Zoho Flow + Beside: Trigger Zoho automations from every call, text, and voicemail
Zoho Flow + Beside: Trigger Zoho automations from every call, text, and voicemail
Why integrate Zoho Flow with Beside
Route the right data to the right place automatically.
How it works
Beside emits events for calls, voicemails, voice memos, voice notes, and texts into Zoho Flow. Each event indicates if the person is new to your business or already known, and includes AI notes and links to media.
Features
- Triggers for all 5 event types
- Push AI notes to Zoho CRM, Desk, or Projects
- Notify teams in Cliq or Slack
- Update invoices or tasks automatically
How to connect this app
Beside uses Zapier to connect with this app and hundreds of others.
- 1
Download Beside
Install Beside on iOS or Android. Integrations are managed from the mobile app.
- 2
Open Zapier in Beside
Go to Settings → Connected Integrations → Zapier. Tap Connect Zapier.
- 3
Choose the app you want to connect
Zapier will open in your browser. Search for the app you want to connect and select it. Tap Get started to begin creating your workflow.
- 4
Set up your workflow
In Zapier, choose a Beside trigger (like a new call, voicemail, or message) and choose an action in the app you selected. You can map fields like caller identity, AI summary, owner, and follow-up date.
- 5
Turn it on
Once your Zap is live, new Beside events will automatically sync to the connected app. That's it — no manual exports, no duplicated work.
Why shops connect Zoho Flow
The missed call is not a Zoho Flow problem. It is a phone problem. Beside picks up, qualifies, and books. Zoho Flow is where the record should live if your team already starts the day there. Connecting them means the first conversation of a job is not trapped in voicemail.
Owners usually connect Zoho Flow after the line is live, not before. Get one week of summaries in Beside, then turn on the sync so you are not piping test calls into production records.
If Zoho Flow is your CRM, send new contacts and the next step. If it is chat or dispatch, send the summary and the phone number. See CRM, AI Receptionist, and the rest of integrations.
Beside answers the call, writes a summary, and can send the contact, transcript, or a follow-up into Zoho Flow. You keep using Zoho Flow as the system of record if that is already how the shop runs.