Zoho Booking Configuration
This section explains how to configure Zoho Booking in Flow Builder using Data Exchange to fetch workspace details and display booking information dynamically.
Overview
Zoho Booking configuration enables the flow to:
Fetch available workspaces
Display booking details
Show available slots
Handle successful and failed API responses
Redirect users to the correct screen
This setup is triggered when the user clicks the Book Now button.
Prerequisites
Before starting, ensure:
Zoho Booking connection is already created
Welcome screen is available in Flow Builder
Booking Details screen is created
Error Handler screen is created
Open Welcome Screen
Navigate to Flow Builder
Open the required flow
Select Welcome Screen
Click the Edit button to modify the screen components
This opens the component editor where the footer button can be configured.
Configure Footer Button
Click the Book Now button in the footer section
Open the Footer settings
Under On-click action
Select:
data_exchange
This enables API-based redirection.
Select Existing API or Create New Configuration
Under Choose / create from created APIs:
Select an existing API configuration OR
Click Create New Config
Use Create New Config if this is the first setup.
Select Application
Inside Select App:
Choose Zoho Booking
This connects the flow action with Zoho Booking integration.
Select Action
From the available actions, select:
Fetch Workspace
Available actions include:
Create Booking
Update Appointment
Get Appointment
Fetch Appointments
Reschedule Appointment
Fetch Workspace
Fetch Staff
Fetch Services
Get Available Slots
Get Booking Details
For initial booking setup, always use Fetch Workspace.
Selecting Workspace API
Then, click the Get Workspaces dropdown to select an available API endpoint.
Next, click Edit detail to configure the API action settings.
From here, enter a descriptive name for your API workspace configuration.
After that, select testzohobookings from the dropdown to establish the app connection.
Configuring Success Navigation
In the On Success screen, select the Booking Details screen to display booking information after a successful action.
Following this, select the AllWorkspaces option to configure workspace data for the API.
After that, check the checkbox to include AvailableSlots in the API response.
Viewing API Sample Response
From here, click View samples to explore example configurations for this integration.
Following this, click Sample Response 1 to view the API response data structure.
After that, click the Expand all option to view all response details.
Next up, click Expand all again to view the complete API response structure.
Afterwards, expand the data array section to view and verify the complete API response structure.
From here, expand the Object node to view the complete response structure and data.
Following this, click Copy path to copy the response variable path for configuration.
Configuring Workspace Variables
Next up, enter the workspace title in the Title field provided.
After that, click Copy path to save the API response path for later use.
From here, enter the workspace ID value in the required field to proceed.
Configuring Failure Navigation
In On Failed, select the Error Handler screen to display a message when an error occurs, prompting the user to try again later.
If you want to see the sample response, click View Sample to check the response details.
Workflow Execution Flow
Once the customer clicks the Book Now footer button, the workflow uses the configured APIs to fetch the workspace data.
If the API request is successful, the workflow redirects the customer to the Booking Details screen.
If the API request fails, the workflow redirects the customer to the Error Handler screen.
Error Handler Screen
Afterwards, click the Welcome Screen dropdown to view and manage available screen options.
Select the Error Handler screen.
This screen displays when an error occurs, informing the user to try again later.
Booking Details Screen Configuration
Following this, click on Booking Details to configure the booking information section.
From here, click Edit to modify the Booking Details section settings.
Following this, enter the data source variable to configure the dropdown options.
Now, click the Edit button to modify the Booking Details screen configuration.
Next up, enable the Additional options checkbox to expand more configuration settings.
Configuring Get Services API
Then, select dataexchange from the dropdown menu to set the action.
Now, select Get Services to choose the API configuration for this dropdown action.
Following that, click Edit detail to configure the API action settings.
After that, enter the workspace ID to configure the fetch services request properly.
Afterwards, select the AllWorkspaces checkbox to include workspace options in your response data.
Viewing Get Services Sample Response
Afterwards, click the View samples button to review the sample API responses.
From here, click Sample Response 1 to view the API response data structure details.
Afterwards, click Object(2) to expand the response data structure and view its contents.
Following this, click returnvalue to expand and view the response data structure.
Following this, expand the data array to view all available fields and properties.
Next up, click on Object(12) to expand and view the appointment details within the sample response.
Now, click on item 0 to view the first available service in the response data.
If the API condition fails, the Error Handler screen is automatically displayed on the customer screen.
Following that, click the back arrow to return to the previous Fetch Services configuration screen.
Following that, click the close button to exit the dropdown configuration panel.
Configuring Select Services Dropdown
Following this, click the Edit button to modify the Select Services dropdown configuration.
Next up, enable Additional options to access more configuration settings for this component.
Afterwards, select Get Staffs from the dropdown menu to configure the API action.
Click Edit Details to view the details of the Get Staffs API creation.
Following this, enter the Service ID value in the text field to proceed.
Configuring Staff API Success Response
Following that, click On Success to configure the success response settings.
After successful execution, the workflow moves to the Booking Details screen.
Viewing Staff API Samples
From here, click View samples to see example staff configurations and API response data.
Next, click Sample Response 1 to view the API response data structure.
Following this, click the View samples button to see error handling samples.
Completing the Booking Workflow
Now, click the Booking Details dropdown to view and manage available screen options.
Click on Complete Screen.
If the customer completes the details and booking successfully, this screen will appear.
For Zoho Bookings configuration in Flow Builder, you can configure the workflow in this manner.
Workflow Summary
Welcome Screen ↓ Book Now ↓ Data Exchange ↓ Fetch Workspace ↓ Success → Booking Details Failure → Error Handler
Expected Output
After successful configuration:
User clicks Book Now
Workspace list is displayed
Slots are loaded
Staff and services are available
Booking details screen opens
Errors redirect properly
Last updated