Connect Zoho FSM and Platoforms to Build Intelligent Automations

Choose a Trigger

Zoho FSM

When this happens...

Choose an Action

Platoforms

Automatically do this!

Ready to use Zoho FSM and Platoforms automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Created

Form Created

Trigger when a new form 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 Platoforms?

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

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

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

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

The data sync between Zoho FSM and Platoforms 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 Platoforms?

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 Platoforms?

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

About Platoforms

PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.

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