Enable Integrations or automations with these events of Zoho FSM and PDF Expert
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 PDF Expert accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in PDF Expert (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in PDF Expert. This includes choosing which data fields go into which fields of PDF Expert, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and PDF Expert 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 PDF Expert. 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 MorePDF Expert is a powerful tool designed for managing, editing, and annotating PDF documents. It offers a seamless experience for users who need to work with PDFs, providing features such as text editing, form filling, and document signing. Ideal for both personal and professional use, PDF Expert ensures that users can handle their PDF files with ease and efficiency.
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