Connect Parallel and Zoho FSM

Both apps 35Parallel 19Zoho FSM 16

• Trigger
  Parallel Event

  Triggers when a new parallel is created.

• Action
  Add contact

  Creates a contact in your Parallel organization.

• Action
  Comment on a Parallel

  Posts a general comment on a parallel.

• Action
  Create Draft

  Creates a draft parallel from a template.

• Action
  Delete parallel

  Deletes a parallel, optionally even when it is shared with other users.

• Action
  Delete profile

  Permanently deletes a profile. The profile must already be closed or scheduled for deletion.

• Action
  Export Parallel

  Exports a parallel's replies and returns a temporary download link.

• Action
  Find a Parallel

  Returns a parallel by its ID.

• Action
  Get contact

  Returns a contact's details, including name and email.

• Action
  List contacts

  Returns the contacts in your Parallel organization.

• Action
  List parallel recipients

  Returns the recipients a parallel has been sent to, with each recipient's contact, status and reminder details.

• Action
  List profiles

  Returns the profiles in your Parallel organization, optionally filtered by name, profile type or status.

• Action
  List templates

  Returns the list of Parallel templates you have access to, optionally filtered by tags.

• Action
  List users

  Returns the members (users) of your Parallel organization.

• Action
  Remind parallel recipient

  Sends a reminder email to a recipient of a parallel asking them to complete it, optionally with a custom message.

• Action
  Rename Parallel

  Renames a parallel.

• Action
  Send a Parallel

  Sends a parallel to one recipient by email.

• Action
  Send Multiple

  Sends a parallel to several recipients at once.

• Action
  Tag Parallel

  Adds a tag to a parallel.

• 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.

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