Connect Altoviz and Zoho FSM

Both apps 53Altoviz 37Zoho FSM 16

• Trigger
  Contact

  Triggers when a contact is created, updated or deleted.

• Trigger
  Customer

  Triggers when a customer is created, updated or deleted.

• Trigger
  Product

  Triggers when a product is created, updated or deleted.

• Trigger
  Sales Invoice

  Triggers when a sales invoice is created, updated or deleted.

• Trigger
  Sales Quote

  Triggers when a sales quote is created, updated or deleted.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Customer Family

  Creates a new customer family.

• Action
  Create Draft Sales Invoice

  Creates a new draft sales invoice.

• Action
  Create Product Family

  Creates a new product family.

• Action
  Create Receipt

  Creates a new receipt.

• Action
  Create Sales Credit

  Creates a new sales credit.

• Action
  Create Sales Quote

  Creates a new sales quote.

• Action
  Create Supplier

  Creates a new supplier.

• Action
  Delete Contact

  Delete an existing contact.

• Action
  Delete Customer

  Delete an existing customer.

• Action
  Delete Customer Family

  Delete an existing customer family.

• Action
  Delete Product

  Delete an existing product.

• Action
  Delete Product Family

  Delete an existing product family.

• Action
  Delete Receipt

  Delete an existing receipt.

• Action
  Delete Sales Credit

  Delete an existing sales credit.

• Action
  Delete Sales Invoice

  Delete an existing draft sales invoice.

• Action
  Delete Sales Quote

  Delete an existing sales quote.

• Action
  Delete Supplier

  Delete an existing supplier.

• Action
  Download Purchase Invoice

  Download a purchase invoice.

• Action
  Download Sales Invoice

  Download a sales invoice.

• Action
  Download Sales Quote

  Download a sales quote.

• Action
  Find Contact

  Find a contact by email, optionally create a contact if none is found.

• Action
  Find Product

  Find a product by number, optionally create a product if none is found.

• Action
  Get Customer Family

  Returns a customer family by its id: label, number and internal id.

• Action
  Get Product Family

  Returns a product family by its id: label and number.

• Action
  Get Settings

  Returns the Altoviz account's application settings (company, accounting, sales, VAT, e-invoicing, emailing, general and social settings).

• Action
  Update Customer

  Update an existing customer.

• Action
  Update Product

  Update an existing product.

• Action
  Update Receipt

  Update an existing receipt.

• Action
  Update Supplier

  Update an existing supplier.

• Action
  Upload Purchase Invoice

  Upload a purchase invoice.

• 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.