Customizations A robust field service solution that adapts to your needs.
Automation
Set up workflow rules
Workflow rules help automate repetitive tasks by letting you set up conditions that trigger an action. Rules can be defined based on various criteria, including date and time-based rules. When the conditions are met, the specified action is triggered automatically.
You can create workflow rules to update fields in various modules. You can automate sending email notifications to customers or technicians. You can also write functions that perform a myriad of other actions.
Write functions for your business processes
Custom functions let you set up processes and define business logic to suit your organization. Write functions and combine them with workflows to manipulate data in one or more modules when you create, edit, or delete a record. You can also use functions to implement actions using third-party applications.
Harness the power of webhooks
Share data between Zoho FSM and other applications using webhooks. Webhooks let you establish communication between Zoho FSM and another application when an event occurs. Define workflow rules to trigger the webhook to automate the exchange of information.
