Connect Gravity Forms and Zoho FSM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create User
Create company
Create service report
Get work order
Create contact in Zoho FSM
Update company
Update contact
Create asset
Create service or part
Create equipment
Ready to use Gravity Forms and Zoho FSM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggered when a new form is submitted in Gravity Forms.
Do thisActions
Action is the task that follows automatically within your Gravity Forms 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 Gravity Forms and Zoho FSM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gravity Forms triggers actions in Zoho FSM (or vice versa).
Absolutely. You can customize how Gravity Forms 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.
The data sync between Gravity Forms and Zoho FSM 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 Gravity Forms 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.
About Gravity Forms
Gravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.
Learn MoreAbout 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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