Connect Zoho FSM and freshbooks to Build Intelligent Automations

Choose a Trigger

Zoho FSM

When this happens...

Choose an Action

freshbooks

Automatically do this!

Enable Integrations or automations with these events of Zoho FSM and freshbooks

Enable Integrations or automations with these events of Zoho FSM and freshbooks

Actions

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 freshbooks?

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).

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

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.

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

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.

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

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 freshbooks?

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

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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freshbooks

About freshbooks

FreshBooks 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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