Connect EasyPractice and Zoho FSM

Both apps 30EasyPractice 14Zoho FSM 16

• Trigger
  Client Deactivated

  Triggers when an EasyPractice client is set to inactive.

• Trigger
  New Appointment

  Triggers when a new appointment is booked in EasyPractice.

• Trigger
  New Client

  Triggers when a new client is added in EasyPractice.

• Trigger
  New Invoice

  Triggers when a new invoice is created in EasyPractice.

• Action
  Create Client

  Creates a client in EasyPractice.

• Action
  Create Client Tag

  Creates a tag that can be put on EasyPractice clients.

• Action
  Delete Booking

  Deletes an EasyPractice appointment.

• Action
  Delete Client

  Deletes an EasyPractice client.

• Action
  Find Client by Email

  Finds EasyPractice clients whose email matches the address you give.

• Action
  Get Booking

  Returns one EasyPractice appointment by its ID, including its calendar, client and services.

• Action
  List Calendars

  Returns the calendars in the EasyPractice account.

• Action
  List Employees

  Returns the employees on the EasyPractice account.

• Action
  List Services

  Returns the services offered in the EasyPractice account, with price and duration.

• Action
  Update Client

  Updates an existing EasyPractice client. The vendor requires the client's name on every update.

• 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.