Integrations Zoho FSM Plumsail Forms
Zoho FSM + Plumsail Forms

Connect Zoho FSM and Plumsail Forms to Build Intelligent Automations

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Zoho FSM

When this happens...

Choose an Action

Plumsail Forms

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Enable Integrations or automations with these events of Zoho FSM and Plumsail Forms

Enable Integrations or automations with these events of Zoho FSM and Plumsail Forms

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 Plumsail Forms?

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

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

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

How often does the data sync between Zoho FSM and Plumsail Forms?

The data sync between Zoho FSM and Plumsail Forms 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 Plumsail Forms?

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 Plumsail Forms?

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

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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