Zoho SalesIQ Connector for UiPath

In this article you will learn how to integrate Zoho SalesIQ data in UiPath without coding in just a few clicks (live / bi-directional connection to Zoho SalesIQ). Zoho SalesIQ Connector can be used to integrate Zoho SalesIQ API in your App / BI Tools. You can exchange data on Chats, Visits and more..

Using Zoho SalesIQ Connector you will be able to connect, read, and write data from within UiPath. Follow the steps below to see how we would accomplish that.

Download Documentation

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Zoho SalesIQ using UiPath we first need to create a DSN (Data Source) which will access data from Zoho SalesIQ. We will later be able to read data using UiPath. Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys API Driver

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.
  4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Zoho SalesIQ" from the list of Popular Connectors. If "Zoho SalesIQ" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

    ZohoSalesIqDSN
    Zoho SalesIQ
    ODBC DSN Template Selection

  5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    OAuth Connection for Zoho CRM API [API Help..]

    Steps to get Zoho SalesIQ Credentials : OAuth [OAuth]
    To register custom App, perform the following steps (Detailed steps found in the help link at the end)
    1. Go to Zoho API Console
    2. Click Add Client link
    3. Select Server-based Applications option
    4. Enter desired client name (Display purpose only)
    5. Enter some URL for Company homepage
    6. For Authorized Redirect URI enter https://zappysys.com/oauth (Or enter your own but we recommend using ZappySys one if possible). This URL must match on Zoho Connector UI.
    7. Click CREATE.
    8. Copy Client ID and Secret and paste on Zoho Connector UI.

    Fill in all required parameters and set optional parameters if needed:

    ZohoSalesIqDSN
    Zoho SalesIQ
    OAuth [OAuth]
    https://salesiq.zoho.com/api/v2/[$Compnay$]
    Required Parameters
    Optional Parameters
    Company Screen Name for URL (e.g. mycompany) Fill in the parameter...
    ClientId Fill in the parameter...
    ClientSecret Fill in the parameter...
    Permissions Fill in the parameter...
    AccountUrl Fill in the parameter...
    RedirectUrl Fill in the parameter...
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ODBC DSN Oauth Connection Configuration

  6. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
    ODBC ZappySys Data Source Preview

  7. Click OK to finish creating the data source.

Video instructions

Read Zoho SalesIQ data in UiPath Studio (workstation)

Here we will be reading Zoho SalesIQ data on your workstation. To accomplish that we will create and run UiPath process package locally. Later on, we'll explore how to publish the package to Orchestrator and run it remotely. For now, let's focus on working locally and get started!

  1. Open UiPath Studio.
  2. Before we really begin the work, make sure UiPath Studio is set as your profile (blue application icon).
  3. In case, it is set to UiPath StudioX, you can change it in UiPath StudioX Settings: Choosing UiPath Studio profile Simply select UiPath Studio option: Choosing UiPath Studio profile
  4. Start by creating a new project based on UiPath Process template: Creating new process in UiPath Studio to import ODBC data
  5. Add Run Query activity in Main Sequence box: Adding ODBC data source in UiPath Studio
  6. Click Configure Connection... button to create an ODBC connection: Configuring ODBC data source in UiPath in Run Query activity
  7. Continue by clicking Connection Wizard: Using connection wizard to setup ODBC source in UiPath Studio
  8. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:
    ZohoSalesIqDSN
    ZohoSalesIqDSN
    Choosing ODBC DSN in UiPath Studio connection wizard
    You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration.
  9. Once you do that, it's time to configure a SQL query: Inputting SQL query for ODBC data source in UiPath Studio
    Make sure, you enclose the query in double quotes!
  10. Proceed by adding a Write CSV activity after Run Query: Adding Write CSV activity to write ODBC data in UiPath
    In this article we are using Write CSV, but you can freely add any other destination of your choice, e.g. Write DataTable to Excel.
  11. Once you do that, configure the added Write CSV, this will write Zoho SalesIQ data to a CSV file: Configuring Write CSV activity to write ODBC data in UiPath
  12. It's time for fun! Which means it's time for debugging! Just run the package locally to debug: Running UiPath process package to get ODBC data
  13. Finally, ensure there are no execution errors! Successful UiPath package debugging

Run UiPath package using Orchestrator (via robot)

UiPath also offers the ability to execute packages remotely using Orchestrator and a robot. This is achieved by publishing the package to UiPath Orchestrator, installing UiPath Assistant on the remote machine, connecting it to Orchestrator, enabling us to run the package remotely. It may sound complicated at first glance, but further steps will clear things out. Let's not waste our precious time and delve into the details!

Publish process package from UiPath Studio

  1. First of all, open the UiPath process package we created in the previous step
  2. Set the option that our process package Starts in Background: Marking UiPath process package to start in background
  3. We are ready to Publish it: Publishing UiPath process package to read ODBC data
  4. Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace: Setting package publishing path in UiPath Studio
  5. Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job: Great news! The UiPath package is now published

Create robot in UiPath Orchestrator

  1. First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console: Opening UiPath Orchestrator
  2. It's time to create a robot, which will run unattended packages: Creating unattended setup in UiPath Orchestrator
  3. But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure: Creating self-hosted robot in UiPath Orchestrator
  4. Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator: Creating new machine template in UiPath Orchestrator
  5. Configure the machine to run in Production environment: Adding machine template in UiPath Orchestrator
  6. We are ready to Create new robot account in the new machine: Creating new robot account in UiPath Orchestrator
  7. Let's make our robot to work only on background automations: Configuring new robot account in UiPath Orchestrator
  8. Continue by selecting newly created robot: Selecting robot account in UiPath Orchestrator
  9. Select Shared folder, so that everyone in the team can benefit from it: Selecting folder for robot in UiPath Orchestrator
    This is the folder where we published our UiPath process package "MyProcess"
  10. We are almost done! We are given machine Client ID and Client secret which we will use to connect UiPath Assistant to our created machine in Orchestrator. Let's leave this open for a while and see how we can do it in the next step. Configuring machine template, Client ID, and Secret in UiPath Orchestrator

Connect UiPath Assistant to Orchestrator

We are ready to connect UiPath Assistant to the machine we created in Orchestrator. UiPath Assistant will run our package in a remote machine. Let's connect it and give it some work!

  1. Connect to a remote machine (where your UiPath process package will be running).
  2. Install UiPath Studio there.
  3. Then configure ODBC data source:

    If you chose Use user or system data source option in connection configuration, when creating UiPath process package, then create an identical ODBC data source on the same remote machine. Use the same configuration as the one created in your workstation in the first step.

    Use Copy Settings and Load Settings buttons to make your life easier. They will help you to transfer settings between different ODBC data sources.

    If you chose Use connection string option, then you don't have to do anything. However, you still have to install ODBC PowerPack on the remote machine.

  4. Continue by opening UiPath Assistant and going to Preferences: Configuring UiPath Assistant to read ODBC data
  5. Find Orchestrator Settings menu item and click it: Configuring Orchestrator settings in UiPath Assistant
  6. And here even bigger fun begins! But fear not, all you have to do is open your web browser window with Client ID & Client secret we obtained in the previous step and simply copy and paste those values into UiPath Assistant. Also, don't forget to configure Orchestrator URL: Configuring Client ID and Secret in UiPath Assistant
  7. Finally, we get rewarded for the hard work with the Connected as Unattended status: Successfully connecting UiPath Assistant to get ODBC data

Create and run UiPath process in Orchestrator

We are at the finish line! Let's create and run UiPath process. This will execute the package on your remote machine using the UiPath Assistant configured earlier.

  1. First of all, open UiPath Orchestrator from UiPath Automation Cloud console.
  2. Then proceed by going to Process in Shared folder: Going to Processes to create UiPath process
  3. Continue by simply clicking on Add process button: Creating UiPath process in UiPath Orchestrator
  4. Select the process package we created in UiPath Studio: Selecting UiPath package in UiPathp process
  5. Rest a while, and just hit Next, unless your package has requirements: Configuring UiPath package requirements (optional)
  6. Then simply hit Create button: Naming UiPath process and setting priority
  7. But let's not stop here and Start the process by creating a job right away: Finishing creating UiPath process to get Zoho SalesIQ Data
  8. Use the same Production runtime we created before and hit Start: Starting UiPath job
  9. We've reached the final step! In the CSV destination file or destination of your choice you should see Zoho SalesIQ data: Successfully running UiPath job

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
        @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
     AS
        SELECT * FROM Orders where OrderDate >= '<@fromdate>';
    

    ZappySys Driver - Create Custom Stored Procedure

  4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01';

    ZappySys Driver - Execute Custom Stored Procedure

  5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

    ZappySys Driver - Generate SQL Server Query

  6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
      "ShipCountry",
      "OrderID",
      "CustomerID",
      "EmployeeID",
      "OrderDate",
      "RequiredDate",
      "ShippedDate",
      "ShipVia",
      "Freight",
      "ShipName",
      "ShipAddress",
      "ShipCity",
      "ShipRegion",
      "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

  6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

    ZappySys Driver - Generate SQL Server Query

  7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Actions supported by Zoho SalesIQ Connector

Zoho SalesIQ Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.
 get_feedbacks
   [Read more...]
Parameter Description
Ratings
Option Value
happy happy
neutral neutral
sad sad
OperatorIds
DepartmentIds
AppIds
StartTime The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)
Option Value
2023-12-31T00:00:00 2023-12-31T00:00:00
now now
today today
yesterday yesterday
yearstart-10y yearstart-10y
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
monthend+1d-1y monthend+1d-1y
EndTime The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)
Option Value
2023-12-31T00:00:00 2023-12-31T00:00:00
now now
today today
yesterday yesterday
yearstart-10y yearstart-10y
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
monthend+1d-1y monthend+1d-1y
TimezoneOffset
VisitorEmail
 get_conversations
   [Read more...]
Parameter Description
Status
Option Value
open open
closed closed
waiting waiting
connected connected
missed missed
end end
OperatorIds
DepartmentId
AppId
Email
StartTime The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)
Option Value
2023-12-31T00:00:00 2023-12-31T00:00:00
now now
today today
yesterday yesterday
yearstart-10y yearstart-10y
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
monthend+1d-1y monthend+1d-1y
EndTime The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)
Option Value
2023-12-31T00:00:00 2023-12-31T00:00:00
now now
today today
yesterday yesterday
yearstart-10y yearstart-10y
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
monthend+1d-1y monthend+1d-1y
VisitorType
Option Value
lead lead
contact contact
UpdatedTimeStart The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)
Option Value
2023-12-31T00:00:00 2023-12-31T00:00:00
now now
today today
yesterday yesterday
yearstart-10y yearstart-10y
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
monthend+1d-1y monthend+1d-1y
UpdatedTimeEnd The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)
Option Value
2023-12-31T00:00:00 2023-12-31T00:00:00
now now
today today
yesterday yesterday
yearstart-10y yearstart-10y
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
monthend+1d-1y monthend+1d-1y
SortBy
Option Value
end_time end_time
updated_time updated_time
 get_operators
   [Read more...]
Parameter Description
LastSyncTime The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)
Option Value
2023-12-31T00:00:00 2023-12-31T00:00:00
now now
today today
yesterday yesterday
yearstart-10y yearstart-10y
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
monthend+1d-1y monthend+1d-1y
 get_departments
   [Read more...]
Parameter Description
LastSyncTime The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)
Option Value
2023-12-31T00:00:00 2023-12-31T00:00:00
now now
today today
yesterday yesterday
yearstart-10y yearstart-10y
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
monthend+1d-1y monthend+1d-1y
 Generic Request
This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.    [Read more...]
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body Request Body content goes here
IsMultiPart Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Headers Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

Zoho SalesIQ Connector Examples for UiPath Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

Get Departments    [Read more...]

List all departments

SELECT * FROM Departments

Get Operators    [Read more...]

List all operators

SELECT * FROM Operators

Get Feedbacks (i.e. ratings)    [Read more...]

List all feedbacks (ratings)

SELECT * FROM Feedbacks

Get Conversations (i.e. chats)    [Read more...]

List all conversations (chats)

SELECT * FROM Conversations

Get Total Feedbacks by Rating Type and Operator for Last Year    [Read more...]

Count Feedbacks by Rating Type and Operator for Last Year.

SELECT
 OwnerEmail,
 OwnerId, 
 RatingString,
 COUNT(Id) Total
FROM Conversations
GROUP BY OwnerEmail, OwnerId, RatingString
Order BY OwnerEmail,RatingString
WITH(
	  --OperatorIds='81565000003048017,81565000002408043,81565000013131025' --You can supply Operator Ids to filter result for those Operators only
	  StartTime='yearstart-1y'
	, EndTime='yearstart-1d'
)

Get Feedbacks (more than 99 rows)    [Read more...]

Get Feedbacks (more than 99 rows). Pagination is not supported so this example shows how to workaround this issue to fetch more rows (assuming each month has less than 99 rows).

SELECT * into #t1 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-01-01', EndTime='2023-02-01');
SELECT * into #t2 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-02-01', EndTime='2023-03-01');
SELECT * into #t3 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-03-01', EndTime='2023-04-01');
SELECT * into #t4 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-04-01', EndTime='2023-05-01');
SELECT * into #t5 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-05-01', EndTime='2023-06-01');
SELECT * into #t6 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-06-01', EndTime='2023-07-01');
SELECT * into #t7 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-07-01', EndTime='2023-08-01');
SELECT * into #t8 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-08-01', EndTime='2023-09-01');
SELECT * into #t9 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-09-01', EndTime='2023-10-01');
SELECT * into #t10 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-10-01', EndTime='2023-11-01');
SELECT * into #t11 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-11-01', EndTime='2023-12-01');
SELECT * into #t12 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-12-01', EndTime='2024-01-01');

select * from #t1 UNION 
select * from #t2 UNION 
select * from #t3 UNION 
select * from #t4 UNION 
select * from #t5 UNION 
select * from #t6 UNION 
select * from #t7 UNION 
select * from #t8 UNION 
select * from #t9 UNION 
select * from #t10 UNION 
select * from #t11 UNION 
select * from #t12;

Conclusion

In this article we discussed how to connect to Zoho SalesIQ in UiPath and integrate data without any coding. Click here to Download Zoho SalesIQ Connector for UiPath and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Zoho SalesIQ Connector for UiPath Documentation 

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Download Zoho SalesIQ Connector for UiPath Documentation

  • How to connect Zoho SalesIQ in UiPath?

  • How to get Zoho SalesIQ data in UiPath?

  • How to read Zoho SalesIQ data in UiPath?

  • How to load Zoho SalesIQ data in UiPath?

  • How to import Zoho SalesIQ data in UiPath?

  • How to pull Zoho SalesIQ data in UiPath?

  • How to push data to Zoho SalesIQ in UiPath?

  • How to write data to Zoho SalesIQ in UiPath?

  • How to POST data to Zoho SalesIQ in UiPath?

  • Call Zoho SalesIQ API in UiPath

  • Consume Zoho SalesIQ API in UiPath

  • Zoho SalesIQ UiPath Automate

  • Zoho SalesIQ UiPath Integration

  • Integration Zoho SalesIQ in UiPath

  • Consume real-time Zoho SalesIQ data in UiPath

  • Consume real-time Zoho SalesIQ API data in UiPath

  • Zoho SalesIQ ODBC Driver | ODBC Driver for Zoho SalesIQ | ODBC Zoho SalesIQ Driver | SSIS Zoho SalesIQ Source | SSIS Zoho SalesIQ Destination

  • Connect Zoho SalesIQ in UiPath

  • Load Zoho SalesIQ in UiPath

  • Load Zoho SalesIQ data in UiPath

  • Read Zoho SalesIQ data in UiPath

  • Zoho SalesIQ API Call in UiPath