Connect Zoho FSM and Samvad to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho FSM
Choose an Action
Automatically do this!
Create Lead
Enable Integrations or automations with these events of Zoho FSM and Samvad
Enable Integrations or automations with these events of Zoho FSM and Samvad
Actions
Create User
Add 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 with technician and customer feedback and link it to an appointment
Get work order
Get details for a Zoho FSM work order
Create contact in Zoho FSM
Create a new contact with name, email, service address and tax details in Zoho FSM
Update company
Update a company's name
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Frequently Asked Questions
To start, connect both your Zoho FSM and Samvad accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in Samvad (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in Samvad. This includes choosing which data fields go into which fields of Samvad, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and Samvad 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 Samvad. 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 Samvad
Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.
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