Connect Fellow and Zoho FSM

Both apps 27Fellow 11Zoho FSM 16

• Trigger
  New recording

  Triggers when a new meeting recording is created in Fellow.

• Action
  Add Talking Point

  Adds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place.

• Action
  Archive action item

  Archives a Fellow action item by marking it as won't do, and returns the updated action item.

• Action
  Complete Action Item

  Marks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item.

• Action
  Delete note

  Permanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access.

• Action
  Delete recording

  Deletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges.

• Action
  Get action item

  Returns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to.

• Action
  Get AI Note

  Returns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown.

• Action
  Get recording

  Returns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to.

• Action
  List notes

  Returns the meeting notes you can access in Fellow, optionally filtered by meeting, channel, title, attendees, or created/updated dates, with optional note content.

• Action
  List recordings

  Returns the meeting recordings in your Fellow workspace, optionally filtered by calendar event, channel, title or created/updated dates, with transcripts and AI notes on request.

• 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.