Connect Zoho Catalyst and Zoho FSM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Catalyst
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
Enable Integrations or automations with these events of Zoho Catalyst and Zoho FSM
Enable Integrations or automations with these events of Zoho Catalyst and Zoho FSM
Actions
Delete project
Delete a project in Zoho Catalyst.
Search Project
Get details for a Zoho Catalyst project
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
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Frequently Asked Questions
To start, connect both your Zoho Catalyst and Zoho FSM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Catalyst triggers actions in Zoho FSM (or vice versa).
Absolutely. You can customize how Zoho Catalyst 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 Zoho Catalyst 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 Zoho Catalyst 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 Zoho Catalyst
Zoho Catalyst is a powerful serverless platform that enables developers to build and deploy scalable applications effortlessly. With a suite of tools and services, it streamlines the development process, allowing for rapid innovation and deployment.
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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