Enable Integrations or automations with these events of Zoho FSM and Docamatic
Creates a new user to Zoho FSM.
Create a company record with billing, service address, and tax details.
Create a service report for an appointment with technician notes and customer feedback
Create a contact in Zoho FSM.
Update a company's name or service address
Update the details of a specific contact.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho FSM and Docamatic accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in Docamatic (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in Docamatic. This includes choosing which data fields go into which fields of Docamatic, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and Docamatic 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 Docamatic. 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 is a comprehensive field service management solution designed to streamline operations, enhance customer satisfaction, and improve efficiency for businesses managing field services.
Learn MoreDocamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
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