Zoho FSM | Connections

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:
  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.



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 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





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms Banking 
                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 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 ...
                                                                                                                        • 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 ...
                                                                                                                          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