--- title: "Connect Dastra and Zoho FSM - APIANT.ai" description: "When \"New Task\" fires in Dastra, your agent runs \"Add contact\" in Zoho FSM, or \"New Module Entry\" in Zoho FSM to \"Create a Task\" in Dastra." canonical: "https://apiant.ai/connect/dastra-to-zoho-fsm" --- # Connect Dastra and Zoho FSM When **New Task** fires in [Dastra](https://apiant.ai/connections/dastra), your agent runs **Add contact** in [Zoho FSM](https://apiant.ai/connections/zoho-fsm), or **New Module Entry** in Zoho FSM to **Create a Task** in Dastra. Describe the whole flow and it is built, tested on every scenario and kept running. Dastra **1** trigger Dastra **17** actions Zoho FSM **3** triggers Zoho FSM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Dastra and Zoho FSM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Dastra and Zoho FSM can do together ### From Dastra to Zoho FSM - When **New Task** in Dastra then **Add contact** in Zoho FSM - When **New Task** in Dastra then **Add work order** in Zoho FSM ### From Zoho FSM to Dastra - When **New Module Entry** in Zoho FSM then **Create a Task** in Dastra - When **New/Updated Module Entry** in Zoho FSM then **Update task** in Dastra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Dastra and Zoho FSM ## Triggers and actions 4 triggers · 30 actions - Trigger **New Task** Triggers when a new task is created in the chosen Dastra workspace. - Action **Add asset** Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record. - Action **Add data processing** Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose. - Action **Attach an Actor to a Data Processing** Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents. - Action **Create an Actor** Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record. - Action **Create a Task** Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records. - Action **Delete actor** Deletes an actor (a controller, processor or other third party) from a Dastra workspace. - Action **Delete task** Deletes a task from a Dastra workspace. - Action **Get actor** Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values. - Action **Get data processing** Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields. - Action **Get task** Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values. - Action **List assets** Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text. - Action **List tasks** Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text. - Action **Search Actor** Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters. - Action **Search Data Processing** Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record. - Action **Update actor** Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values. - Action **Update data processing** Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record. - Action **Update task** Updates an existing Dastra task. Fields you leave blank keep their current values. - 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. ## Each app on its own - [ **Dastra** Dastra is a simple and guided data protection solution to make your entire organization accountable for...](https://apiant.ai/connections/dastra) - [ **Zoho FSM** Zoho FSM helps you manage work orders, streamline operations and run your field service business efficiently.](https://apiant.ai/connections/zoho-fsm) Reviews ## What our customers say ## More from Dastra - [ **Dastra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dastra-to-hubspot) - [ **Dastra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dastra-to-salesforce) - [ **Dastra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dastra-to-slack) - [ **Dastra to Google Sheets** Google Sheets](https://apiant.ai/connect/dastra-to-google-sheets) - [ **Dastra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/dastra-to-gmail) - [ **Dastra to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/dastra-to-google-calendar) ## More into Zoho FSM - [ **HubSpot to Zoho FSM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-fsm) - [ **Salesforce to Zoho FSM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-fsm) - [ **Slack to Zoho FSM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-fsm) - [ **Google Sheets to Zoho FSM** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-fsm) - [ **Gmail to Zoho FSM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-fsm) - [ **Google Calendar to Zoho FSM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-fsm) Questions ## Dastra and Zoho FSM, answered ### ### What can start an automation from Dastra? Any of Dastra's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho FSM when something happens in Dastra? Any of Zoho FSM's 13 actions, including Create Module Entry, Update Module Entry, Update work order and Add asset. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho FSM to Dastra? Yes. When something happens in Zoho FSM, your agent can act in Dastra too. This page covers both directions: Zoho FSM's triggers and Dastra's actions are listed here as well. ### ### Do I have to build a connector for Dastra or Zoho FSM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Dastra and Zoho FSM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.