Connect SimpleKPI and Zoho FSM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SimpleKPI
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
Enable Integrations or automations with these events of SimpleKPI and Zoho FSM
Enable Integrations or automations with these events of SimpleKPI and Zoho FSM
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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.
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Frequently Asked Questions
To start, connect both your SimpleKPI and Zoho FSM accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Zoho FSM (or vice versa).
Absolutely. You can customize how SimpleKPI 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 SimpleKPI 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 SimpleKPI 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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
