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. 


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Introducing Query Workbench in Zoho CRM

                                    Hello everyone! We’re excited to announce the Query Workbench, a brand-new interface designed to improve developer experience of building Queries in Zoho CRM faster, simpler, and more intuitive. In the past, constructing queries required navigating across

                                  • Limitation with Dynamic Email Attachment Capture

                                    I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments

                                  • Add Customer in Books on Creator Form Submit Params

                                    Hi guys, Were integrating a creator app with books however what were doing is adding a books customer on submit of creator form.  We have some parameters but some fields aren't coping, All were seeing is the contact name in books,.  Any help of the params for this would be great. below is a sample of the script... response = zoho.books.createRecord("contacts", "XXXXXXXXX", { "contact_name" : input.Name, "address" : input.Email }); 

                                  • Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

                                    We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

                                  • Suggestion : link KB with Accounts

                                    Hi Zoho teams.  I think it could be good to link KB articles with  : accounts in order to easily  find articles dedicated to some account specificities. I tried to use tags , but tags are free text with not easy way  to retrieve it directly from ticket or list article for one tag. Tickets : It would be a good way to measure usage of KB directly from ticket when we don't need to copy/paste KB in solution. And : Great Tool , keep going ! 

                                  • Drag and Drop in Creator Application

                                    Hi, I am in the planning phase of a new application and I would like to use 'Drag and Drop' in the user interface of my new Creator application that I am sketching out, but I don't seem to be able to find any reference that this is available to developers. In my instance I have table of entries and I would like to be able to allow users to move an entry to another table (much like you do in your own interface when creating a Pivot Table report. In addition, I would like the user to be able to re-order

                                  • Is there any way to integrate Zoho with Zapier?

                                    Is there any way to integrate Zoho with Zapier? I'd like to use it to create a workflow, sharing posts from our Wordpress website to all our channels.

                                  • Popular Articles Report

                                    From data to decisions: A deep dive into ticketing system reports Content management teams can use various metrics to assess the effectiveness of knowledge base articles, improve content quality, and ensure articles are regularly updated. Predefined article

                                  • Invoice Ref. Field

                                    Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also letters

                                  • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

                                    Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's

                                  • Turning off the new UI

                                    Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

                                  • XML format to import knowledgebase into Zoho Desk

                                    Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

                                  • Pushing Zoho People leave into Microsoft calendar: how to chose how "event" is shown (busy, free etc)

                                    Hi, how can I select how a "leave" event is pushed into Microsoft calendar? I want for leave "working elsewhere" to show as working elsewhere and NOT as busy.

                                  • Duplicate Accounts

                                    Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley we

                                  • Error with If formula

                                    I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are

                                  • Announcing Multi-language Support in Zoho FSM

                                    Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -

                                  • Creating multiple CRM leads from a Zoho Forms subform

                                    Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

                                  • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

                                    Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

                                  • Restrict Addresses in Zoho Forms?

                                    In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses

                                  • Weekly Tips: Secure your attachment downloads with Zoho Mail

                                    Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

                                  • Resume Harvester: New Enhancements for Faster Sourcing

                                    We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

                                  • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

                                    Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads

                                  • Zoho One Unified Portal - Applications

                                    Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

                                  • Marketing Tip #10: Start a customer loyalty program

                                    Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up

                                  • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

                                    Hello everyone, Updated on 12th Dec 2025 Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as Early

                                  • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

                                    Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

                                  • Incremental Migration Issue – Ticket Showing Resolution on Dec 9 Despite Urgent MX Cutover (Ticket ID: 152080262)

                                    I am experiencing an issue with Zoho Mail incremental migration from Rackspace. The initial full migration completed successfully, but the incremental migration for one mailbox failed immediately with the message: “User not exist” This appears to be a

                                  • Change Last Name to not required in Leads

                                    I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                  • Resend Client Portal Invitation + View Email Delivery Status

                                    Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

                                  • Get user last login

                                    1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

                                  • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

                                    Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

                                  • Adding Multiple Files to a Zoho Vault Entry

                                    There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

                                  • FNB South Africa Bank Feed

                                    I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,

                                  • Dropshipping Address - Does Not Show on Invoice Correctly

                                    When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

                                  • Zoho unreliable

                                    Some mails are delivered, others not. How can I trust Zoho any more? Some friends get my e-mail, some don't. Same with receiving e-mails: Some I get, some not. If I use Google, everything works well. But Zoho?!!! How to solve this problem? I already reported this problem before, but didn't get any reply. Thanks, Kim

                                  • the custom domain forwards by default to the old career site / how to switch it off??

                                    dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

                                  • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

                                    Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

                                  • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

                                    We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses

                                  • Pre-fill webforms in Recruit

                                    I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

                                  • Function #8: Add additional charges to invoices

                                    Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

                                  • Next Page