Connect Zoho FSM and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho FSM
Choose an Action
Automatically do this!
Create invoice
Update invoice
Create Customer
Create subscription
Create an estimate
Update customer
Find Invoice
Find Customer
Create a product
Record Payment
Create a product
Create a subscription plan
Fetch Subscription
Add Charge
Cancel a subscription
Cancel invoice write-off
Create credit note
Send invoice by email
Fetch Customer
Void an invoice
Write off an invoice
Update subscription
Void an invoice
Ready to use Zoho FSM and Zoho Billing automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sbscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
Cancel Subscription
Triggers when subscription is cancelled
Update Customer
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Zoho FSM integrations.
Create User
Creates 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 for an appointment with technician notes and customer feedback
Create Contact
Create a contact in Zoho FSM.
Update Company
Update a company's name or service address
Update Contact
Update the details of a specific contact.
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Frequently Asked Questions
To start, connect both your Zoho FSM and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Zoho FSM data is recorded in Zoho Billing. This includes choosing which data fields go into which fields of Zoho Billing, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho FSM and Zoho Billing 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 Zoho Billing. 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 Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
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