In CRM, If any sales order is created along with a serial number in the Zoho Finance module does it will reflect in Work Order?
@ZohoFSM
4 ай бұрын
Hi, hope this document helps you with your query. help.zoho.com/portal/en/kb/fsm/inventory-management/articles/inventory-with-fsm#Serial_Number_tracking_powered_by_Inventory If you have any other questions, you can mail us at support@zohofsm.com
@youcantseeme4266
7 ай бұрын
Hi. Quick question. Is it possible that in Zoho CRM Blueprint once a lead is qualified, it will automatically generate a workorder in zoho fsm? Thanks for the help!
@ZohoFSM
6 ай бұрын
Yes, you can automate this. You can use APIs to generate the work order. Hope this helps!
@youcantseeme4266
6 ай бұрын
@@ZohoFSM how do you do that?
@ZohoFSM
6 ай бұрын
@@youcantseeme4266 This is not part of the standard functionality of Zoho CRM and Zoho FSM Integration. However, we can achieve the requirement by adding a workflow. Please check out the sample implementation at this link: help.zoho.com/portal/en/kb/fsm/custom-integrations/zoho-crm/articles/create-a-work-order-in-fsm-from-a-crm-sales-order . It will create a work order as soon as a sales order is created in CRM. Similar to this, you can add workflows as per your needs. Check out the help document and reach out to us at support@zohofsm.com for any future needs.
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