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

                                  • Allow Regular Users to Directly Transfer Ownership of Files & Folders

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders

                                  • Triggering rules on lead conversion

                                    There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

                                  • Customised Funnel

                                    We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the

                                  • Trigger Zapier on Deluge Insert Into Function?

                                    Hello, To get around the limitation of not being able to trigger a Zapier Zap on Record Update(this would be extremely useful to be able to do btw), I have created a Deluge script to copy the data from Form A to a Trigger Form B using the Insert Into expression from a Custom Action button on a Report from Form A.  This action does not trigger the Zapier Zap whereas manually adding a record or duplicating an existing record does trigger the Zap. Is Insert Into not the same as a manual Add in the context

                                  • Can you inject JS in an HML+CSS+Deluge Page?

                                    I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if there

                                  • Display Client Name in Zoho Creator Client Portal Dashboard

                                    Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

                                  • Zoho unified inbox

                                    The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

                                  • Best Practice for Penny Rounding & FX Adjustments in Zoho Books

                                    Hi everyone, I’m just looking for some clarity on the correct way to handle very small rounding differences in Zoho Books when dealing with foreign-currency payments. What I’m currently doing: • I enter the supplier bill exactly as shown. • When paying

                                  • Is there a problem with sharing workdrive files with links since last night?

                                    As per title, we can't access folders/files through share links since last night. I created ticket but we need quick solution and didn't hear back from the support yet. The files are still accessible by the main account but all zoho files that we are

                                  • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

                                    Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

                                  • Production Management Tool (MRP / BOM)

                                    Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressources

                                  • Bug in Zoho Cliq Signup Flow – "%s" Placeholder Visible Instead of Product Name

                                    Hi Zoho Team, I would like to report a UI bug in the Zoho Cliq signup/enable flow. During the step where Cliq asks to enable the product for the company, the following text appears: Great! Your company is already available in Zoho, so you just have to

                                  • Exporting tickets

                                    I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?

                                  • Copy field information to clipboard

                                    I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?

                                  • Issuing reconciling a bank statement

                                    HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliation

                                  • Detect and ignore bots in visitors

                                    The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual

                                  • Add Real-Time Microphone Audio-Level Indicator During Screen Recording

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the Zoho WorkDrive screen-recording experience. Current Limitation: During a recording session, there is no visual indication that the microphone is

                                  • Zero Personalization of the File Sharing Experience

                                    By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every

                                  • Request for Solution to Reverse $500,000+ FY2024 Inventory/COGS Discrepancy in Zoho

                                    Dear Zoho Support Team, I hope you are doing well. We are contacting you regarding a significant discrepancy in our financial data within Zoho Books/Inventory, and we urgently need your guidance on how to correct and reverse these issues. After reviewing

                                  • Adding bank details to the contact through API

                                    How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

                                  • Two factor authentication for helpdesk users

                                    The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company

                                  • Kiosk can't merge picklist or multiselect

                                    There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist

                                  • AGE field from DATE OF BIRTH Field.

                                    HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?

                                  • How to update/remove file in zoho creator widgets using javascript API

                                    Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

                                  • Announcing new features in Trident for Windows (v.1.34.4.0)

                                    Hello Community! Trident for Windows just got better! With this update we have features that make your daily work easier and more efficient. We've added some features that are exclusive to our app and we're sure you'll find them useful. Let’s dive into

                                  • Report Hover Setting

                                    Would be great if we will able to show information to the user while hovering a record in a report.

                                  • Vertical images displayed as horizontal

                                    Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?

                                  • Zoho Desk iOS app update: Saved filters and sort options

                                    Hello everyone! Saved filters created on the web(desk.zoho.com) for tickets are now accessible on the Zoho Desk iOS app. You can easily rename, delete, or clear filters on the go. We have also introduced Sort options on the ticket listing screen, allowing

                                  • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

                                    Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's

                                  • Time Entries in Analytics

                                    I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain

                                  • Amazon invoice in Zoho Books

                                    I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

                                  • Zoho Creator Upcoming Updates - November 2025

                                    Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling

                                  • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

                                    Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils

                                  • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

                                    Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data

                                  • How to book GST paid in zoho books

                                    hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

                                  • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

                                    Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

                                  • Is it possible to create a word cloud chart in ZoHo Analystics?

                                    Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

                                  • Unable to Delete Items – No Visible Transactions but Error “Items which are a part of other transactions cannot be deleted…”

                                    Hello Community, We are using Zoho Inventory for our business and encountered a persistent issue that is preventing us from deleting certain items. The message shown is: “Items which are a part of other transactions cannot be deleted. Instead, mark them

                                  • Kaizen #216 - Actions APIs : Email Notifications

                                    Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

                                  • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                    Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

                                  • Next Page