Connect ActiveTrail and Zoho FSM

Both apps 35ActiveTrail 19Zoho FSM 16

• Trigger
  Contact Added to Group

  Triggers when a contact is added to a group (any group).

• Trigger
  Contact Removed From Group

  Triggers when a contact is removed from a group (any group).

• Trigger
  Contact Unsubscribed

  Triggers when a contact unsubscribes from receiving further emails.

• Trigger
  Contact Updated

  Triggers when a contact record in ActiveTrail is updated via the API (status or details).

• Action
  Add Contact to Group

  Add a new or an existing contact to a specific group (The new contact will be created if not already exists).

• Action
  Add email campaign

  Creates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft.

• Action
  Add group

  Creates a new group in your ActiveTrail account and returns it.

• Action
  Add order

  Adds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products.

• Action
  Add template

  Create a template in My Templates.

• Action
  Delete group

  Deletes a group from the ActiveTrail account.

• Action
  Find Group

  Returns up to 100 groups whose name matches the search term.

• Action
  Get email campaign

  Retrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data.

• Action
  Get group

  Get a group's details (name, contact counts, creation date) by its id.

• Action
  Get order

  Returns a commerce order by your store's order id.

• Action
  Get template

  Returns one of your My Templates by id: its name, subject and category.

• Action
  List email campaigns

  Lists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range.

• Action
  List groups

  Lists the groups in the ActiveTrail account, optionally filtered by group name.

• Action
  Remove Contact From Group

  Removes a contact from an ActiveTrail group. The contact itself stays in the account.

• Action
  Update group

  Rename an existing ActiveTrail group.

• Trigger
  New Module Entry

  Triggers when a new record is created in the chosen Zoho FSM module, such as a work order, request or contact.

• Trigger
  New/Updated Module Entry

  Triggers when a record in the chosen Zoho FSM module is created or updated.

• Trigger
  Updated Module Entry

  Triggers when an existing record in the chosen Zoho FSM module is changed.

• Action
  Add asset

  Creates a new asset in Zoho FSM, optionally linked to a part, contact and company.

• Action
  Add company

  Creates a new company record in Zoho FSM.

• Action
  Add contact

  Creates a new contact in Zoho FSM and returns its id.

• Action
  Add estimate

  Creates a new estimate in Zoho FSM for a contact and company, with optional service and part line items.

• Action
  Add note

  Adds a note to a request, estimate, work order, service appointment, contact or asset record.

• Action
  Add request

  Creates a new service request in Zoho FSM for a contact or company.

• Action
  Add service appointment

  Creates a service appointment for line items of an existing work order in Zoho FSM, scheduled for the given start and end time.

• Action
  Add work order

  Creates a new work order in Zoho FSM with its service line items, customer and addresses.

• Action
  Create Module Entry

  Creates a new record in any Zoho FSM module (Companies, Contacts, Assets, Requests, Work Orders and more) from the field values you supply.

• Action
  Find Module Entry

  Finds records in a Zoho FSM module (such as Contacts, Companies or Work Orders) whose chosen field matches a search value.

• Action
  Get Related Records

  Returns the records related to a Zoho FSM record, such as the notes, work orders or service appointments linked to a contact.

• Action
  Update Module Entry

  Updates an existing record in a Zoho FSM module, such as a company, contact, asset, request or work order, with the field values you supply.

• Action
  Update work order

  Updates an existing work order in Zoho FSM, such as its summary, contact, company, addresses or service line items.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.