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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: πŸ“… 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:

  1. 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:

  1. Open the application filters

The walkthrough demonstrates selecting the Scheduling category to view available booking applications.


Connecting Zoho Bookings

Inside the Scheduling section:

  1. Locate Zoho Bookings

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:

  1. Click the event count under Subscribed Events

  2. Review the configured booking triggers

The walkthrough demonstrates reviewing events such as:


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:

  1. Open the required bot

The walkthrough specifically demonstrates opening the bot named:

Bot actions

for workflow editing.


Adding a New Workflow Node

Inside the Bot Builder:

  1. 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:

  1. Open the action panel

The walkthrough specifically notes:

Click the Connections tab to view available integrations and APIs.


Selecting Zoho Bookings

Inside the Connections section:

  1. 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:

  1. 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:

  1. Open the dropdown menu

  2. 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:

  1. Select an existing variable or

The walkthrough demonstrates creating:

zoho_workspaces

as the response storage variable.


Creating a New Variable

If the required variable does not exist:

  1. Click Create New Variable

  2. Enter the variable name

  3. 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:

  1. Review the selected connection and response variable

The Get Workspaces node will now appear in the workflow canvas.


Connecting the Workflow Node

After creating the action:

  1. Drag the output block

  2. 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 ↓ Get Workspaces ↓ Retrieve Available Booking Workspaces ↓ Display Scheduling Options


Example Interaction

Bot: πŸ“… 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:

  1. Review all workflow connections

  2. Click the Publish button

  3. 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.

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