Connect gate and Zoho FSM to Build Intelligent Automations

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When this happens...

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Zoho FSM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Gate Status Changed

Gate Status Changed

Triggered when the status of a gate entry is updated.

manual

manual

Request a new Trigger for gate

Do thisActions

Action is the task that follows automatically within your gate integrations.

Create User

Create User

Add 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 linked to an appointment with technician notes and customer feedback

Get work order

Get work order

Retrieve details for a work order

Create contact

Create contact

Create a new contact in Zoho FSM with name, email, service address, currency, and tax details.

Update company

Update company

Update a company's name

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Frequently Asked Questions

How do I start an integration between gate and Zoho FSM?

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

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

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

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

The data sync between gate and Zoho FSM 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 gate to Zoho FSM?

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 gate and Zoho FSM?

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

gate

About gate

Cody is an AI-powered tool designed to assist businesses in automating tasks, improving productivity, and enhancing decision-making processes. It leverages artificial intelligence to provide insights, automate workflows, and facilitate seamless communication within organizations.

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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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