Connect Contractbook and Zoho FSM

Both apps 24Contractbook 8Zoho FSM 16

• Trigger
  Draft Edited

  Triggers when a draft document in Contractbook is edited.

• Trigger
  New Draft

  Triggers when a new draft document is created in Contractbook.

• Trigger
  New Template

  Triggers when a new template is added to your Contractbook account.

• Action
  Create Contract

  Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings.

• Action
  Create Contract With Custom Parties

  Creates a new contract from a Contractbook template, with the parties and signees you specify.

• Action
  Create Draft

  Creates a new draft document from a Contractbook template, without sending it for signature.

• Action
  Create Draft With Custom Parties

  Creates a draft document from a template with the parties and signees you specify, without sending it for signature.

• Action
  Get Document

  Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.

• 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.