Connect Zoho FSM and SERA Systems to Build Intelligent Automations

Choose a Trigger

Zoho FSM

When this happens...

Choose an Action

SERA Systems

Automatically do this!

Enable Integrations or automations with these events of Zoho FSM and SERA Systems

Enable Integrations or automations with these events of Zoho FSM and SERA Systems

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 SERA Systems?

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

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

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

How often does the data sync between Zoho FSM and SERA Systems?

The data sync between Zoho FSM and SERA Systems 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 SERA Systems?

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 SERA Systems?

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

About SERA Systems

Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.

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