Connect Zoho FSM and Robocorp to Build Intelligent Automations

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Zoho FSM

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Robocorp

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Process Run completed

Process Run completed

Triggers when a process run is completed.

Process Run Unresolved

Process Run Unresolved

Triggers when a process run is Unresolved.

Process Run Started

Process Run Started

Triggers when a process run is started.

Assistant created

Assistant created

Trigger when a Assistant created.

Process Created

Process Created

Trigger when a Process created.

Task Packages Created

Task Packages Created

Trigger when a new task packages.

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 Robocorp?

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

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

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

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

The data sync between Zoho FSM and Robocorp 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 Robocorp?

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 Robocorp?

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

About Robocorp

Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.

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