Zapier Integration

Zapier Integration

Super Admins and Admins can enable Zapier integration. Managers & Staff will not have access to this information.

Zoho Bookings partners with Zapier to accomplish your extended integration needs using Zaps. Zapier is an online automation tool that connects your favourite apps and helps automate repetitive tasks through triggers and actions. And all this can be accomplished with no coding.

This integration requires an account with any of Zapier's plans with sufficient number of tasks to complete the execution.

The Flow


Setting up Zapier Integration

Let's visit the basic terminology, capabilities of Zapier and also how to connect Zapier in the sections below:
  1. Zapier Basics
  2. Connect Zapier
  3. Use predefined Zaps

Zapier Basics

Zapier helps collaboration between apps using zaps. Zaps work based on a trigger event (like Appointment Booked, Appointment Rescheduled, Appointment Canceled) and execute one or more actions (like creating a meeting in Zoom and creating invoices in Zoho Books). 

Zapier has some advanced features like customizing the sync interval, introducing filters and multiple steps in a zap, branching, etc.

You can also create zaps from scratch or customize existing zaps and synchronize between multiple apps easily.

Connect Zapier

You can connect Zapier from inside Zoho Bookings by following the steps below:
  1. Click Integration on the top right corner of menu panel, then click Others on the left side panel. Zapier integration is available under the Connections Available section.
  2. Hover over Zapier and click the card.

  3. The Overview tab opens up with details about the integration and its requirements. Click Connect Zapier.

            1. You can also click Try out our predefined Zap templates and start connecting to apps instantly.
            2. Zaps for Zoho Bookings can be executed on three triggers - Appointment Booked, Appointment Rescheduled & Appointment Canceled.
            3. A zap can span across multiple apps (a multi-step zap). For instance, the "Appointment Booked" trigger can send a confirmation email through Gmail and add the Customer to Zoho CRM and so on.

  4. The integrations page for Zoho Bookings on Zapier opens up. You can sign up or sign in to work with zaps.

  5. Once you are logged into Zapier, you can start creating zaps. Click Sign in to authorize your Zoho Bookings account (if you are not already signed in).

  6. Choose the domain or your Zoho Bookings account and click Yes, Continue.

  7. You will be directed to the Zoho Sign in page. Enter your username and click NEXT.

  8. Enter you password and click SIGN IN.

  9. Click Accept to allow the integration to access required data.

  10. Your Zoho Bookings account is now configured.

Use predefined Zaps

The Zap Templates tab has a list of 10 zap templates to choose from. 
Learn how to configure a zap for Zoom.
Follow the steps below to use the required zap.
  1. Select the Zap Templates tab and click Use this Zap against the required zap.

  2. You will be redirected to Zapier page where you will be asked to sign in to your app to try out the chosen zap (Google Meet in this case).

    Note: You can start configuring the zap once you authorize your app.

  3. You can also check out other apps available to integrate for Zoho Bookings by clicking "Create from scratch" available at the bottom of the page.

Plans supporting this feature

Applicable Plans

Note: You can view all the pricing plans for Zoho Bookings here.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • Related Articles

                                                                                                      • Microsoft Teams Integration

                                                                                                        What does this page cover? Learn how to integrate Microsoft Teams with Zoho Bookings to conduct virtual meetings. Availability This integration can be accessed by Zoho Bookings users of all plans. Super admin and admin can access this integration. ...
                                                                                                      • Zoho CRM Integration

                                                                                                        Super admin and admins can access this integration. Managers and staff cannot access this integration By integrating Zoho Bookings with Zoho CRM, your business can seamlessly centralize customer information in your CRM. The customer details that are ...
                                                                                                      • Google Meet Integration

                                                                                                        Super admins and admins can configure this integration. Managers and staff will not have access to this information. Google Meet is a video conferencing tool that enables users to have online meetings, share screens, and collaborate in real time. By ...
                                                                                                      • Zoom Meetings Integration

                                                                                                        Super admins and admins can configure, view and modify the Zoom Meetings integration. Managers & staff will not have access to this information. Zoho Bookings allows support, sales, and other customer-facing teams to offer online consultations ...
                                                                                                      • Zoho Assist Integration

                                                                                                        Super admins and admins can configure, view and modify the Zoho Assist integration. Managers & Staff will not have access to this information. Zoho Bookings allows support, sales and other customer-facing teams to offer remote consultations through ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources