List feedback in Zoho SalesIQ, without opening it
Zoho SalesIQ exposes 3 operations and a companion can work all of them: create an article, list a feedback and get a visitor feedback. Anything that changes a record waits for your click.
Open the article. Check it against something else. Write the change. Move to the next one. That is the Zoho SalesIQ afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a article until you approve it.
What it can do is exactly what Zoho SalesIQ exposes to an account you authorise and nothing beyond it: 3 operations, 2 reads and 1 write. In practice that means it can create an article, and work across the articles, feedbacks and visitor feedbacks.
The Zoho SalesIQ API stops at Zoho SalesIQ. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Where do the articles come from?
2 of the 3 operations are reads.
Your account, not a guess at it: a companion can list a feedback and get a visitor feedback, and the full list below is the whole list, with nothing inferred from Zoho SalesIQ's documentation.
The articles are what most of this inventory is about, alongside the feedbacks. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of Zoho SalesIQ admin becomes a queue you review.
- List Feedback
- Get Visitor Feedback
Which articles wait for your approval?
The one write operation there is waits for you.
A companion can create an article, and each one is staged on an approval card first: you see the article, the field and the new value before it lands in Zoho SalesIQ.
Nothing in Zoho SalesIQ is sent, changed or deleted on your behalf without that click, and a rejected card leaves the article exactly as it was. The gate is the same one on every surface, described at security.
- Create Article
What does the recurring articles pass look like?
Yes.
Saved as a routine, the Zoho SalesIQ articles pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The sales pipeline playbook catalogues the other recurring shapes of pipeline work, the Zoho SalesIQ articles sweep among them, and finished runs are published at real runs.
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