Enable Integrations or automations with these events of Zoho FSM and freshbooks
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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To start, connect both your Zoho FSM and freshbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in freshbooks (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in freshbooks. This includes choosing which data fields go into which fields of freshbooks, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and freshbooks 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 freshbooks. 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 MoreFreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
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