Connect Debitura and Zoho FSM

Both apps 28Debitura 12Zoho FSM 16

• Trigger
  New Case

  Triggers when a new collection case appears in your Debitura account.

• Action
  Add Case Message

  Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.

• Action
  Check Collection Eligibility

  Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.

• Action
  Create Case

  Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.

• Action
  Find Case

  Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.

• Action
  Find Payment

  Finds one payment recorded on a Debitura case, by the payment's id, and returns it.

• Action
  Get Case Files

  Returns the documents attached to a collection case.

• Action
  Get Case Messages

  Returns the messages posted on a Debitura collection case, in the order they were sent.

• Action
  Get Case Timeline

  Returns everything that has happened on a collection case, in order, plus the stage the case has reached.

• Action
  Get Contract Status

  Returns whether the agreements needed to collect on a case have been signed yet.

• Action
  Preview Case

  Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.

• Action
  Upload File to Case

  Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.

• 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.