Connect Leexi and Zoho FSM to Build Intelligent Automations

Choose a Trigger

Leexi

When this happens...

Choose an Action

Zoho FSM

Automatically do this!

Enable Integrations or automations with these events of Leexi and Zoho FSM

Enable Integrations or automations with these events of Leexi and Zoho FSM

Actions

Create a Meeting Event

Create a Meeting Event

Create a meeting event.

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

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Leexi 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 Leexi and Zoho FSM?

The data sync between Leexi 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 Leexi 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 Leexi and Zoho FSM?

Yes, you can set conditional logic to control the flow of data between Leexi 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.

Leexi

About Leexi

Leexi is an advanced AI-powered platform designed to enhance productivity and streamline workflows through intelligent automation and data analysis. It leverages cutting-edge artificial intelligence to provide insights and automate tasks, making it an essential tool for businesses looking to optimize their operations.

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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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