Connect Zoho FSM and Cody.ai to Build Intelligent Automations

Choose a Trigger

Zoho FSM

When this happens...

Choose an Action

Cody.ai

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Bot

New Bot

Triggered when a new bot is created.

New Message

New Message

Triggered when a new message is created.

New Folder

New Folder

Triggered when a new folder is created.

New Conversation

New Conversation

Triggered when a new conversation is created.

New Documents

New Documents

Triggered when a new document is created.

Request a new Trigger for Zoho FSM

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 Cody.ai?

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

Can we customize how data from Zoho FSM is recorded in Cody.ai?

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

How often does the data sync between Zoho FSM and Cody.ai?

The data sync between Zoho FSM and Cody.ai 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 Cody.ai?

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 Cody.ai?

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

About Cody.ai

Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.

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