Page 1
5.4.6.1 Get Workspace
The Get Workspaces action allows chatbot builders to retrieve and manage available workspaces from a connected Zoho Bookings account inside Ownchat.
This connection action helps businesses automate appointment and scheduling workflows by fetching workspace information directly from Zoho Bookings integrations.
The walkthrough demonstrates connecting Zoho Bookings, reviewing subscribed booking events, accessing the bot builder, configuring the Get Workspaces action, storing workspace data in variables, and connecting the workflow node.
When to Use Get Workspaces
Use the Get Workspaces action when your chatbot needs to retrieve workspace information from Zoho Bookings for scheduling or appointment workflows.
Common Use Cases
Appointment booking automation
Workspace selection workflows
Scheduling system integrations
Staff or service routing
Booking management automation
Calendar-based chatbot workflows
Example Interaction
Bot: π Please select your preferred booking workspace.
The chatbot dynamically retrieves available workspaces from Zoho Bookings.
Prerequisites
Before configuring the Get Workspaces action:
Zoho Bookings must already be connected in Ownchat.
Booking events should be subscribed if workflow automation is required.
The walkthrough demonstrates configuring active Zoho Bookings connections and subscribed events.
Accessing the Apps Section
To configure Zoho Bookings integration:
Click the Apps icon in the left sidebar. https://app.supademo.com/demo/cmpchq0kt01jxwv0i4o7fij4z?utm_source=link
Open the applications page.
The walkthrough specifically notes:
Firstly, click the Apps icon in the left sidebar to access available applications.
Filtering Scheduling Applications
To view scheduling-related integrations:
Open the application filters
Click the Scheduling filter https://app.supademo.com/demo/cmpciucml01ngwv0ik3e8prrm?utm_source=link
The walkthrough demonstrates selecting the Scheduling category to view available booking applications.
Connecting Zoho Bookings
Inside the Scheduling section:
Locate Zoho Bookings
Click the Connect button https://app.supademo.com/demo/cmpcjr9np0f6jxa0jjtxtuo3f?utm_source=link
The walkthrough specifically notes:
Click the Connect button to establish a connection with Zoho Bookings.
Managing Zoho Booking Connections
After opening Zoho Bookings:
Existing connections are displayed
Available events and subscribed events can be reviewed
New connections can be added if required
The walkthrough specifically notes:
There are two connections in Zoho Booking.
and:
If needed, you can click on Add Connection to create and use a connection for your action.
Reviewing Subscribed Events
The Subscribed Events section displays all booking events connected to the workflow.
To review events:
Click the event count under Subscribed Events
Review the configured booking triggers
The walkthrough demonstrates reviewing events such as:
Booking Created
Booking Cancelled
Booking Rescheduled
Booking Completed https://app.supademo.com/demo/cmpcjsn9701p5wv0iz4aebod9?utm_source=link
Booking Events Overview
The walkthrough highlights several automated Zoho Booking events.
Booking Created
Triggered when a new booking is created.
Booking Cancelled
Triggered when an appointment is cancelled.
Booking Rescheduled
Triggered when a booking is rescheduled.
Booking Completed
Triggered when a booking is successfully completed.
These subscribed events help automate booking-related chatbot workflows.
Opening the Bot Builder
To configure chatbot workflows:
Click the Bot menu icon https://app.supademo.com/demo/cmpck4mw501uawv0i4e7pznek?utm_source=link
Open the required bot
Click Open Builder https://app.supademo.com/demo/cmpck7iie01ucwv0i5krz5u8f?utm_source=link
The walkthrough specifically demonstrates opening the bot named:
Bot actions
for workflow editing.
Adding a New Workflow Node
Inside the Bot Builder:
Open the action selection panel
The walkthrough demonstrates inserting a new node into the workflow canvas.
Accessing the Connections Section
To access Zoho Bookings actions:
Open the action panel
Click the Connections tab https://app.supademo.com/demo/cmpck9peo0f8nxa0je9z809te?utm_source=link
The walkthrough specifically notes:
Click the Connections tab to view available integrations and APIs.
Selecting Zoho Bookings
Inside the Connections section:
Locate Zoho Bookings https://app.supademo.com/demo/cmpckare801uqwv0iz6jm51xj?utm_source=link
Expand the integration options
The walkthrough demonstrates available Zoho Bookings actions such as:
Get Workspaces
Get Services
Get Staff
Selecting Get Workspaces
Inside the Zoho Bookings integration:
Click Get Workspaces https://app.supademo.com/demo/cmpckbwu905y3v70jwf2wyq9q?utm_source=link
Open the configuration panel
The walkthrough specifically notes:
Click on "Get Workspaces" to retrieve the list of all available workspaces from a Zoho Bookings account.
Get Workspaces Configuration
When configuring the Get Workspaces action, several fields must be completed.
Action Name
The Action Name identifies the workspace retrieval workflow inside the bot builder.
This name is visible only within the workflow editor. https://app.supademo.com/demo/cmpckcx2r0f8pxa0jzzi56c0e?utm_source=link
Example
Fetch Zoho Workspaces Workspace Connection Retrieve Booking Workspaces
The walkthrough demonstrates renaming the action to:
Workspaces connection
before saving the configuration.
Select Connection
The Select Connection field allows you to choose the connected Zoho Bookings account. https://app.supademo.com/demo/cmpcke97c01uuwv0i2i9lmswc?utm_source=link
To configure:
Open the dropdown menu
Select the required connection
The walkthrough specifically selects:
test_zoho_bookings
from the available connection list. https://app.supademo.com/demo/cmpckfgb10fg9z70jgo7q7jmi?utm_source=link
Other available connections shown include:
Janaki Bookings
Store Response in the Variable
The Store Response in the Variable field specifies where the workspace response data should be stored.
To configure:
Select an existing variable or
Create a new variable https://app.supademo.com/demo/cmpckhqti000nxi0jc7bvaodf?utm_source=link
The walkthrough demonstrates creating:
zoho_workspaces
as the response storage variable.
Creating a New Variable
If the required variable does not exist:
Click Create New Variable
Enter the variable name
Save the variable configuration
Example
zoho_workspaces
The walkthrough demonstrates creating the variable before finalizing the workflow.
Creating the Get Workspaces Action
After configuring all settings:
Review the selected connection and response variable
Click the Create button https://app.supademo.com/demo/cmpckiwhj0f90xa0juufpmmbm?utm_source=link
The Get Workspaces node will now appear in the workflow canvas.
Connecting the Workflow Node
After creating the action:
Drag the output block
Connect it to the next workflow step
The walkthrough specifically notes:
Drag this block onto the "Get workspaces in Zoho Bookings" field to connect it. https://app.supademo.com/demo/cmpckk0270fgbz70jyawhv97q?utm_source=link
Workflow Behavior
Once triggered, the Get Workspaces action:
Connects with Zoho Bookings
Retrieves all available workspaces dynamically
Stores workspace data inside variables
Supports scheduling automation workflows
Enables dynamic booking-based chatbot flows
The walkthrough demonstrates successfully retrieving workspace data using the connected Zoho Bookings account.
Example Workflow
Example Chatbot Workflow
Customer Requests Appointment β Get Workspaces β Retrieve Available Booking Workspaces β Display Scheduling Options
Example Interaction
Bot: π Available Booking Workspaces 1. Sales Consultation 2. Product Demo 3. Technical Support
The chatbot dynamically retrieves and displays booking workspaces from Zoho Bookings.
Publishing the Bot Changes
After configuring the Get Workspaces workflow:
Review all workflow connections
Click the Publish button
Deploy the updated chatbot workflow to production
The walkthrough concludes by connecting and publishing the workflow successfully.
Best Practices
Follow these recommendations when using Get Workspaces.
Use clear action names
Name actions based on the booking workflow purpose.
Verify Zoho connections before publishing
Ensure the Zoho Bookings integration is active.
Store workspace data properly
Use meaningful variable names for response storage.
Review subscribed events regularly
Keep booking triggers updated for workflow automation.
Test workspace retrieval flows
Verify that all workspace data loads correctly before deployment.
Summary
The Get Workspaces action allows chatbot builders to retrieve workspace information dynamically from Zoho Bookings inside Ownchat workflows.
With Get Workspaces, you can:
Connect chatbot workflows with Zoho Bookings
Retrieve workspace data dynamically
Automate scheduling workflows
Store workspace responses in variables
Build appointment-based chatbot experiences
This connection action helps businesses create intelligent booking automation and scheduling workflows within Ownchat.
Last updated