SalesIQ Workflows let you react automatically to events happening inside your portal, triggering an action the moment a specific event occurs and matches your configured rules.

Modules you can build workflows around

Workflows can track changes across several modules, including Visitors (profile and field updates), Operators (created, updated, deleted, or department associations), Departments (created, updated, or deleted), and conversations.

The three action types

• Deluge scripts. Run custom logic using Zoho's scripting language, with the event's data made available through a built-in entity parameter you can extract fields from.
• Flow builder (codeless). Configure the response visually, without writing code.
• Webhooks. Send the event data as a real-time POST request to an external URL, rather than an external system needing to repeatedly poll SalesIQ for changes.

A worked example

If a chat is rated as sad by the visitor, a workflow can notify your support team in Slack, or automatically create a task in your helpdesk tool, without anyone needing to notice and act on the poor rating manually.

Webhook security

Every webhook payload SalesIQ sends is cryptographically signed using RSA with SHA256, encoded in Base64, and passed in an x-siqsignature header. SalesIQ generates a public and private key pair, and you store the public key on your own server. When your endpoint receives a webhook, you extract this signature and verify it against the payload using the stored public key, confirming the request genuinely came from SalesIQ rather than being spoofed. Webhooks, including generating and deleting these signing keys, are managed through the SalesIQ REST API.