Connect Flatfile and Zoho FSM

Both apps 28Flatfile 12Zoho FSM 16

• Trigger
  New Agent

  Triggers when a new agent is created.

• Trigger
  New App

  Triggers when a new app is created.

• Trigger
  New Document

  Triggers when a new document is created in a space.

• Trigger
  New Event

  Triggers when a new event occurs in Flatfile.

• Trigger
  New Prompt

  Triggers when a new prompt is created.

• Trigger
  New Sheet

  Trigger when a new sheet is created in a Flatfile workbook.

• Trigger
  New User

  Triggers when a new user is created.

• Trigger
  New Workbook

  Trigger when a new workbook is created in Flatfile.

• Action
  Create Document

  Creates a new document in Flatfile.

• Action
  Create Prompt

  Creates a new AI prompt in Flatfile.

• Action
  Get Document

  Retrieves a single document from a Flatfile space by its ID.

• Action
  Upload File

  Uploads a file to Flatfile.

• 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.