By integrating Thoughtly with Zoho, you can automate tasks and workflows before, during, and after calls. To integrate with Zoho, head to the
page and follow the instructions.
Triggers
Triggers are available via
Automations. You can use them to start your Automations, such as for initiating a call or sending an SMS.
Contact Created
This trigger fires when a new contact is created in Zoho. A contact is a person or organization that you do business with.
Actions
Actions are available both via
Mid-Call Actions and
Automations. You can give your Voice Agents access to these Actions so they can perform tasks in Zoho during a call, or use them in Automations to automate tasks before and after calls.
Search Record
This action searches for a record in Zoho. A record is a single entry in a Zoho application, such as a contact, lead, or deal.Create Record
Creates a new record in Zoho. A record is a single entry in a Zoho application, such as a contact, lead, or deal.Update Record
Updates an existing record in Zoho. A record is a single entry in a Zoho application, such as a contact, lead, or deal.Delete Record
Deletes a record in Zoho. A record is a single entry in a Zoho application, such as a contact, lead, or deal.Create Appointment
Creates a new appointment in Zoho. An appointment is a scheduled meeting or event.Fetch Appointment
Fetches an appointment from Zoho. An appointment is a scheduled meeting or event.Reschedule Appointment
Reschedules an appointment in Zoho. An appointment is a scheduled meeting or event.Delete Appointment
Deletes an appointment in Zoho. An appointment is a scheduled meeting or event.
