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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Card Created
Trigger when a user creates a card.
Board Created
Trigger when a new Board Created.
Board Updated
Trigger when a new Board Updated.
Board Deleted
Trigger when a new Board Deleted.
Board To Pdf Created
Trigger when a Board To Pdf Created.
Board Viewed
Trigger when an existing Board Viewed.
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 Guru accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in Guru (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in Guru. This includes choosing which data fields go into which fields of Guru, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and Guru 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 Guru. 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 Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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