Connect Callingly and Zoho FSM

Both apps 30Callingly 14Zoho FSM 16

• Trigger
  Lead Created

  Triggers when a new lead is added to Callingly.

• Trigger
  Lead Updated or Tagged

  Triggers when a Callingly lead is tagged or its status, stage or result changes.

• Action
  Call Lead

  Creates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.

• Action
  Delete Lead

  Deletes a Callingly lead.

• Action
  Find Lead

  Finds a Callingly lead by phone number and returns the first match.

• Action
  Get Call

  Returns one Callingly call by its ID, with its outcome, duration, recording and transcript.

• Action
  Get Lead

  Returns one Callingly lead by its ID, with its contact details and status.

• Action
  List Sequences

  Returns the follow-up sequences in the Callingly account.

• Action
  List Teams

  Returns the teams in the Callingly account.

• Action
  List Users

  Returns the users (agents) in the Callingly account.

• Action
  Schedule Call

  Creates or updates a lead and schedules a call from your team to the lead at the time you choose.

• Action
  Schedule SMS

  Schedules a text message to an existing Callingly lead for a future time.

• Action
  Send SMS

  Sends a text message from one of your Callingly numbers to a lead.

• Action
  Update or Tag Lead

  Updates a Callingly lead's details, status, stage or tags.

• 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.