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

        • Request for Light/Dark Mode

          Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

        • Journey Email - Ignored Contacts

          I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

        • Involved account types are not applicable when create journals

          { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

        • Zoho Books - Include Payment Terms as a Custom View filter

          It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

        • How to update changed purchase account of item in invoice

          I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

        • Help - Zoho CRM notification on mobile (IOS/Android)

          Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

        • Zoho Books Idea - Include another field in Bank Details for Address

          Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

        • a question about the COQL API v8

          When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success

        • Zoho Books Idea - Bank Details Button on Banking

          Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

        • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

          Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js

        • Function #55: Convert multiple quotes to single SO using Custom Button

          Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

        • Time based workflow without edit/action

          Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound

        • What's New - August 2025 | Zoho Backstage

          Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things

        • prevent selling expired items

          Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.

        • Product details removed during update from other system

          We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

        • Client Customer

          I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.

        • Add Ability to Use Zoho Finance Tags

          For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.

        • Embeded Signing doesn't work on Safari Browser

          We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know

        • Dataprep Webhook Limits and Cannot update column with Dataprep

          I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe

        • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

          Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re

        • Project Management Bulletin: August, 2025

          We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,

        • Zoho Sign and Zoho Workdrive Integration

          Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named

        • How do you list multiple contacts for a lead?

          My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve

        • Modifying Three Dot Menu Options

          Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for

        • Field Not Updating in FSM Script - Service and Parts module.

          Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

        • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

          Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make

        • How to update Multiple Users field in Quote Module from Deal Module

          Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module

        • Clone a Module??

          I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

        • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

          I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?

        • Updating Subform Record from other Form

          Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

        • Zoho Books - Hide Convert to Sales Order if it can't be used.

          Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive

        • How do I bulk archive my projects in ZOHO projects

          Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

        • Cross-Data Center Collaboration and / Or allowing users to choose DC

          Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data

        • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

          I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

        • Send / Send & Close keyboard shortcuts

          Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

        • Is it possible to register webhooks in Zoho CRM using API?

          Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that

        • Calls where the local audio is shared, have echo

          When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?

        • Update application by uploading an updated DS file

          Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

        • Markdown support, code cells...

          Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!

        • Minimise chat when user navigates to new page

          When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.

        • Next Page