Create custom workflows and automate tasks around your meetings

With Zoho Bookings’ custom workflows, you can automate pre-meeting notifications or post-meeting follow-ups via email and SMS, sync data to your CRM, create invoices through custom functions, and more for any event type within a workspace.Zoho Bookings will do the heavy lifting for you.

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Create custom workflows
  • Create custom workflows for various meeting triggers.
  • Choose to initiate workflows instantly or in a fixed duration.
  • Easily manage workflows under each workspace.

Simplify your scheduling tasks!

Set up various workflows

Effortlessly create email, SMS, and custom function workflows for your event types with Zoho Bookings. Set up the workflow to be triggered instantly or in a fixed duration of your choice. For example, you can create a workflow to send a follow-up email two days after the appointment is marked as completed.

Set up various workflows

Choose from various meeting triggers

With a wide range of triggers to choose from, you can easily create workflows for various meetings or business scenarios. Or, make use of templated workflows available within the app to get started.

Choose from various meeting triggers

Personalize your notifications

Choose from pre-defined email and SMS templates, or customize notifications before creating the workflow. You can add your logo, brand colors, and other booking variables to make them unique.

Personalize your notifications

Create custom functions with ease

If you’re looking to create workflows beyond notifications, then custom functions come in handy. Trigger a custom function code (using Deluge script) to automate tasks like changing appointment statuses or pushing data to various modules of Zoho CRM without any delay.

Create custom functions with ease

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Scheduling stories from businesses like yours

Lokesh Mittal

Lokesh Mittal, Director, Mintskill HR Solutions LLP

Zoho Bookings helps to do online interviews on time and every time. Today, we can handle the scheduling of hundreds of interviews with a single click.”

Morgan DiGiorgio

Morgan DiGiorgio, Senior VP Sales & Marketing, Directmail 2.0

Zoho Bookings is a fantastic platform for scheduling and managing appointments. I've been using it for my business and it has completely transformed the way I handle my appointments.”

Get started with Zoho Bookings and create your workflows now!

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Frequently Asked Questions

1. Can I create different workflows for each of my event types?

Yes! To make it simpler, when you create a workflow, you can also assign multiple event types that should follow it.

2. Can I set up email notifications with a different sender address?

Yes, you can choose between a default Zoho Bookings email address (notifications@zohobookings.com), your business email address, or the associated staff member’s email address.

3. Can I edit my workflow at a later point or make it inactive?

Yes! You can choose to edit the workflow at any point, or make the workflow inactive until it’s required again.

4. Can I create workflows individually if I have multiple workspaces?

Yes, workflows are workspace specific, and you can manage them individually under each workspace.