Use Zoho Flow to Supercharge your Zoho FSM Integrations

Use Zoho Flow to Supercharge your Zoho FSM Integrations

 
We are thrilled to announce that Zoho FSM is now included in Zoho Flow - Zoho’s powerful no-code integration platform. With this, you can connect Zoho FSM with your most-used applications—without requiring technical expertise.

What does this offer?

Zoho Flow supports 950+ apps, so you can build workflows tailored to your business and bridge the gap between your service teams and your other business operations.
  1. Zoho FSM and Sinch MessageMedia for automated customer communication: Send an automated SMS to the customer as soon as their service request is logged in Zoho FSM, providing reassurance and reducing inbound status-check calls.

  2. Zoho FSM and Google Calendar for efficient scheduling: Create Google Calendar events for service appointments scheduled in Zoho FSM, helping in better time management and appointment tracking.
     
  3. Zoho FSM and HubSpot for streamlined lead-to-service workflow: Automatically create a work order in Zoho FSM when a new deal is closed in HubSpot, ensures that the service team is promptly notified and can initiate the necessary actions without manual intervention.

  4. Zoho FSM and QuickBooks Online for seamless accounting: Automatically copy any new estimate created in QuickBooks to Zoho FSM, ensuring consistency between financial records and service operations.

How does it work? 



In Zoho Flow, automations are created using what’s called a Flow. Each Flow connects apps and automates tasks using two core components:
  1. Trigger – the event that starts the workflow
  2. Action(s) – the tasks that get executed in response
Here’s how to build a flow in three simple steps:

Step 1: Set the Trigger  
The trigger is what kicks off your automation. E.g. "When a new Service Appointment is created in Zoho FSM…"
This tells Zoho Flow when to start running the workflow.

Step 2: Add Actions  
Actions are the steps you want to happen after the trigger. E.g.“…create a new event in Google Calendar.”
You can add multiple actions to a single flow and even include conditions, delays, or logic branches.

Step 3: Turn on the Flow  
Once everything is set up, simply enable the flow. Your automation is now live and will run every time the trigger condition is met.

Start connecting your apps today!!!

Please refer to the help documentation for detailed instructions on integrating Zoho FSM with other applications using Zoho Flow. Do feel free to leave a comment below or email us at support@zohofsm.com if you have any questions.



        • Recent Topics

        • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of

        • [Announcement] Insert image from URL changes in Zoho Writer

          Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from

        • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring

        • [Webinar] Simplifying document workflows in financial services with Zoho Writer

          Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar

        • Dynamic Signature - Record owner

          Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

        • Writer sing up problom

          Zoho writer sing up prolom face

        • Unable to copy into a new document

          Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

        • Add Comprehensive Accessibility Features to Zoho Writer

          Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

        • [Webinar] Zoho Writer for the manufacturing industry

          Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar

        • [Webinar] Live demos and user Q&A with Zoho Writer product experts

          Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based

        • [Webinar] Zoho Writer for SCM and logistics

          Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed

        • Automate insurance document workflows with Zoho Writer

          Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,

        • [Webinar] Automate sales and presales workflows with Writer

          Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

        • Zoho Writer's built-in citation and bibliography generator

          Hey researchers and writers! Do you manually format citations and bibliographies, spending hours jumping between apps and tabs? If so, then check out Zoho Writer's built-in "Citations and Bibliography" feature. Imagine you're writing a thesis on the future

        • Single and group checkboxes in Zoho Writer's fillable forms

          Hey Writer Fam, Are you making the most out of single and group checkboxes in fillable forms in Zoho Writer? Here is a handy tip to optimize your use of checkboxes, both single and group, and enhance your data collection process. Single checkboxes: Single

        • Collaborate efficiently with Zoho Writer's track changes feature

          Hi Zoho Writer Community, Zoho Writer's track changes feature is a simple, built-in solution that helps you and your team work together efficiently. Instead of juggling multiple versions of a document or building up a long email chain of comments, each

        • Zoho Writer's WordPress extensions

          Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window

        • Time-saving table hacks

          Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.

        • Automating document approval and signing with Zoho Writer and Zoho Sign

          Hey Zoho Writer Community! Here's another automation tip to make your processes more efficient! Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same person

        • Customization hacks in Zoho Writer - Part 2

          Hey community, We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in! Document ruler units Imagine you're creating

        • Simplify your tax calculations with Zoho Writer

          Hello Zoho Writer Community! Tax season can be stressful, but with Zoho Writer, managing your income tax calculations becomes straightforward and efficient. Here’s an example of how you can use the tables and formulae of Zoho Writer to calculate income

        • Enhance document navigation with headings and TOC

          Hey Zoho Writer Community! We're back with some useful features in Zoho Writer that can simplify your document creation and navigation process. Let's dive right in! Check out our video on how to make the most of Zoho Writer's heading and table of contents

        • Use and download in PDF format of Zoho wirter Merge template using deluge

          Hello Zoho Developers. Here is some information about Zoho Writer. Writer is not just another online word processor, it's a powerful tool for editing, collaboration, and publishing. Even with its wide range of features, Writer's pared-down user interface

        • Customization hacks in Zoho Writer - Part 3

          Hello everyone, Welcome back to Part 3 of our customization tips in Zoho Writer! In this third installment, we'll be diving into some essential customization settings that can enhance your document creation experience. Sender email address in mail merge

        • Daytime saving timezones messing up writer pdf

          Hi, I need help for something I can't figure out. I created a Form to collect data and it is set up with my current Daylight Saving Time (GMT-3). This form is used to generate a contract (pdf Writer) with dates from an event that is being held in 4 months

        • Issue with locked content in Writer

          Hi, I have seen the documentation which outlines how to lock specific content within a Writer document so that it can't be modified by collaborators, but I have come across an issue. When the editor locks a paragraph for example, then a collaborator can't

        • Deprecation of certain URL patterns for published Zoho Writer documents

          Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their

        • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

          Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample

        • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

          Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions

        • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

          Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

        • Zoho Writer - Option to Export as .zdoc format

          I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

        • Problem with Writer and Workdrive

          Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to

        • Set to Review for all

          We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

        • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

          These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

        • Shortcut to fill a range of cells

          Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

        • stock

          bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

        • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

          TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

        • Zoho sheet for desktop

          Hi is zoho sheets available for desktop version for windows

        • Slicers are now available in Zoho Sheet—filter your data interactively

          At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

        • Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

          Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that

        • Next Page