Connections
A Connection is a way to establish authentication between Zoho FSM and other Zoho or third-party services to establish integration between them. Connection supports different authentication types (viz API Key, Basic, OAuth 1.0, OAuth 2.0). Connections will be used while creating Custom Functions.
There are three types of connections:
- 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.
- Connection using Default Services: You can choose from the already available list of services, provide your credentials, and establish a connection.
- 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 Space > 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):
- Navigate to Setup > Developer Space > Connections.
Only users with the profile Administrator will have this option. - Click Create Connection.
- 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.
- Enter a Connection Name.
- Choose Scopes.
The following scopes are available for FSM. Select the appropriate scopes as per your requirements.Scope Description ZohoFSM.modules.custom.READ
ZohoFSM.modules.contacts.READ
ZohoFSM.modules.accounts.READ
ZohoFSM.modules.Requests.READ
ZohoFSM.modules.Estimates.READ
ZohoFSM.modules.WorkOrders.READUsed 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.CREATEUsed 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.UPDATEUsed to edit records. Will be used in the following tasks:
zoho.fsm.updateRecord(<module>, <id>, <dataMap>, <optionalDataMap>, <connection>); - Click Create and Connect.
- 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:
- Navigate to Setup > Developer Space > Connections and click Create Service.
- Enter the following details and click Create Service.
- A Service Name
The Service Link Name will be automatically populated. - Authentication Type: OAuth2
- Parameter Type: Header
- Grant Type: Authorization Code
- Generated Client ID, Client Secret
- Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
- Access Token URL: https://accounts.zoho.com/oauth/v2/token
- Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
- The desired Scope.
Provide a Scope Display Name. - Click Create Connection.
- Perform the following and click Create And Connect:
- A Connection Name
The Connection Link Name will be populated automatically. - Select the necessary Scopes.
- Click Connect in the authentication page.
- 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:
- Go to the API Console.
- Click Add Client.
- Choose the Client Type as Server-based Applications.
- Enter the following details and click Create:
- Client Name: FSM
- Homepage URL: https://fsm.zoho.com/home
- 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.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...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 ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources