Operations

Desk to Field Service

Creates an FSM work order and a calendar visit when a ticket needs a technician.

Implement Desk to Field Service.

InterConnecta configures the part Zoho already publishes and builds the API for the step that connection does not cover. OpenAI, Anthropic, or Gemini can run the AI step.

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Workflow

When Ticket flagged for field visitVisit completedTicket reopened

View diagram

Solution

Schedule the visit from the ticket.

A Desk ticket that needs a technician is retyped into a work order and a calendar event.

A Zoho Desk ticket flagged for a visit creates a Zoho FSM work order and a Google Calendar event for the technician.

Input systems

Zoho Desk

Origin

Zoho FSM

AI processing

Google Calendar

Result

Execution path

Origin Ticket flagged for field visit

Visit completed · Ticket reopened

AI processing Extract the asset, site, and requested window from the ticket and draft the work order. Do not close the ticket when the visit is only scheduled. OpenAI, Anthropic, or Gemini can run this step.

Ticket id
Account and site
Asset
Requested window

Actions

Create the work order
Create the calendar event
Link both on the ticket
Add a completion note when the visit ends

Result Dispatch sees the work order, and the ticket keeps the visit link.

How this flow runs.

01

Zoho Desk

Starts when Ticket flagged for field visit, Visit completed, Ticket reopened.
02

Ticket

Reads Ticket id, Account and site, Asset, Requested window.
03

Run the AI step

Extract the asset, site, and requested window from the ticket and draft the work order. Do not close the ticket when the visit is only scheduled. OpenAI, Anthropic, or Gemini can run this step.
04

Zoho FSM

Dispatch sees the work order, and the ticket keeps the visit link.

Zoho modules

Tickets
Work Orders
Service Appointments

Fields updated

Work order
Calendar event
Ticket link
Completion note

Key benefits

Work order starts from the ticket

Visit is on the calendar

Ticket stays open until the work is done

Completion note returns to the ticket

Ideal for

Service teams that take requests in Zoho Desk and dispatch with Zoho FSM.