Zoho FSM | 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 supports different authentication types (viz API Key, Basic, OAuth 1.0, OAuth 2.0) 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. Details for registering your Zoho Client is mentioned here.

System Connection

The internal connection used for the FSM data manipulation tasks is listed under Internal Connections at Setup > Developer SpaceConnections. 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 > Developer Space > 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.

Connection using Custom Services

Refer to this page for details of how to create a custom connection. To create a custom connection for Zoho FSM, follow the steps mentioned below:
  1. Navigate to Setup > Developer Space > Connections and click Create Service.



  2. Enter the following details and click Create Service.
    1. Service Name
      The Service Link Name will be automatically populated.
    2. Authentication Type: OAuth2
    3. Parameter Type: Header
    4. Grant Type: Authorization Code
    5. Generated Client IDClient Secret
    6. Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
    7. Access Token URL: https://accounts.zoho.com/oauth/v2/token
    8. Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
    9. The desired Scope.
      Provide a Scope Display Name.



  3. Click Create Connection.



  4. Perform the following and click Create And Connect:
    1. Connection Name
      The Connection Link Name will be populated automatically.
    2. Select the necessary Scopes.



  5. Click Connect in the authentication page.



  6. Click Accept in the Authorization page.

 In custom functions, where the FSM API is used via the invokeURL task, use this Connection Link Name.
 

Register your Application  

To register your application with Zoho FSM:
  1. Go to the API Console.
  2. Click Add Client.



  3. Choose the Client Type as Server-based Applications.



  4. Enter the following details and click Create:
    1. Client Name: FSM
    2. Homepage URL: https://fsm.zoho.com/home
    3. Authorized Redirect URIs:
      For US domain: https://deluge.zoho.com/delugeauth/callback
      For EU domain: https://dre.zoho.eu/delugeauth/callback
      For IN domain: https://deluge.zoho.in/delugeauth/callback
      For AU domain: https://dre.zoho.com.au/delugeauth/callback

You will receive the following credentials:
Client ID: The consumer key generated from the connected app.
Client Secret: The consumer secret generated from the connected app.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Email Customer the Service Reports along with the Invoices

                                                                                                        Usecase: When a service appointment is completed, email to the customer the service reports in the service appointment and the invoices in the parent work order. Follow the steps below to implement this usecase: Step 1: Create connections Step 2: ...
                                                                                                      • Integrate with Xero

                                                                                                        Xero is an accounting software. This help document details the steps to integrate Xero with FSM. It broadly consists of the following: Register your application in Xero Create a connection for Xero Create a custom function in FSM Register your ...
                                                                                                      • Create a Work Order in Zoho FSM from a Sales Order in Zoho Books

                                                                                                        Use case: Whenever a Sales Order is created in Zoho Books, create a Work Order for it in Zoho FSM. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM in Zoho Books Step 2: Create a custom function in Zoho ...
                                                                                                      • Integrate with QuickBooks

                                                                                                        QuickBooks is an accounting software. This help document details the steps to integrate QuickBooks with FSM. It broadly consists of the following: Create a connection for QuickBooks Create a custom function in FSM Create a connection for QuickBooks ...
                                                                                                      • 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 ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources