Zoho SalesIQ

make com is an automation platform that lets users connect apps and automate workflows integrating make com enables users to trigger actions, transfer data, and orchestrate multi app processes directly from their make scenarios, streamlining business operations and productivity this is ai generated content based on official zoho salesiq documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //make com directly requirements to use the zoho salesiq app in make, you must have an active zoho account and register your application in the zoho developer console to obtain a client id and client secret, https //make com for subscription, refer to the https //make com connect zoho salesiq and {{product name}} to get started, you must first create a connection between zoho salesiq and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your zoho salesiq account create the connection in make obtain your oauth2 credentials in your zoho salesiq account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your zoho salesiq account to obtain your oauth2 credentials navigate to zoho developer console click add client id on the api credentials page enter your application name , client domain , and the redirect uri when prompted if prompted, enter the callback uri https //www integromat com/oauth/cb/zoho salesiq click create to generate your credentials copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www zoho com/salesiq/help/developer section/rest api prerequisite v2 html create the connection in {{product name}} https //www make com/en/register , add the zoho salesiq module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your zoho salesiq account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page zoho salesiq modules after connecting to the zoho salesiq app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get conversation download file attachments from specific conversations to your device list canned responses retrieve a list of predefined canned responses that can be used for sending quick replies list conversation messages retrieve the full transcript of a conversation, including every message exchanged list conversation threads retrieve all messages from a specific conversation list conversations retrieves a list of all conversations from your account list feedbacks retrieve and display visitor feedback comments along with their customer satisfaction (csat) ratings list operators retrieve a list of operators along with their current status and availability details list portals retrieves a list of all available portals in your account make an api call executes a custom api request to the connected service using your authorized credentials send message retrieve detailed visitor information, including tracking data and the original source of the visit update the visitor's info updates a visitor's profile information, including their name, email address, and phone or contact number watch events subscribes to and receives notifications for specific events occurring in zoho salesiq, such as new chats or visitor activities templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zoho salesiq resources you can have access to more resources related to this app on the following links https //community make com/search?q=zoho%20salesiq https //make com https //www zoho com/salesiq/help/developer section/js api html https //www make com/en/integrations/zoho salesiq