Connect CrewForm and Zoho FSM

Both apps 27CrewForm 11Zoho FSM 16

• Trigger
  AI Agent Task Failed

  Triggers when a CrewForm AI agent task fails.

• Action
  Add agent

  Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.

• Action
  Delete agent

  Deletes an AI agent from your CrewForm workspace.

• Action
  Delete task

  Deletes a task from your CrewForm workspace.

• Action
  Get agent

  Returns a single CrewForm agent by its id, including its model, prompt and settings.

• Action
  Get task

  Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.

• Action
  List agents

  Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.

• Action
  List tasks

  Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.

• Action
  Send Task to AI Agent

  Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.

• Action
  Update agent

  Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.

• 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.