Automation
Email Notification
Email notifications are email alerts that are sent to the intended recipients whenever a workflow rule is triggered. It can be used to save the settings required for sending out alerts associated with a particular action or event. Email notifications ...
Workflow Rules and Actions Using Notes
In Zoho FSM, workflow rules using notes help automate actions based on information added to records. By leveraging notes in workflow automation, teams can streamline communication, escalate issues, and automate service processes. The following are ...
Time Based Rules
Use Time-based Rules to automate triggering desired actions based on a specified date or time. Thus, time-based rules will help you automate routine tasks, improve communication with customers, ensure compliance with service commitments, and ...
Webhooks
Webhooks offer a way for you to establish communication between Zoho FSM and another application when an event occurs and exchange information about the event that occurred. A webhook is an event-notification via a HTTP URL. To trigger a webhook, you ...
Field Updates
Field Updates used with Workflow Rules will enable you to automatically update the value of a field based on some criteria. For example, use a workflow rule to identify regular customers and reward them appropriately. Available in Editions: All ...
Functions
‌Custom functions are used for defining custom business logic, formulating processes, and automating repetitive tasks. They are used for manipulating details of one or more FSM modules through record creation, updation or deletion. They are also used ...
Workflow Rules and Actions
With field services increasingly gaining traction worldwide, they are continuously evolving into a more systematic and standardized process. Automation plays a pivotal role in this transformation. Studied automation can make all the difference ...