Connect Zoho FSM and Aircall to Build Intelligent Automations

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Zoho FSM

When this happens...

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Aircall

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created

Delete Contact

Delete Contact

Triggers when a new team is deleted

Update Contact

Update Contact

Triggers when an existing contact is updated

New User

New User

Triggers when a new user is created

Delete User

Delete User

Triggers when a new user is deleted

Delete Number

Delete Number

Triggers when a number is deleted

Do thisActions

Action is the task that follows automatically within your Zoho FSM integrations.

Create User

Create User

Creates a new user to Zoho FSM.

Create Company

Create Company

Create a company record with billing, service address, and tax details.

Create Service Report

Create Service Report

Create a service report for an appointment with technician notes and customer feedback

Create Contact

Create Contact

Create a contact in Zoho FSM.

Update Company

Update Company

Update a company's name or service address

Update Contact

Update Contact

Update the details of a specific contact.

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Frequently Asked Questions

How do I start an integration between Zoho FSM and Aircall?

To start, connect both your Zoho FSM and Aircall accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in Aircall (or vice versa).

Can we customize how data from Zoho FSM is recorded in Aircall?

Absolutely. You can customize how Zoho FSM data is recorded in Aircall. This includes choosing which data fields go into which fields of Aircall, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho FSM and Aircall?

The data sync between Zoho FSM and Aircall typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho FSM to Aircall?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho FSM and Aircall?

Yes, you can set conditional logic to control the flow of data between Zoho FSM and Aircall. 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.

Zoho FSM

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.

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Aircall

About Aircall

Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.

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