Checkout to capture online payments for a club membership form (in Zoho Forms). We've noticed that each new payment seems to create a new customer record, regardless of whether the customer already exists in the Zoho FinanceZoho DataPrep switching Date Format
When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"Zoho public comments are confusing and unnecessary
Hi, we use zoho desk and have issues with public comments. We started using them because the "Reply" option just seemed very clumsy because of the following reasons: - the top "Reply" button starts what seems to be a regular email, showing the entireTemplates for Zoho Desk - Knowledge Base
We are looking at migrating our Knowledge base into Zoho Desk. Is there a way of creating templates for article in Knowledge base. We want to be able to set templates for certain types of content. Is this possibleImport KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possibleSub Folders
It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this wayCreate New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!Auto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toWhat KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?
Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-usedBackorder quantity change
New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items.How to Associate multiple contacts with deal in Sales Inbox
Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" AssociatedAdding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here"code": "500","description": "Account not exists", mail api
I have been through all the steps and have a functioning Oath access_token etc etc... I then GET https://mail.zoho.com/api/organization And get my zoid then GET http://mail.zoho.com/api/organization/<hidden>/accounts and get the account details, whichRTL Support for Webforms in Zoho CRM
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenientImported contacts succesful but contacts do not show up in Contacts
I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful. However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact. Help?Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configureUpdate on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingSaving sent email campaign as PDF
I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?Zoho Voice lance BYOC (Bring Your Own Carrier) : intégrez votre opérateur
Pour accompagner sa croissance, une entreprise a besoin d’une infrastructure téléphonique flexible et évolutive. Les solutions de téléphonie s’adaptent aux exigences du centre de contact, tout en intégrant aisément les opérateurs locaux de votre choix.Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Avec l'arrivée du dernier mois de l'année, il est temps de résumer les activités de novembre dans la communauté Zoho France. Ce mois-ci, Zoho Webinar se dote de deux nouvelles intégrations ! La première est avec Zapier : connectezHow do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the productNext Page