Send a document for signature from the chat and answer where it is without leaving it.
Get more done with Tidio and Zoho Creator integration
Read and write your Zoho Creator app records from a Tidio conversation.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Workflows
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and Zoho Creator
Answer from your own app
A warranty or registration question is answered from the Zoho Creator record in the Tidio panel, rather than by asking the team who built the app.
Log the request where it belongs
A chat can create the Zoho Creator record with the customer and the details, so the field team picks it up from the app they already use.
Run approvals properly
Requests raised in chat enter the Zoho Creator approval flow, so the decision is recorded rather than agreed in a conversation.
Tell the customer when it changes
When the Zoho Creator record moves to done, the conversation reopens so somebody actually replies.
Overview
Zoho Creator is where teams build the app that no vendor sells them: a warranty register, a field inspection log, a returns tracker. When a customer asks about one of those, the answer lives in a custom app. Connect Zoho Creator and Tidio with Zapier, Make or the Tidio API and an agent can look a record up in the conversation, or create one without leaving it.
Key features
- Custom records in the panel A Zoho Creator record opens with the conversation.
- Records created from chat A request becomes a Zoho Creator entry immediately.
- Status updates back Changes in the app can reopen the Tidio chat.
- Filtered lookups Only the Zoho Creator fields you choose are exposed.
Zoho Creator
Workflows
Tags
Workflow Automation
Lead Capture
How it works
Connect Zoho Creator in minutes
1
Connect Zoho Creator and Tidio with Zapier or the API
Zoho Creator exposes REST endpoints per form and report. Authorize them in your automation tool, or call them from a service you host.
2
Expose a report, not the whole app
Point the chat at a Zoho Creator report with the fields agents need. Full form access eventually shows somebody a field they should not read.
3
Validate before you write
A custom app usually has rules the API does not enforce. Check the required fields in your automation before creating the record.
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We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Zoho Creator integration
Is it safe to let a chat write into a business app?
With a narrow scope, yes. Give the connection one Zoho Creator form, the fields it needs and nothing else. Broad write access to a custom app is how bad data gets in.
What if the app changes?
Zoho Creator forms get edited often, and a renamed field breaks the lookup quietly. Keep the field mapping in one place and check it after any app change.
Should agents see the whole record?
Show the few fields that answer the question. A Zoho Creator record often holds internal notes and pricing that were never meant for a support conversation.
Is the Zoho Creator integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Zoho Creator integration.