Handling Multiple Workflows

For businesses with diverse booking requirements, Scheduler's ability to handle multiple workflows is a powerful feature. You can create separate, independent workflows for different parts of your business, such as one for sales appointments and another for service callouts.

Independent Configurations

Each workflow you create is entirely self-contained. This means that you can have different settings for each one, including:

• Source and destination modules
• Field mappings
• Booking forms
• Availability rules
• Notifications

This allows you to tailor the booking process to the specific needs of each team or department.

Triggering Specific Workflows

When you have multiple workflows, you will need to create a separate custom button in Zoho CRM for each one. The URL for each button must include the unique WORKFLOW_ID of the workflow you want to launch.

For example, a button for a "Sales" workflow might have a URL like this: https://app.scheduler.so/search?wf=sales-workflow-123&recordId=${Leads.Lead Id}

And a button for a "Service" workflow might look like this: https://app.scheduler.so/search?wf=service-workflow-456&recordId=${Contacts.Contact Id}

By using distinct buttons for each workflow, you can ensure that your telephone agents are always using the correct set of rules and settings for the type of appointment they are booking.