Connect Zoho FSM and ConvertKit or Kit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho FSM
Choose an Action
Automatically do this!
Find a Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create a Subscriber
Update a Subscriber
Unsubscribe a Subscriber
Ready to use Zoho FSM and ConvertKit or Kit automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
New Unsubscribe
Triggers when a subscriber unsubscribes from your email.
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
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 ConvertKit or Kit accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in ConvertKit or Kit (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in ConvertKit or Kit. This includes choosing which data fields go into which fields of ConvertKit or Kit, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and ConvertKit or Kit 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 ConvertKit or Kit. 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 ConvertKit or Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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