Connect Zoho FSM and Vectara to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho FSM
Choose an Action
Automatically do this!
Create Corpus
Ready to use Zoho FSM and Vectara automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Corpora
Retrieve corpora created within the last specified minutes.
Do thisActions
Action is the task that follows automatically within your Zoho FSM integrations.
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 Vectara accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in Vectara (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in Vectara. This includes choosing which data fields go into which fields of Vectara, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and Vectara 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 Vectara. 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 Vectara
Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.
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