Connect Platoforms and Zoho FSM to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Create User
Create Company
Create Service Report
Create Contact
Update Company
Update Contact
Create Asset
Create Service or Part
Create Equipment
Ready to use Platoforms and Zoho FSM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
Do thisActions
Action is the task that follows automatically within your Platoforms integrations.
Search Form
Find the details of a form by its id.
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
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Frequently Asked Questions
To start, connect both your Platoforms and Zoho FSM accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Zoho FSM (or vice versa).
Absolutely. You can customize how Platoforms 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 Platoforms 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 Platoforms 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 Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
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.
Learn More
