Connections

Connections

There are some services that cannot be integrated directly with Zoho FSM. In these cases, you can use a connection to expand FSM's third-party support. Connection uses OAuth 2.0 protocol to facilitate this integration. Connections will be used while creating Custom Functions.

There are three types of connections:
  1. System Connection: The connection used by the built-in integration task, for accessing the data from FSM and other Zoho services (CRM, Projects, Books, etc). Individual internal connections will be created for individual Zoho integration tasks.
  2. Connection using Default Services: You can choose from the already available list of services, provide your credentials, and establish a connection.
  3. Connection using Custom Services: If the desired service is not available in the default services list, you can configure it on your own and connect to it.

System Connection

The internal connection used for the FSM data manipulation tasks is listed under Internal Connections at Setup > Automation > Connections. Ensure that the status of the connection is Connected. The green dot [] indicates that the connection is Connected.


Connection using Default Services

Following are the steps to create a Connection for a Default Service (Zoho FSM):
  1. Navigate to Setup > Automation > Connections.
    Only users with the profile Administrator will have this option.
  2. Click Create Connection.
  3. Select the Default Services tab and click on the service to which you want to connect your Zoho Service. In our case, we need to select Zoho FSM.



  4. Enter a Connection Name.
  5. Choose Scopes.
    The following scopes are available for FSM. Select the appropriate scopes as per your requirements.

     ScopeDescription
    ZohoFSM.modules.custom.READ

    ZohoFSM.modules.contacts.READ

    ZohoFSM.modules.accounts.READ

    ZohoFSM.modules.Requests.READ

    ZohoFSM.modules.Estimates.READ

    ZohoFSM.modules.WorkOrders.READ
    Used to retrieve records. Will be used in the following tasks:

    zoho.fsm.getRecords(<module>, <page>, <perPage>, <optionalDataMap>, <connection>);

    zoho.fsm.getRecordById(<module>, <id>, <optionalDataMap>, <connection>);

    zoho.fsm.getRelatedRecords(<relationName>, <parentModuleName>, <id>, <page>, <perPage>, <optionalDataMap>, <connection>);
    ZohoFSM.modules.custom.CREATE

    ZohoFSM.modules.contacts.CREATE

    ZohoFSM.modules.accounts.CREATE

    ZohoFSM.modules.Requests.CREATE

    ZohoFSM.modules.Estimates.CREATE

    ZohoFSM.modules.WorkOrders.CREATE
    Used to create records. Will be used in the following tasks:

    zoho.fsm.createRecord(<module>, <dataMap>, <optionalDataMap>, <connection>);





    ZohoFSM.modules.custom.UPDATE

    ZohoFSM.modules.contacts.UPDATE

    ZohoFSM.modules.accounts.UPDATE

    ZohoFSM.modules.Requests.UPDATE

    ZohoFSM.modules.Estimates.UPDATE

    ZohoFSM.modules.WorkOrders.UPDATE
    Used to edit records. Will be used in the following tasks:

    zoho.fsm.updateRecord(<module>, <id>, <dataMap>, <optionalDataMap>, <connection>);







  6. Click Create and Connect.
  7. Click Accept in the permissions page.
    The connection is created. The Link Name will be used as an argument in the task zoho.fsm.createRecord.

Click here to know the steps for creating a function using the connection of a default service.

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