Connect Offri and Zoho FSM

Both apps 37Offri 21Zoho FSM 16

• Trigger
  New Contact

  Triggers when a new client is added in Offri.

• Trigger
  New Proposal

  Triggers when a new proposal is created in Offri.

• Trigger
  Proposal Status Changed

  Triggers when a proposal's status changes, for example to won, lost or expired.

• Action
  Add component

  Creates a component (product) in your Offri workspace, optionally with its pricing, unit and category.

• Action
  Create Contact

  Creates a client (company or private person) in Offri.

• Action
  Create Contact Person

  Adds a contact person to an Offri client.

• Action
  Create Proposal

  Creates a new proposal in Offri, optionally for a client.

• Action
  Delete component

  Deletes a component (product) from your Offri workspace.

• Action
  Delete Proposal

  Deletes a draft Offri proposal.

• Action
  Find Contact

  Finds Offri clients by name, email or customer number.

• Action
  Find Contact Person

  Finds the contact persons of an Offri client, optionally by email.

• Action
  Get component

  Returns the details of a component (product) in your Offri workspace, including its category and product pricing.

• Action
  Get Contact

  Returns one Offri client by ID.

• Action
  Get Proposal

  Returns one Offri proposal with its totals and signing details.

• Action
  List components

  Returns the components and products in your Offri workspace, optionally filtered by name or category.

• Action
  Remove Contact

  Removes a client from Offri.

• Action
  Remove Contact Person

  Removes a contact person from an Offri client.

• Action
  Send Proposal

  Sends an Offri proposal to its client with an expiration date.

• Action
  Update component

  Updates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.

• Action
  Update Contact

  Updates the details of an existing Offri client.

• Action
  Update Contact Person

  Updates a contact person of an Offri client.

• 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.