Connect Zoho FSM and Zoho Projects to Build Intelligent Automations
Ready to use Zoho FSM and Zoho Projects automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in a project.
New Bug
Triggers when a new bug is reported in a project.
Do thisActions
Action is the task that follows automatically within your Zoho FSM integrations.
Create User
Creates a new user to Zoho FSM.
Create Company
Create a company record with billing, service address, and tax details.
Create Service Report
Create a service report for an appointment with technician notes and customer feedback
Create Contact
Create a contact in Zoho FSM.
Update Company
Update a company's name or service address
Update Contact
Update the details of a specific contact.
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Frequently Asked Questions
To start, connect both your Zoho FSM and Zoho Projects accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in Zoho Projects (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in Zoho Projects. This includes choosing which data fields go into which fields of Zoho Projects, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and Zoho Projects typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho FSM and Zoho Projects. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho FSM
Zoho FSM is a comprehensive field service management solution designed to streamline operations, enhance customer satisfaction, and improve efficiency for businesses managing field services.
Learn MoreAbout Zoho Projects
Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.
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