This automation scenario allows you to connect Zoho Bookings and Gmail
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho Bookings and Gmail can also be integrated using automation tools other than zapier:
When this trigger fires in Zoho Bookings
Triggers when an appointment is canceled.
Then this action happens in Gmail
Create and send a new email message.
This guide contains information on how to set up an automatic workflow that allows to Send email via Gmail for canceled appointments in Zoho Bookings.
Part I
First, we need to connect Zoho Bookings and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Bookings to Zapier.
Give Zapier access to your Zoho Bookings account, using Zoho Bookings credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho Bookings
Choose the following trigger: Appointment Canceled (Triggers when an appointment is canceled.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Bookings and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send email via Gmail for canceled appointments in Zoho Bookings!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
List services details here.
Get staff details from here.
Creates an appointment.
Update Appoinment from here.
Reschedule the appointment.
To fetch availability of appointments across services.
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